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CFP Certification

Everything between choosing the CFP route and holding the marks: the certifying body's four requirements, coursework, the exam's planning domains and cases, an experience log, ethics and renewal.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for CFP Certification, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

201

Starter tasks

🎓 Finance & Business Certifications

CFP Certification

Working toward CFP certification: the education requirement, the exam's planning domains, case-based questions, the experience requirement and ongoing ethics and continuing education.

  1. Certifying body and route check
  2. Degree requirement and transcript verification
  3. Choosing a registered education programme
  4. Credit for prior credentials review
  5. Fitness and background disclosure readiness
  6. Four requirements master tracker
  7. Certification costs and funding plan
  8. Exam domain diagnostic baseline
  9. Choosing the exam window
  10. Study plan built around a working week
  11. Weekly study block routine
  12. Coursework deadline and assignment tracker
  13. Daily timed question set
  14. Error log and weak-domain review
  15. Monthly progress check against the baseline
  16. Planning figures flashcard deck
  17. Experience hours log
  18. Study partner weekly check-in
  19. Professional conduct and the fiduciary duty
  20. Financial calculator and time value of money fluency
  21. General principles and the planning process
  22. Risk management and insurance planning
  23. Investment planning domain
  24. Tax planning domain
  25. Retirement savings and income planning
  26. Estate planning domain
  27. Psychology of financial planning
  28. Reading long case studies under time
  29. Capstone comprehensive financial plan
  30. Choosing an exam review course
  31. Choosing your experience pathway
  32. Full-length mock exam plan
  33. Exam accommodations request
  34. Re-sit plan after an unsuccessful attempt
  35. Booking the exam appointment
  36. Final four weeks before the exam
  37. Exam day logistics
  38. Result day and next steps
  39. Applying for certification after the pass
  40. Using the CFP marks correctly
  41. CFP route as a university student
  42. Career change from accounting, banking or insurance
  43. Experience as a self-employed planner
  44. Paraplanner role as a route to experience
  45. Certifying from a country without a local body
  46. Continuing education and renewal cycle
  47. Yearly planning figures and rule changes refresh
  48. Practice standards audit of your client files
  49. Adding a planning specialism after certification
  50. Mentoring a CFP candidate

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Certifying body and route check

The CFP marks are awarded by CFP Board in the United States and by member organisations of the Financial Planning Standards Board in other countries, and each sets its own education, examination, experience and ethics rules. Confirming which body covers the country where you will practise, before paying for any course, stops you studying for a route that will not certify you there.

First tasks

  • Find the certifying body for the country where you plan to practise
  • Check the current exam format, fees and windows on the body's own website
  • Write the four requirements on one page with today's date
  • Record which body you will certify through and why

Degree requirement and transcript verification

Most certifying bodies require a bachelor's degree or an equivalent before the marks are granted, and some let you sit the exam first and finish the degree within a set period. Ordering official transcripts now, and having a degree from another country evaluated if the body asks for it, removes a slow paperwork step from the end of the process.

First tasks

  • Read the degree requirement and any deadline for meeting it
  • Request official transcripts from each university or college attended
  • Check whether your degree needs a credential evaluation and which services are accepted
  • Save the transcripts and any evaluation to the certification folder

Choosing a registered education programme

Candidates usually complete a set of courses from a programme the certifying body has registered before they may sit the exam. Programmes differ in format, pace, price, instructor access and how they run the capstone, so scoring three against the same criteria saves money and months.

First tasks

  • Download the certifying body's current list of registered programmes
  • Shortlist three programmes that fit your week and budget
  • Score each on cost, pace, format, support and the capstone
  • Ask your employer whether it pays for any of the coursework
  • Enrol in the chosen programme and save the confirmation

Make it yours.

Install CFP Certification, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.