MY ACCOUNT FIND A CFP® PROFESSIONAL WHY CFP® CERTIFICATION GET CERTIFIED ETHICS CAREER & GROWTH KNOWLEDGE INITIATIVES SEARCH TOGGLE MENU TOGGLE Home Get Certified The Certification Process Experience THE CERTIFICATION PROCESS THE EXPERIENCE REQUIREMENT The experience requirement prepares you to provide personal financial planning to the public as a CFP® professional. There are many ways to satisfy this requirement, and experience may be gained before or after you take the CFP® exam. Ultimately, you must complete 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. LEARN BY PROFESSIONAL EXPERIENCE EXPERIENCE REQUIREMENT OVERVIEW Hear more about the experience requirement for CFP® certification and the different ways you can gain experience to become a CERTIFIED FINANCIAL PLANNER™ professional. FULFILLING THE EXPERIENCE REQUIREMENT GAINING YOUR EXPERIENCE There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching financial planning-related courses. THE PATHWAYS TO EXPERIENCE EXPERIENCE REPORTING PROFILE REPORT EXPERIENCE ANYTIME Get ahead of the game. You can report your experience at any time through the online Experience Reporting Profile available in your CFP Board Account Dashboard. You will be able to review previously submitted entries, update hours for your current position and enter new experience. REPORT YOUR EXPERIENCE START YOUR JOURNEY TO CFP® CERTIFICATION Track your progress with the CFP® Certification Tracker Post your resume at the Career Center Connect with a mentor who can guide you Register and prepare for the exam Find career and financial support Connect with other candidates at our online forum CREATE A FREE ACCOUNT FOLLOW CFP BOARD Facebook Twitter Linked In YouTube ABOUT CFP BOARD CAREER CENTER THE CENTER FOR FINANCIAL PLANNING LETSMAKEAPLAN.ORG KNOWLEDGE CENTER CONTACT US 1425 K Street NW #800 Washington, DC 20005 mail@cfpboard.org 800-487-1497 (Toll-Free) 202-379-2200 fax: 202-379-2299 © 2021 Certified Financial Planner Board of Standards, Inc. All Rights Reserved. Privacy Policy Terms of Use Sitemap