In general, the steps to Obtain CFP certification are:
Step 1: Successful completion and FPSC-approved Core Curriculum education program.
Step 2: Pass the FPSC Level 1 Examination in Financial Planning TM.
Step 3: Submit an application to receive FPSC Level 1 Certification in Financial Planning to FPSC.
Step 4: Successfully complete an FPSC-approved Capstone Course.
Step 5: Pass the CFP examination.
Step 6: Complete three years of qualifying financial planning work experience.
Step 7: Submit an application CFP certification to FPSC.
For further information about the pathway to certification, please visit the Financial Planning Standards Council website.