Questions are drawn from eight principal knowledge domains. The weights below come from CFP Board’s current Principal Knowledge Topics. Check CFP Board for the latest blueprint before your testing window.
| Domain | Approx. weight |
|---|---|
| Retirement Savings & Income Planning | 18% |
| Investment Planning | 17% |
| General Principles of Financial Planning | 15% |
| Tax Planning | 14% |
| Risk Management & Insurance Planning | 11% |
| Estate Planning | 10% |
| Professional Conduct & Regulation | 8% |
| Psychology of Financial Planning | 7% |
Retirement, investments, general principles and taxes make up about two-thirds of the exam, so give them most of your study time.
USA CFP Exam: Quick Facts
- Administered by
- CFP Board (Certified Financial Planner Board of Standards)
- Questions
- 170 multiple-choice (stand-alone items and case studies)
- Length
- Two 3-hour sessions, one day
- Testing windows
- 3 per year, usually March, July, November
- Fee
- About $825–$1,025 depending on when you register
- Pass rate
- Historically about 60–67%
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Disclaimer: This guide is for general information and is not financial, tax, insurance or investment advice. Exam details, fees, blueprints and product terms change. Confirm with the official organization or a licensed professional. Read our editorial policy.