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The CFP® Certification Examination is designed to assess your ability to integrate and apply a broad base of knowledge in the context of real life financial planning situations. By passing this exam, you demonstrate to the public you have attained a competency level necessary to practice independently as a financial planner.
The CFP® exam will be administered in a computer-based testing (CBT) format during three 8-day testing windows each year, with one testing window available each March, July and November. Candidates can select their testing location from Prometric’s network of testing sites, which includes more than 265 sites in the U.S.
The exam consists of two 3-hour sessions separated by a scheduled 40-minute break. Candidates schedule a 7-hour appointment online through CFP Board’s testing partner, Prometric. The appointment includes time for check-in, securing personal belongings in provided lockers, verification of ID, fingerprint capture and security procedures.
8 Principal Knowledge Topic Categories included in the exam:
A. Professional Conduct and Regulation (7%)
B. General Financial Planning Principles (17%)
C. Education Planning (6%)
D. Risk Management and Insurance Planning (12%)
E. Investment Planning (17%)
F. Tax Planning (12%)
G. Retirement Savings and Income Planning (17%)
H. Estate Planning (12%)
Disclaimer:
This application is just an excellent tool for self-study and exam preparation. Its not affiliated with or endorsed by any testing organization, certificate, test name or trademark.