The Process of Becoming a Certified Financial PlannerBecoming a certified financial planner is not as easy as it may seem. It takes years of experience and education to become a CFP. In order to become certified, you must first have a degree in finance or a related field. You must then complete a training program that is accredited by the Certified Financial Planner Board of Standards. Once you have completed the training program, you must pass a rigorous exam.