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CFP® Certification Exam

CFP® marks identify financial planners who are committed to competent and ethical behavior when providing financial planning. CFP® certificants have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

To schedule, reschedule or cancel an exam, please contact a customer service agent by calling 877-848-8378.

Click here to locate a test center that delivers the CFP® Certification exam.

Additional Information

Reschedule/Cancellation Policy

If you wish to reschedule or cancel your CFP® Certification Exam, you must do so 72 hours prior to your scheduled appointment time. You can do so by calling customer service at 877-848-8378.

What to Bring to the Test Center

You must present at least one of the forms of IDs listed below when you arrive at the test center.

  • Passport
  • Government-issued driver’s license
  • Government-issued identity card
  • Military ID card

The ID must be current, legible and bear your name exactly as you provided when you made your test appointment. It must also include a recent, recognizable photograph, your signature and date of birth. If you cannot meet these requirements, you must present a second ID from the list above that includes the missing elements.

Pearson VUE maintains the highest standards of testing security at all Pearson Professional Centers. Therefore, the above ID policy for the CFP® Certification Exam will be strictly enforced.

You should also bring a financial calculator for use during your course exam. This calculator should have an internal rate of return (IRR) function for problems with unequal periodic cash flows. Calculators with alphabetic keys and/or paper-tape printing capabilities are not permitted. Calculators must be cleared of all programmed formulas prior to each course exam and no programming functions on the calculator may be used during the exam. Calculators are subject to inspection by proctors, and violation of this policy will result in removal from the exam center.

Acceptable calculators include:

  • Hewlett Packard: HP 10bII
  • Hewlett Packard: HP 12c
  • Hewlett Packard: HP 17bII (or HP 17bII+)
  • Texas Instruments: TI BA II Plus
  • Sharp: EL 733A

When to Arrive at the Test Center

Plan to arrive at the test center 30 minutes prior to your scheduled appointment time. This will give you adequate time to complete the necessary check-in procedures.

CFP® is a registered trademark of the Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser or verify or endorse the pass rates claimed by Kaplan Schweser. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.

Last updated 2010-02-03