Testing Information
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
cffpssc@apollogrp.edu.
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®.
Examination Procedures
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®.
Testing Problems
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 Vendors
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.
PSI Services
www.psiexams.com
800-733-9267
Monday-Friday, 7:30 a.m.-8:00 p.m.; Saturday, 11:00 a.m.-5:00 p.m. Eastern Time
Prometric
www.prometric.com/cffp
Try Prometric's Test Center Tour
800-715-8733
Monday-Saturday, 8:00 a.m.-8:00 p.m. Eastern Time
Schroeder Measurement Technologies/ISO Quality Professional Testing Centers
www.isoqualitytesting.com
866-773-1114
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.
- PSI cancellation deadline is 1:00 p.m. Eastern Time 1 day prior to scheduled appointment.
- Prometric cancellation deadline is 12:00 p.m. Eastern Time 2 days prior to scheduled appointment.
- ISO Quality cancellation deadline is 12:00 p.m. Eastern Time 4 days prior to scheduled appointment.
- 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.
Browsers
The College for Financial Planning online testing website is accessible by any browser
that supports HTML, CSS, and JavaScript. No plug-ins are required, and you will
not be prompted to install any additional software.
It is suggested that you use the latest version of your browser of choice.
Internally, the College reviews the online testing website with the latest versions of Internet Explorer and Firefox.
JavaScript must be enabled in order to take an exam.
Cookies and Privacy Concerns
It is required that your browser accept cookies.
Cookies enable us to keep track of important information essential to the online testing system. We are aware that privacy is very important to our students. We respect your privacy, and use strict standards to protect that privacy. We recommend you review our Privacy Policy if you have any concerns.
Firewalls
Company firewalls sometimes block access to portions of our website or prevent the
use of JavaScript. Your system administrator will be able to tell you what is, or
is not, blocked at your location.
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 cffpssc@apollogrp.edu
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 My Campus 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.

