There are 4 steps to become certified by the CFP Board to use the CFP® mark. Those steps are briefly described below. To learn more, please visit the CFP Board website at

  1. Complete the Education Requirement*
  2. Pass the CFP® Exam
  3. Meet the Experience Requirement
  4. Pass the Candidate Fitness and Standards Background Check

*The University of Texas San Antonio – Greene Consulting Online CFP® Certification Education Program is a CFP Board-registered education program. The education requirement for CFP® certification also requires a bachelor’s degree.