There are four major steps to the process of attaining CFP® certification. The four ‘E’s’ are: Education, Exam, Experience, and Ethics background check.
To help candidates track their progress on the path to certification, CFP Board has an online Certification Tracker tool. Using this resource, candidates for CFP® certification can record and track their individual progress as they move through the certification process just by logging into their CFP Board online account. The Certification Tracker helps candidates better navigate the certification process by easily seeing details about how to approach and accomplish each step on the road to certification.