CFP Examination - Applying

Applying for the CFP^® Examination

To determine if you can write the CFP Examination, review these checklists based on your application background:

FPSC Approved Education Path

• Have I successfully completed my FPSC-accredited educational program?
• Have I acquired an official transcript from this educational institution indicating my success in all applicable courses from this program?
• Have I read the Guide to CFP Examination?

If you answered 'yes' to these questions, you are eligible to apply for the CFP® examination.

Registration for the June 13, 2009 CFP Examination closed on May 13, 2009. The next exam is scheduled for November 14, 2009 and the application form will be available shortly.

If you have not met these conditions, please review the information found in Part 1: Qualifying for the CFP Examination.

Approved Prior Credentials Policy

• Do I hold a designation acceptable under the Approved Prior Credentials Policy?
• Do I have a current letter from my conferring institution to show that this designation is in good standing?
• Do I have an up-to-date, detailed resume and letter signed by my current employer verifying my 3-year work experience requirement? See this PDF sample letter for an example.
• Have I read the Guide to CFP Examination?

If you answered 'yes' to these questions, you are eligible to apply for the CFP® examination and can apply for the November 2009 CFP examination via FPSC Online Services.

If you have not met these conditions, please review the information found in Part 1: Qualifying for the CFP® Exam.

Upcoming CFP Examinations

• November 14, 2009
• June, 2010

Next Steps

If you have now successfully applied to write the CFP Examination, you are ready to begin or continue preparing for it. Please see Part 3: Preparing for the CFP Examination.