🔷 EXAM

ABOUT THE EXAM

Acquiring the DSFP certification is supported by a successful completion of its examination. Passing this exam will demonstrate your expertise and proficiency in providing comprehensive financial advice to all clients, solidifying your success as an Digital Asset and Sustainable Finance professional. To guarantee that you meet this goal, the DSFP provides invaluable resources and support for those aspiring to reach their full potential during the testing process.

DOWNLOAD THE DSFP SUMMARY PDF ➡️ UPCOMING EXAM DATES AND REGISTRATION ▶️

GET FAMILIARIZED

When you understand the structure and contents of the exam, as well as what to expect on test day, your confidence will rise tremendously. CMSSA has provided a wealth of resources for preparing for this important milestone. For instance, there is an online practice exam with realistic questions, so that when you come across real questions during testing time. With these tools at your disposal you have a better chance of being prepared.

If you're considering becoming a DSFP Advisor, it's time to get ready for the exam. It will be an intense one-day test with one, three-hour sections that are broken down into subsections. You'll need to answer up to 130 multiple choice questions, some alone and others as part of case studies.

Utilizing a comprehensive approach to studying the essential domain  topics of your financial planning exam is necessary for attaining optimum test performance. Acquainting yourself with these principal areas will guarantee that you possess the requisite expertise and acuity in order to succeed.

Whether it's your first time or you are a seasoned veteran, the DSFP exam should be taken in an environment that makes you feel comfortable and ready. To ensure this, our testing centers nationwide provide a comprehensive overview of what to expect when taking the exam.

The DSFP exam is a trial of your knowledge and commitment; you'll need to pass in order to progress. To make sure that your hard work pays off, it's essential to know how the test will be scored, when you can anticipate receiving feedback on your performance, and what those scores mean.

BEFORE YOU TAKE THE EXAM

HOW WE DEVELOP THE DSFP EXAM

CMSSA  has undertaken a groundbreaking endeavor to develop exam content that accurately reflects the current practice of financial planning, through an extensive and multi-method study with experts in Finance, Blockchain and Energy Industries. This research project is one of the largest in America pertaining to digital assets and sustainability knowledge base; it is led by experienced researchers who guarantee the reliability, validity and legal soundness of each test result.


The CMSSA employs the assistance of volunteer professionals to craft their exam. These individuals, aptly referred to as Subject Matter Experts (SMEs), serve in two capacities: item writers and reviewers; additionally, members of the Council on Examinations—which is an assemblage with considerable experience concerning DSFP exams—give final review and approval for all test queries.


The pass rate for the exam is established through a curve, in which DSFP professionals pinpoint the minimal competence needed to pass. CMSSA does not pre-determine or set an exact percentage of questions that must be answered correctly on the exam.

REGISTER FOR THE DSFP

  • Register and prepare for the exam
  • Qualify for your educational requirements
  • Qualify for the work experience requirements
  • Get access to study resources and candidate materials
  • Register for your test day to take your exam in person
REGISTER