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CFP® Education
CFP Education : Challenge Status
Among the CFP certification exam candidates, the following people are exempt from the requirement of completing the educational curriculum:
Registered Certified Public Accountant
Registered Certified Financial Analysit (the "CFA")
Registered Attorney at Law
Registered Tax Specialist
Doctor of Business Administration
Doctor of Economics
Doctor of Consumer Economics (specialized in financial planning)
  1. A professional license or degree as described above is certified by FPSB International member countries including certification institutions and universities in Korea and the USA; if the corresponding institution submits the confirmation, the applicant concerned can take the CFP certification exam without completing the CFP curriculum, regardless of whether or not he/she has AFPK® certification.
  1. Note, however, that the corresponding institution’s written confirmation should be issued within 3 months of the application date. Whether the corresponding person’s certification and academic degree, or successful certification exam results, are valid, and whether the person has been a subject of disciplinary action, should be indicated.
    • FPSB International member countries (2017. 1. 1)
      Australia, Austria, Brazil, Canada, China, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, The Netherlands, New Zealand, Singapore, South Africa, Switzerland, Thailand, Turkey, United Kingdom and United States.
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CFP Education : Contents CFP Education : Challenge Status CFP Education : Designated Educational Institutions