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CFP – Certified Financial Planner

CFP – Certified Financial Planner vs 3 alternatives compared

Exam fee, level, duration, validity and salary side by side. Blank cells mean we do not have verified data yet.

CFP – Certified Financial PlannerCFA Level I – Investment AnalysisCISI – Wealth & Investment ManagementACIB – Associate of the Chartered Institute of Bankers
VendorCFP BoardCFA InstituteCISILIBF
LevelAdvancedBeginnerIntermediateIntermediate
Exam fee$825–$925$940–$1,250£190–£350£400–£900
Duration—Two 135‑minute sessions——
Passing score————
Valid for————
Typical salary$75K–$130K$80K–$120K£45K–£80K£35K–£60K
Prerequisites————

Which should you choose?

Should I take CFP – Certified Financial Planner or CFA Level I – Investment Analysis first?

CFA Level I – Investment Analysis is the lower-level certification (Beginner vs Advanced), so it is usually the better first step.

Should I take CFP – Certified Financial Planner or CISI – Wealth & Investment Management first?

CISI – Wealth & Investment Management is the lower-level certification (Intermediate vs Advanced), so it is usually the better first step.

Should I take CFP – Certified Financial Planner or ACIB – Associate of the Chartered Institute of Bankers first?

ACIB – Associate of the Chartered Institute of Bankers is the lower-level certification (Intermediate vs Advanced), so it is usually the better first step.