Publications & Resource Library

Candidate Publications (Become a CERTIFIED FINANCIAL PLANNER™ Professional)

PDF document (80Kb)Work Experience Reporting Form
PDF document (2,716Kb)Your Career as a CERTIFIED FINANCIAL PLANNER™ Practitioner
PDF document (3,779Kb)Steps to Initial CFP® Certification
PDF document (1,248Kb)Guide to CFP® Certification
PDF document (436Kb)Candidate Fitness Standards
PDF document (115Kb)CFP® Certification Examination Application w/ Instructions
PDF document (131Kb)Application for Transcript Review w/ Instructions
PDF document (132Kb)Topic List for CFP® Certification Examination
PDF document (54Kb)CFP® Certification Examination Formulas
PDF document (45Kb)CFP® Certification Examination Tax Tables
PDF document (29Kb)Text References
PDF document (193Kb)Sample Declaration and Agreement Form

Web site Link Directory
The Web Sites listed below contain information created and maintained by organizations independent of CFP Board. CFP Board does not control the content of these sites, nor does CFP Board make any representation or warranty, either express or implied, concerning the accuracy, completeness, or timeliness of information contained in these Web sites. Use of any information from these Web sites is voluntary, and reliance on such information should only be made after an independent review of its accuracy. Reference to specific commercial products or services in these Web sites does not constitute or imply endorsement by CFP Board.

Self-Regulatory Organizations
Financial Planning Groups

Self-Regulatory Organizations

HTML linkFinancial Industry Regulatory Authority (FINRA)

Financial Planning Groups

HTML linkAcademy of Financial Services (AFS)
HTML linkAssociation for Financial Counseling and Planning Education (AFCPE)
HTML linkFinancial Planning Association (FPA)
HTML linkNational Association of Personal Financial Advisors (NAPFA)
HTML linkSociety of Financial Service Professionals (SFSP)

< Back to Top