The College provides computerized online testing, which permits you to conveniently test when you feel prepared. The College's examinations are administered at participating PSI Testing Centers, Prometric Testing Centers, or Schroeder Measurement Technologies ISO Quality Professional Testing Centers ("ISO") or through individual proctors.
All end-of-course examinations must be proctored either at a testing center or a registered individual proctor. A student's proctor must be someone with whom the student has no business or family relationship. Business relationship is further defined as working within the same company regardless of physical location title or position. The proctor may not be a current student with the College for Financial Planning.
Prior to taking your end-of-course examination, sign-in to the Online Testing system to make sure your are eligible for this relevant test.
If You Do Not Pass A Course Exam
Professional Designation students that are unsuccessful on their exam must test at a testing site and pay a testing fee for each exam; there are no free retakes.
CFP® Certification Professional Education Program students may retest once at no additional charge (other than any applicable testing center fees). For each subsequent retest, an exam rescheduling fee of $100 must be paid directly to the College. To allow time for additional studying, we suggest that you wait 24 hours after making your payment before retaking the exam.
Special Testing Sessions
Alternate testing arrangements may be made if you have medical reasons requiring special provisions. A written request for such arrangements should accompany your application for enrollment, or you may send an email to firstname.lastname@example.org .
Additionally, the College requires that:
- Before, during, and after testing, you will conduct yourself in an ethical manner befitting the situation and that you will not compromise your performance or the ability of others to perform independently on any examination or assignment.
- You understand that any duplication of test materials is considered a violation of the Examination Procedure and Grading Policy and may result in dismissal from the program.
- You will not claim completion of a program, or of earning a designation, until the College has formally notified you of such completion.
Failure to abide by these expectations or any other unethical behavior may result in action by the Academic Disciplinary Committee and may result in discipline up to and including your dismissal as a student of the College for Financial Planning®.
Testing academic achievement is an ongoing process. Although the examinations administered over time may appear similar in content and format, they are continually modified by our academic staff. Exam items are selected from a large pool of questions, which permits the creation of unique, high-quality exams for every test administration. Security measures implemented by the College require that questions remain in the test pool; thus, they are not available for release. Examinations are the property of the College and cannot be released to students. Exam format and administration are subject to change.
You may not use your study material or have any outside assistance when taking your end-of-course examination. You may not print or copy any exam questions. You will have a limited time to complete your test.
Students who fail to comply with these standards are subject to the action of the Academic Policy Committee and may result in discipline up to and including your dismissal as a student of the College for Financial Planning®.
If you experience problems, or have questions about testing for your continuing education courses, call the Student Services Center at 800-237-9990 option 2.
State Insurance Continuing Education Credit
Because State Insurance Continuing Education Credit is regulated by individual States' agencies, some states have very restrictive rules regarding forms, proctors and procedures. If you plan to apply for State Insurance CE credit, it is critical that you visit our State Insurance CE pages for information and requirements specific to your State before you select an online testing option.
Continuing Education Courses
When you take courses through the Continuing Education area of the site, your tests are given as a regular part of the CE course. These exams do not require a proctor or testing center.
How to Schedule Exams at an Approved Testing Center
- Check your eligibility by clicking on a course link from the Student Homepage
- Identify yourself as a student of the College for Financial Planning®. You are responsible for checking your eligibility to be sure you can test on the scheduled date.
- Since availability varies by site and time of year, it is advisable to allow four to six weeks lead time when you schedule your examination.
- Not all testing sites are equipped to administer the College's examinations; therefore, it is best to call the National Call Center and not your local site.
- PSI allows students to schedule exams through an automated system 24 hours a day.
- When scheduling an exam through PSI, you will be asked to provide your StudentID Number and Name.
- Prometric offers a Test Center Tour to give you a preview of what to expect.
- When scheduling an exam through Prometric, you will be asked to provide your StudentID Number, Name, and Telephone Number.
- ISO offers easy to follow instructions to schedule your exam.
- When scheduling an exam through ISO, you will need the login and password sent to you upon your enrollment. Your login is your email address and your password is your StudentID Number.
Testing centers provide an environment that is conducive for testing and are staffed with trained professionals. There is a testing fee associated with the exam.
All students taking an exam at a College-approved testing vendor are subject to that vendor's policies and procedures; including any fees associated with rescheduling and cancellation.
Monday-Friday, 7:30 a.m.-8:00 p.m.; Saturday, 11:00 a.m.-5:00 p.m. Eastern Time
Schroeder Measurement Technologies/ISO Quality Professional Testing Centers
Monday-Friday, 8:00 a.m.-5:00 p.m. Eastern Time
Testing Vendor Policies
Student's testing fee and eligibility are forfeited if one of the following occurs:
- You do not show up for a scheduled exam.
- You arrive for an exam more than 15 minutes after the scheduled start time for your test and the center is unable to allow you to test.
- You schedule an exam for which you are not eligible.
- You do not bring two signed forms of identification with you, one of which must include your photo.
- You miss the deadline to cancel or change the date and time of a scheduled exam.
- Students must make and confirm all cancellations/changes through direct contact with the testing vendor, not the College for Financial Planning.
- Leaving a message on a recorder or a voice mail is not sufficient to confirm cancellation/change.
If you are planning on using the course for State Insurance CE credit, view your state's proctor requirements before arranging to test at a testing center.
A proctor is a disinterested third party—someone with whom you have no business or family relationship. Business relationship is further defined as working within the same company regardless of physical location, title or position.
The proctor is responsible for ensuring that you meet the requirements for legitimate completion of the exam. The examination must be administered on a computer with an Internet connection.
Students may not use study materials or any other type of outside assistance during the end-of-course examination.
If you selected an individual proctor, you are responsible for any costs associated with the use of a computer and the Internet. The exam may be taken at any location upon which you and your proctor agree.
If you are planning on using the course for State Insurance CE Credit, view your state's proctor requirements before arranging for an individual proctor.
If you are a proctor and you do not have a login, you can register here. If you have a login but have forgotten your password, you can reset your password here . A reset password link will be emailed to the email address provided during registration. If you do not receive an email, please check your spam folder.
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When can I take my exam?
Be sure to check your eligibility by clicking on a course link on the Student Homepage before taking an exam.
Where do I take an exam?
CFP® Certification Professional Education Program students: If you use a disinterested third party as your proctor you can take the exam from any computer with an Internet connection. Be sure you can spend up to four hours of uninterrupted time at the location you choose. You can also take your exam at a participating testing center and pay a testing fee.
Professional Designation students must test at a testing center and pay a testing fee for each exam; there are no free retakes. After paying your testing fee to the College, (usually paid upon enrollment) you should contact the testing center directly. For more information click the Testing Center tab.
What is the best time of day to take an exam?
Ideally, you should schedule your exam to begin during the College's normal business hours of 7:00 a.m. – 5:00 p.m. Mountain Time. You are welcome to schedule your exam outside these hours; however, you will not be able to contact the College for technical support.
Can I use a calculator on the exam?
The only calculator which is allowed is a financial calculator that is not alpha-programmable.
Do I have to use the same proctor for each exam?
No, you can use a different proctor for each exam if you prefer. However, each proctor has to register on the College's Web site his/her own unique username and password.
Do I have to complete the exam in one sitting?
Yes, exams have a time limit. The exam must be completed within the time provided. If you require special accommodations, please contact the College for more information.
Can I change my answers?
Yes, you can change your answers. You can review any question again and change the answer as often as you like. Make sure you are satisfied with all your answers on the Exam Confirmation screen before submitting the entire exam. Once you have submitted the entire exam by clicking on the "Submit Exam" button, answers can neither be changed nor can the exam be retrieved.
Do I receive immediate results?
Yes, the exam is graded immediately after you submit it and the Exam Report is displayed.
How will the College know the results of my exam?
Your exam information is sent via the Internet to the College. Our computer system grades your exam, records the information, and immediately returns the results to the terminal on which you tested.
What are the computer requirements?
Any modern Web browser should be able to display the exam. View the computer requirements tab for more information.
I was unsuccessful on my first exam, how long do I have to wait to retest?
It is suggested that you wait a minimum of 24 hours before you retest. This gives you time to do additional study on the subject matter.
How many times can I test?
Professional Designation students must test at a testing site and pay a testing fee for each exam. There are no free retakes; however you may test as many times as needed. CFP® Certification Professional Education Program students can test two times (your original exam and one retest) at no charge from the College. If you need to test a third or subsequent time, there is an exam rescheduling fee that must be paid to the College at least 24 hours before you want to test.
I have outdated materials, what will I be tested on?
Your exam is generated based on your study materials. Unless you purchase the updated study materials, you will be tested on the information in the books you have in your possession.
My proctor has lost/forgotten their username and password, now what?
If you are a proctor and have forgotten your password, you can reset your password here . A reset password link will be emailed to the email address provided during registration. If you do not receive an email, please check your spam folder. The College staff cannot provide proctor information via telephone or email.
I am located outside of the United States – how do I take an exam?
You need to find a proctor to monitor you while you are taking an exam at your home or business via the Internet. International testing sites are not set up to do testing on the College's website. Please contact the Student Services Center at email@example.com to set up an exam.
Who can be a proctor?
If you are not going to use the passing of this course for any kind of continuing education credit, you can use a disinterested third party as your proctor. If you would like to receive CE credit for passing this exam, the proctor requirements are determined by the state which will be granting the CE credit. For more information please click the Proctor tab.
How will I log in to the exam when testing?
When utilizing an individual proctor you will use your student web login and password provided by the College at the time of your enrollment. This is the same web login and password used to access eCampus and your online study materials. You may contact the Student Services Center if you need this information. If you are testing at a testing center the testing administrator will help you access your examination.