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It explains registration steps, accommodations, fee information, and preparation guidance for both online proctoring and in-person testing, covering what to bring, permitted items, software, and exam timing. 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By registering for and writing the CFP examination, candidates confirm they understand and accept the policies and procedures in the guide.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},395191,1791175182,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":39,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},962090769052,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Guide to the CFP ® Examination  \nVersion: 4.9  \nLast Updated: 06/ 11/2026  \nCONTENTS  \nGuide to the CFP® Examination................................................................................................ i  \nIntroduction .............................................................................................................................2  \nPolicies and Procedures ...........................................................................................................2  \nWe’re Here to Help ..................................................................................................................2  \nHealth and Safety Protocols for In-Person Examinations .........................................................2  \nConsidering Online Proctoring? ...............................................................................................3  \nRegistering for the Examination ...............................................................................................4  \nTesting Accommodations ....................................................................................................... 12  \nLanguage Preference.............................................................................................................. 13  \nUpdating Your Legal Name and Changing Contact Information ............................................. 14  \nRequesting to Withdraw or Postpone .................................................................................... 14  \nPolicy Exception Requests ...................................................................................................... 15  \nFees........................................................................................................................................ 16  \nPreparing for the Examination ............................................................................................... 17  \nStudy Tips for the CFP Examination........................................................................................ 18  \nOnline Proctoring: Preparing Your Computer and Testing Environment ................................ 19  \nIn-Person: Important Information ..........................................................................................20  \nOnline Proctoring: Important Information .............................................................................21  \nPreparing Your Examination Environment..............................................................................22  \nExam Day Timing ....................................................................................................................23  \nItems Not Permitted ..............................................................................................................26  \nAll Candidates: What to Bring ................................................................................................27  \nScrap Paper/Whiteboard .......................................................................................................30  \nAll Candidates: Examination Software ...................................................................................31  \nAfter the Examination ............................................................................................................33  \nPublication of Examination Results ........................................................................................36  \nEthics and Conduct ................................................................................................................36  \nAppendix A: Candidate Statement of Understanding.............................................................39  \nAppendix B: Equations for Rate of Return and Time Value of Money of Calculations ............41  \nAppendix c: Abbreviations and Acronyms ..............................................................................42  \nAppendix D: Using Corporate Computers for Online Proctoring .......................","cbCaig1c2phHMmZj","https://ap.wps.com/l/cbCaig1c2phHMmZj","pdf",765230,47,"English","# Introduction\n# Policies and Procedures\n# We’re Here to Help\n# Health and Safety Protocols for In-Person Examinations\n# Considering Online Proctoring?\n# Registering for the Examination\n# Testing Accommodations\n# Preparing for the Examination","[{\"question\":\"What does the CFP examination guide cover for candidates?\",\"answer\":\"It provides guidance on what to expect before, during, and after the exam, including policies, preparation steps, proctoring options, and post-exam information such as results publication.\"},{\"question\":\"How are online proctoring and in-person examinations handled?\",\"answer\":\"The guide includes specific preparation and important information for online proctoring (including computer and testing environment) as well as important details for in-person testing.\"},{\"question\":\"Are there policies that candidates must accept when registering?\",\"answer\":\"Yes. By registering for and writing the CFP examination, candidates confirm they understand and accept the policies and procedures in the guide.\"}]","Guide to the CFP Examination - Version 4.9 | PDF",1790416757,118]