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Experience Requirement for CFP® Certification Video

Written by: CFP Board
Published on: Aug 3, 2020

CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process, or two years of apprenticeship experience that meets additional requirements.  

There are many ways to attain the experience required for CFP® certification. Hear some CFP® pros talk about their path to CFP® certification in this video.