DSFP EXPERIENCE REQUIREMENTS
To be successful as a DSFP professional, you must have the right experience. There are multiple paths to fulfill this requirement and it can occur before or after completing your exams. we ask that all our candidates obtain at least two years of experience in one of the areas below. If you have no university degree or other educational certifications then we ask the the candidate has five years of education in these areas:
- ACCOUNTING
- COMPUTER SCIENCE
- ASSET MANAGEMENT AND FINANCE
- CONSTRUCTION OR REAL ESTATE DEVELOPMENT
- ENGINEERING AND SUSTAINABILITY
- CRYPTOGRAPHY
- ENVIRONMENTAL SCIENCE
- BANKING
WHAT QUALIFIES AS WORK EXPERIENCE?
To be considered a qualified candidate, applicants must have at least five years of experience in the relevant CMSSA approved industry sectors above. However, if you don't meet this requirement, obtaining a four-year college degree or equivalent and an additional credential from the CMMSA approved educational certification list will suffice as one year towards meeting this prerequisite.
Furthermore, whether it's an MBA or PhD earned, each educational credit from an accredited university can equate to one year of work experience.
INDUSTRY EXPERIENCE QUALIFICATIONS
FULL-TIME EXPERIENCE: To earn a full month of work experience, you are required to complete at least 35 hours/week for four consecutive weeks in the CMSSA approved industry sector list above
PART TIME EXPERIENCE: To qualify, your part-time experience must be between 20 and 34 hours a week.
- 1040 hours of part-time = 6 months of full time experience
- 2080 hours of part-time = 12 months of full time experience
INTERNSHIP:
Whether your internship is paid or unpaid, you must have documentation affirming your role as an intern on either the company/organization's letterhead or (if it is at a school) the registrar’s stationery.
CONTINUING EDUCATION REQUIREMENTS
After you pass the CFP® exam, you have 36 months to complete your experience requirements to keep your certification. CE will accumulate at a rate of 1 hours per month until all prerequisites are satisfied. You must fulfill any accrued CE prior to earning certification status.
FREQUENTLY ASKED QUESTIONS
Got a question? We’re here to help.
START YOUR JOURNEY TO THE DSFP CERTIFICATION
- 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