Requests for withdrawal or re-scheduling received after the Withdrawal Deadline dates listed above will not be honored.
Failure to Appear
If you fail to appear for the exam, you will forfeit the entire exam fee. Certain allowances are made for medical or other emergencies.
Medical or Other Emergencies
CFP Board will consider waiving the fee forfeiture in the case of a medical or other emergency. Your request for such a waiver must be made in writing and supported by verifying documentation from a third party. For example, in the case of a medical emergency, a written statement from your physician which clearly states that you were physically unable to appear for the exam due to personal or immediate family medical issues is required. If another type of emergency, then you must provide third party verification as to the reason you were unable to sit for the scheduled exam.
Your request must be received within 10 business days after the exam dates. Requests received after the 10 business day timeframe, or not supported by verifying documentation, will not be reviewed.
What to Bring to the Exam
You should bring the following items to the exam site:
- Admission Ticket
- Valid government-issued photo identification, such as a driver's license, exactly matching the name under which you registered
- #2 pencils (or other comparable soft graphite or mechanical pencils)
- One or more battery-powered, non-programmable, dedicated financial function calculator(s) (See Calculator Policy below)
Food and drink (including water) are not permitted in the exam room. Individuals who require access to food or liquids for medical reasons during any of the exam sessions are required to file a Special Accommodations Request Form (PDF, 60KB). All exam sites provide access to water fountains located outside of the exam room.
No notes of any kind are permitted in the testing room(s).
While testing is in session, examinees are prohibited from accessing electronic devices other than an acceptable calculator.
You need a dedicated, non-programmable financial calculator to assist with examination questions that may require calculations of the time value of money, unequal periodic cash flows and internal rate of return (IRR).
Calculators with alphabetic keys or paper tape printing capabilities are prohibited. No notes of any kind are permitted in the testing room(s), including manually programmed formulas. You are required to clear your financial calculator's memory prior to each session of the exam. If your calculator has notes/formulas printed on the back of the calculator, includes pull-out cards or contains other supplemental material, this information must be removed or masked by solid color tape before entering the testing room. Calculators are subject to inspection by proctors.
Cell phones or other electronic devices that have multifunction capabilities cannot be used as a calculator. While testing is in session, examinees are prohibited from accessing electronic devices other than an acceptable calculator.
Reference Materials Provided
The exam booklets contain information needed to answer exam questions including:
View the provided tax tables for the next exam administration
- Income tax rate tables for individuals, corporations and estates and trusts
- Income tax standard deductions, phaseout thresholds for itemized deductions and personal exemptions
- The estate and gift tax table and a table of applicable credit amounts
- Investment formulas (PDF, 41KB)
- Scratch paper
You are expected to conduct yourself in an ethical manner before, during and after the CFP® Certification Examination. Actions such as, but not limited to, using any prohibited aids in connection with the exam including violations of the Calculator Policy, attempting to give or receive assistance, or to otherwise communicate in any form with another person about the exam during the exam administration, will result in investigation by an independent entity and/or CFP Board. In some cases, CFP Board may take disciplinary action, if appropriate.
Before taking the exam you will sign a statement prohibiting you from sharing exam questions with any entity other than CFP Board. Revealing questions may result in disciplinary action including, but not limited to, monetary restitution, being permanently barred from taking any CFP Board exam or prosecution under copyright law. If any individual or entity (including a review course provider or academic program) asks you to reveal contents of the examination, please report the incident to CFP Board.
If CFP Board or the exam proctors find reason to believe that you are involved in examination misconduct or any other testing irregularity that could compromise the integrity of the exam, your exam may not be scored, the exam fee may be forfeited and you may be barred from taking future CFP Board exam administrations.
Please familiarize yourself with the Examinee Agreement. Examinees are required to sign this agreement before the start of each exam session.Signing this agreement is a commitment to behaving ethically before, during and after the exam.
Exam Integrity Tip Line
CFP Board's confidential, toll-free Exam Integrity Tip Line – 1-855-EXAMTIP or 1-855-392-6847 – is available for examinees to report any type of exam-related security issue or misconduct.