Personal Financial Planning Certificates

You can display your competence and understanding in one or more core areas of PFP by displaying a digital badge awarded upon completion of the certificate requirements.

There are two ways to earn the four technical certificates (retirement, investment, estate, risk management/insurance planning):

  • By completing the education bundle and passing the certificate exam, an online proctored exam taken from the convenience of your home or office.
  • By passing the certificate exam using your knowledge from prior education or experience.

There is also no prescribed order for the certificates. Certificate exams are online and proctored remotely via webcam and audio (either laptop or USB external) anytime 7 days a week throughout the year. If you do not pass the exam the first time, one free re-take is included at no extra charge.

The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. No exam is required.

If you currently hold the PFS credential, these will qualify as continuing education requirements. There is no need to take the certificate exam as your PFS credential exam tests the material covered in the individual certificates.

Retirement Planning
Certificate Program

Investment Planning
Certificate Program

Risk Management and Insurance Planning Certificate Program

Estate Planning
Certificate Program

PFP Practical Applications
Certificate Program