Next Week: Ask Your Questions About the CFP^® Certification Experience Requirement

If you’re unsure about whether your experience qualifies for CFP^® certification, you can connect directly with CFP Board staff to get answers about your specific situation during Experience Office Hours next week (July 25), starting at 1 p.m. ET. Join the Zoom room to ask your questions.

If you can’t make it to next week’s event, you can see what experience qualifies by entering it in your CFP Board account now! Once you submit your hours, you’ll find out which ones qualify and see how many hours you still need.

Have questions about how to enter your experience? Check out this webinar that walks you through the process and answers FAQs on this requirement:

CFP^® certification requires you to have 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements.

Qualifying experience includes activities involving the delivery of financial planning services to individual clients, rather than to businesses or corporate finance. Whether you engage with clients directly, supervise or support the financial planning process, teach financial planning-related courses, or participate in internships or the FPA Residency Program or Amplified Planning Externship, there are many paths to completing the experience requirement.

If you need any help entering your experience or have any other experience questions, please email experience@cfpboard.org.