CFP® Examination Update

The most recent administration of the CFP® Certification Examination took place during a testing window of July 10-17, 2018. Official results will be released to exam takers during the week of August 16, 2018.

The final CFP® exam administration of 2018 will take place during the testing window of November 6-13, 2018. The November 2018 CFP® exam will be the first to test the federal tax law changes adopted in January 2018.

Discounted Early Bird Registration is available now through September 12, 2018. Please encourage your qualified colleagues to continue their pursuit of CFP® certification, and remind them to register for the CFP® exam early for the best date and site availability.  Learn more and register at www.CFP.net/exam.

Resources for Colleagues on the Path to CFP® Certification

Growth in the number of CFP® professionals strengthens the profession and the certification. These resources to help a colleague along the path to CFP® certification.CFP Exam Candidate Preparation Toolkit

  • Why CFP® Certification guide that outlines the reasons pursuing CFP® certification is a great career move.
  •  CFP® Exam Candidate Preparation Toolkit, which helps candidates develop study strategies, manage time and build support from employers and peers as they prepare for the CFP® Exam.
  • Watch video of CFP® professionals discussing the different pathways they took to gain the professional experience required for CFP® certification.
  • Refer your colleagues to CFP Board so we can introduce them to CFP® certification on your behalf.
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Chia-Li Chien

Assistant Professor and Director of Financial Planning Program at California Lutheran University School of Management
Chia-Li Chien, Ph.D., CFP®, PMP, is a Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase the equity value of their firms. Dr. Chien is also Assistant Professor and Director of the Financial Planning Program at California Lutheran University. She is the award-winning author of the books "Show Me the Money" and "Work Toward Reward." Dr. Chien can be reached at jolly@chialichien.com.

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