Do You Qualify for the Accelerated Path?

Want to gain a competitive edge by expanding your client services with a holistic financial planning offering? Do you want to complement your other credentials, grow your business prospects and enhance your career opportunities? If this is you, you could take the CFP^® exam and potentially get certified in 2026! Keep reading to find out if you qualify.

If you hold one of the following degrees, licenses or credentials, you may be eligible for the Accelerated Path, which allows you to take only ONE course in order to sit for the CFP^® exam:

• Certified Public Accountant (CPA)*
• Chartered Financial Analyst^® (CFA^®)
• Chartered Financial Consultant^® (ChFC^®)
• Chartered Life Underwriter^® (CLU^®)
• Licensed Attorney*
• Doctor of Business Administration
• Ph.D. in Financial Planning, Finance, Business Administration or Economics
• CFP certification from the Financial Planning Standards Board Ltd. (FPSB) affiliate located in a territory of residence outside the U.S.

*Inactive licenses acceptable

To complete the education coursework requirement, you will take a financial plan development Capstone course, designed to enhance your practical skills in delivering professional financial planning services. If you have already met the experience requirement for CFP^® certification, the Capstone Alternative option is available to you.

The CFP Board Accelerated Path allows you to sit for the CFP^® exam sooner, expediting your path to CFP^® certification and saving you time and money. Take your next step today!