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ONLINE TESTING
GENERAL INFORMATION
ONLINE TESTING FOR COLLEGE PROGRAMS
ONLINE TESTING AT TESTING CENTERS
ONLINE TESTING WITH AN INDIVIDUAL PROCTOR
ONLINE TESTING DEMONSTRATION EXAM
ONLINE TESTING FAQS
ONLINE TESTING FOR STATE INSURANCE CONTINUING EDUCATION CREDIT
ONLINE TESTING FOR CONTINUING EDUCATION COURSES
GENERAL 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 Centers, or Schroeder Measurement Technologies ISO Quality Professional Testing Centers ("ISO"). Under special circumstances, one may test using an individual proctor.

If you do not pass a course exam
Professional Designation students who 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, you must wait 24 hours from receipt of 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 e-mail to cffpssc@apollogrp.edu.

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ONLINE TESTING FOR COLLEGE PROGRAMS
The Online Testing System
Enter the Online Testing System
ONLINE TESTING AT TESTING CENTERS

Examinations can be conducted at PSI Testing Centers, Prometric Testing Centers ("Prometric"), or Schroeder Measurement Technologies ISO Quality Professional Testing Centers ("ISO") throughout the United States and Canada. These testing vendors provide an environment that is conducive for testing and are staffed with trained professionals.

www.psiexams.com

Try Prometric's Test Center Tour

www.isoqualitytesting.com

Scheduling Your Exam

Step one: Contact the College for Financial Planning's Student Services Center at 1-800-237-9990 Option 2 and pay a non-refundable testing fee. This will ensure testing eligibility with any of the College's testing vendors. Students who enrolled in the College's Professional Designation programs after January 1, 2010, paid one testing fee upon enrollment.

Step two: Contact a testing vendor and schedule an exam online or at the number listed below to schedule an appointment and locate a testing site equipped to access the College's exams.

PSI Services
www.psiexams.com
1-800-733-9267
Monday-Friday, 7:30 a.m.-8:00 p.m.; Saturday, 11:00 a.m.-5:00 p.m. Eastern Time
Prometric Online Registration: ISO Quality Testing Online Registration:
www.prometric.com/cffp
Prometric National Call Center
1-800-715-8733
Monday-Saturday, 8:00 a.m.-8:00 p.m. Eastern Time.
www.isoqualitytesting.com
1-866-773-1114
Monday-Friday, 8:00 a.m.-5:00 p.m. Eastern Time

Please note the following before scheduling your exam.

  • 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.
  • Prometric offers a Test Center Tour to give you a preview of what to expect.
  • ISO offers easy to follow instructions to schedule your exam.
  • When scheduling an exam through PSI, you will need your Student ID number and name.
  • When scheduling for an exam through Prometric you will be asked to provide your Student ID number, name, and telephone number.
  • When scheduling an exam through ISO, you will need the login and password sent to you upon your enrollment. Your login is your e-mail address and your password is your Student ID number.

Testing Vendor Policies

Your 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.

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ONLINE TESTING WITH AN INDIVIDUAL PROCTOR

This option is only available under specific circumstances. It allows you to find a disinterested third party—someone with whom you have no business or family relationship—to register as your proctor. Business relationship is further defined as working within the same company regardless of physical location, title, or position. Your 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. You may not use your study materials or any other type of outside assistance during the end-of-course examination. If you select 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.

Computer System Requirements 

Proctor Registration in the Online Testing System

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ONLINE TESTING DEMONSTRATION EXAM

You are strongly encouraged to take our Online Testing demonstration exam prior to testing. To access the Online Testing demonstration, please click the Online Testing link below. After reviewing online instructions on how to operate and navigate the test site, you are able to complete your exam and submit it over the Internet. Exam results are immediately sent back to you at your computer.

The Online Testing System
Enter the Online Testing System
ONLINE TESTING FAQS
We have assembled some frequently asked questions specific to online testing on our FAQs page.

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ONLINE TESTING FOR 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.

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ONLINE TESTING FOR 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 course. The requirements listed in the “Online Testing for College Programs” section above will not apply for these tests.

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.

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CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.