Webinar:
The 5 Steps to Pass the CFP®

To register for the CFP exam, follow these steps: 1. Visit the CFP Board's registration page. 2. Create a CFP Board online account or log into your existing one. 3. Complete the exam registration form. 4. Pay the exam registration fee using a credit card. 5. Schedule your testing appointment with Prometric. 6. Once payment is confirmed, you'll receive instructions for selecting your testing appointment on the Prometric website.

To be eligible for the CFP exam, completion of college or university-level coursework from a CFP Board Registered Program is required, satisfying part of the Education requirement for CFP certification. There are no degree prerequisites for the exam, but a bachelor’s degree must be obtained within five years of passing. For more information on exam eligibility, visit the CFP website here.

The passing score for the CFP exam is established according to the minimum level of competency deemed necessary by CFP professionals. As of the March 2025 examination, the overall pass rate was 65 percent.

Yes and no. As a CFP professional, you need to renew your CFP certificate every two years. This involves paying an annual certification fee, submitting a Renewal Application, and confirming adherence to the CFP Board's Code of Ethics and Standards of Conduct.

Additionally, you must complete continuing education (CE) requirements every two years. The renewal process can be easily completed through your CFP Board online account.

Candidates have a lifetime maximum of 5 attempts. ​ However, if you fail the exam consecutively three times, you'll need to wait for a 1-year sit-out period (3 exam cycles) before registering for another attempt.

Nissim Tutoring’s certified financial planner courses stand out for its personalized approach to CFP certification education. Unlike many online programs, it offers a small and intimate group setting that prioritizes learning versus memorization or cramming the exam materials.

​

The course is intentionally designed over an 8-week period to give candidates the time and effort that is necessary to master the material and prepare for the exam.

We've made it easy to see how our program compares to the other ones out there. Check out our CFP Prep Course Comparison to see side-by-side how our program measures up in key features.