Passing one of the most challenging certification exams in the financial services industry can be a tough one. However, through this you will be able to gain the most respectable and sought after credential and that is the Certified Financial Planner Certification (CFP). A Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards Inc. which includes passing the Certified Financial Planner Certification Exam.

1. How Can You Pass
The Certified
Financial Planner
Exam?
• Requirements For The Certified
Financial Planner Exam

2. Passing one of the
most challenging
certification exams in
the financial services
industry can be a
tough one.

3. However, through this you will
be able to gain the most
respectable and sought after
credential and that is the
Certified Financial Planner
Certification (CFP).

4. A Certified Financial Planner Certification
is the designation awarded to those
individuals who were able to complete all
the requirements set by the Certified
Financial Planner Board of Standards
Inc. which includes passing the Certified
Financial Planner Certification Exam.

5. The CFP Exam is a post
graduate certification
exam taken by
professionals who are
aspiring for a stronger
financial planning career.

6. This is also taken by
professionals who aim to
strengthen their present
career, apply for a higher
or different job position
and earn higher salary
compensation.

7. And lastly by those
who want to broaden
their scope of learning
and enhance their
skills in all fields of
financial services.

8. Through passing this exam and
becoming a Certified Financial
Planner (CFP) you will be able to
establish a more successful
career for you in any industry
you are part of.

9. The Certified Financial Planner Exam is
an assessment exam that will gauge all
your knowledge and learning in the
scope of financial services. That is why
it is important that you passed this
certification exam.

10. The CFP Exam is administered by the
Certified Financial Planner Board of
Standards, Inc. (CFP Board) and it covers
over a hundred of financial planning and
financial services topics. There are 285
multiple choice questions with one case
study per session.

11. There are 285
multiple choice
questions with
one case study
per session.

12. The total number of
questions that is related to
case studies usually varies
from one exam to another.
But approximately 20% of
the exam consists of case
study questions.

13. The exam itself is 10
hours long and is given
in 2 days. There will be
one four-hour session
on Friday and two
three-hour sessions on
Saturday.

14. The criterion for the passing rate
would be based according to the
set level of required competency
rather than basing it against the
scores of other exam takers on
that day.

15. To take this exam there is a set
requirement given by the Certified
Financial Planner Board of
Standards (CFP Board). Completing
these requirements is the only way
for you to qualify on taking the CFP
Certification Exams.

16. • You need to meet their educational
qualifications wherein you have to
earn a Bachelor’s degree or higher
from any form of discipline as long
as it is from an accredited college
or university.
Listed below are the needed requirements:

17. • Completing the formal CFP
course program that will
require you to take course
subjects that
Listed below are the needed requirements:

18. • You have to complete is the
three years full time working
experience as a financial
planner, assistant financial
planner or any career related
in financial planning.
Listed below are the needed requirements:

19. •Submitting to a full
background check.
Listed below are the needed requirements:

20. •Adhering to the Code
of Ethics that is set by
the CFP Board.
Listed below are the needed requirements:

21. Through this article you will know
about the Certified Financial Planner
Exam and how to take it. Find out
more about the Certified Financial
Planner Exam by visiting and learn
more about the CFP Examination.