BIF Bites: CFP and Financial Planning Resource Center

The Everything Guide to CFP® Certification

Written by Carrie Mick | Mar 10, 2025 7:00:16 PM

Are you looking to boost your career in financial planning or make the shift from banking or accounting? Earning your CERTIFIED FINANCIAL PLANNER® (CFP®) certification could be the game-changer you've been waiting for if you're working as a financial advisor or in wealth management. This professional designation doesn't just add a fancy acronym to your name—it opens doors to higher earning potential, career advancement, and increased credibility with clients and employers and, spoiler, it makes you better at your job!

If you want to know more about the CFP® certification process or whether it’s the right move for you, stick with us. We’re breaking it all down, from what the certification is and its requirements to its benefits, costs, and the opportunities it can open up.

Table of contents

  1. What is CERTIFIED FINANCIAL PLANNERTM?
  2. Requirements for CFP® Certification
  3. The CFP® Exam
  4. Timeline for CFP® Certification
  5. Maintaining Your Certification
  6. CFP® Certification Costs
  7. Is It Worth It?
  8. Career Paths for CFP® Professionals