CFP vs CFA: Financial Planning or Investment Analysis?

The CFP is built for personal financial planning and advising individuals; the CFA is built for institutional investment analysis. The right one depends on whether you want to work with people or portfolios.

CFP ExamCFA Level I
Exam bodyCFP BoardCFA Institute
Questions170180
Time limit360 min270 min
Passing scoreVariesVaries
Topics covered410
CertPractice price$29/mo$39/mo

Which should you take?

Choose the CFP to advise individuals on planning, retirement, and wealth. Choose the CFA for investment analysis and asset management roles.

CFP Exam prep

The premier credential for financial planners. Covers comprehensive planning across investments, insurance, tax, retirement, and estate.

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CFA Level I prep

The most respected investment credential globally. Tests knowledge of ethics, analysis, and portfolio theory across all asset classes.

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