Financial Planning Program Online

CFP® Certification Tracker

Track your progress on the path to CFP® certification using the CFP® Certification Tracker, a valuable tool available on the Certified Financial Planner Board of Standards (CFP Board) website.

With an at-a-glance view of the requirements for CFP® certification, the tool makes it easy to map out your next steps.

The following four requirements must be met in order to become a CFP® professional:

  • Complete the coursework requirement through a CFP Board-Registered program
  • Pass the CFP® Examination
  • Meet the experience requirement
  • Meet CFP Board’s Fitness Standards

Create your own CFP Board online account to access the tracking tool.