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earning your CFP certification is certain to be one of the defining achievements of your career start your journey by getting to know the four requirements youamp;#39;ll encounter on the path to certification education the CFP exam experience and ethics each requirement is an opportunity to demonstrate to clients and colleagues that you have met the high competency and ethical standards that set CFP certification apart from other industry credentials and designations the education requirement is the first step on your journey youamp;#39;ll complete coursework through a CFP board registered program mastering topics like income savings and tax planning risk management and insurance investment retirement and estate planning and more then youamp;#39;ll integrate everything youamp;#39;ve learned by creating a comprehensive financial plan as part of a final capstone course youamp;#39;ll also need to have your accredited college or university submit your bacheloramp;#39;s degree transcr