What to Bring to the Exam

What to Bring to the Exam

• A valid, unexpired government-issued photo identification, such as a driver's license.
  • The name on the ID must be identical to the name under which you are registered.

• One or more battery-powered, non-programmable, financial calculator(s). Please read CFP Board’s Calculator Policy for a list of approved calculators. You will need a dedicated financial calculator to assist with examination questions that may require calculations. The calculators listed below are the only calculators allowed into the testing room. 

  Hewlett Packard

  • HP 10b
  • HP 10bll
  • HP - 10bll+
  • HP 12c
  • HP 12c Platinum
  • HP 17bll+

  Texas Instruments

  • TI BAII Plus
  • TI BAII Plus Professional
  • TI BAII Plus (Business Analyst)

  Sharp

  • Business/Financial Calculator EL-733
  • Business/Financial Calculator EL-733a
  • Business/Financial Calculator EL-738

View the full calculator policy and images of allowed calculators for the CFP® exam. 

Prohibited Items

• No food is allowed in the exam room. Individuals may bring one clear bottle of water with all labels removed into the exam room.
  • All exam sites provide access to water fountains located outside of 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 Testing Accommodations Request Form.
• No notes are allowed in the exam room.
  • You will be provided with a scratch paper booklet upon entering the exam room.
• No electronic devices, with the exception of a calculator, are allowed in the exam room. You are not allowed to access electronic devices other than an acceptable calculator during the exam.