CFP Certification Eligibility

The Certified Financial Planner® (CFP®) designation is a highly sought-after credential for individuals passionate about guiding others towards financial security. If you dream of empowering individuals and families to achieve their financial goals, pursuing the CFP® certification could be your calling. But before embarking on this rewarding journey, understanding the eligibility requirements is crucial.
Who is Eligible for the CFP® Certification?
To be eligible for the CFP® certification, you must meet the following criteria:
Hold a bachelor's degree: Any accredited bachelor's degree qualifies, regardless of your major.
Complete CFP® Board-registered education program: This comprehensive program equips you with the knowledge and skills necessary to excel in financial planning. Fintram offers a variety of CFP® education programs designed to fit your learning style and schedule.
Pass the CFP® Certification Exam: This rigorous exam tests your understanding of the ten CFP® knowledge domains and your ability to apply them to real-world scenarios.
Meet the experience requirement: You must have three years of relevant experience in financial planning before you can use the CFP® designation.