A:

According to the CFP board, if you hold one or more of the following, you are eligible to challenge the
CFP(R) certification examination:

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA)
  • Ph.D (in business or economics from an accredited U.S. college or university)
  • Doctor of Business Administration (from an accredited U.S. college or university)
  • Licensed attorney and/or licensed Certified Public Accountant (CPA) (If license is inactive, a letter stating your status of good standing must be provided from the licensing board in question.)
  • Certified Employee Benefits Specialist (CEBS), plus two qualified courses
  • Professional Financial Planning Course (PFCP)

Alternately, you can request a transcript review in order to demonstrate to the CFP board that you have completed the educational requirement through other coursework.

See the CFP board's Guide to Certification for more detailed information, or request information on becoming a CFP here.

RELATED FAQS
  1. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ... Read Answer >>
  2. What are the benefits of hiring a Chartered Financial Analyst (CFA) to be my financial ...

    Find out what the CFA charter is. Understand the benefits of hiring a Chartered Financial Analyst as a personal financial ... Read Answer >>
  3. What's the difference between a financial advisor and a financial planner?

    Seeking professional advice from a financial advisor may involve asking for financial help from a certified financial planner, ... Read Answer >>
  4. Can I obtain my CFA charter without U.S. work experience?

    The CFA charter is a global charter. As such, valid work experience is not limited to the country it which you obtain your ... Read Answer >>
Related Articles
  1. Financial Advisor

    CFP, ChFC or CLU: Which Is Best?

    The Certified Financial Planner designation is the most widely recognized credential in the financial planning field today.
  2. Financial Advisor

    Hiring a Financial Advisor? Look for the CFP Label

    Don’t skimp on the CFP designation. Here's why those three letters show that someone is qualified in financial and investment planning.
  3. Financial Advisor

    The CFP Board: Its Role and Mission

    The Certified Financial Planner Board of Standards promotes standards and ethics in financial planning and enforces CFP certification requirements.
  4. Financial Advisor

    The Basics Of CFP Designation Maintenance

    The workload doesn't end with your exam. Find out how to keep up your CFP credential.
  5. Financial Advisor

    The Alphabet Soup of Financial Certifications

    We decode the meaning of the many letters that can follow the names of financial professionals.
  6. Personal Finance

    Seeking a Financial Advisor? You Probably Need a CFP

    In the financial world, the certified financial planner has come to represent a distinguished mark of training and ethics for those seeking an advisor.
  7. Financial Advisor

    A Guide To Financial Designations

    Find out which certifications can bring you the greatest career returns.
  8. Personal Finance

    Financial Planner: Career Path & Qualifications

    Learn what education and certifications you need to become a financial planner, as well as the future prospects and earnings potential for financial planners.
  9. Financial Advisor

    So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  10. Retirement

    Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
RELATED TERMS
  1. Certified Financial Planner - CFP

    The CFP legal team has provided its official definition, along ...
  2. Charter

    A legal document that provides for the creation of a corporate ...
  3. Chartered Financial Consultant - ChFC

    A professional designation representing completion of a comprehensive ...
  4. Chartered Life Underwriter - CLU

    A professional designation for individuals who wish to specialize ...
  5. Chartered Accountant - CA

    An accounting designation given to accounting professionals in ...
  6. Chartered Bank

    A financial institution whose primary roles are to accept and ...
Trading Center