Project management is one of the fastest-growing professions, with an estimated 25 million jobs expected to be created around the world by 2030. To fill these roles, businesses across industries are seeking new project managers with the qualifications and expertise necessary to make a positive impact in their organizations.
The Certified Associate in Project Management (CAPM)® and Project Management Professional (PMP)® are both specialized credentials offered through the Project Management Institute (PMI)® that Improve credibility and offer professionals opportunities to increase their skills, lead larger projects and advance their careers.
In order to choose the certification that best aligns with your intended career goals, it is critical to understand the differences between CAPM and PMP certification. These differences include prerequisites, cost, level of difficulty and industry-wide perception of the credentials.
Because those planning to earn CAPM certification are not required to have project management experience or a four-year degree, the CAPM is ideal for latest community college graduates or current undergraduates who want to bolster their resume with a credential that demonstrates a commitment to a career in project management.
While the CAPM is ideal for people beginning their careers, there are some additional prerequisites, including that candidates must complete 23 contact hours before taking the exam. Contact hours are hours spent in project management education or training. These hours can be completed on site or online, enabling candidates to fulfill this requirement without putting their professional, educational or personal obligations on hold. Some universities may also offer project management education at this level as a part of a degree program.
OR
- A four-year degree
- 36 months of leading and directing projects within the past eight years
- 35 hours of project management education/training or CAPM certification
- While the PMP certification does not require a bachelor’s degree, job candidates who hold a four-year degree have a significant advantage. PMP candidates with a secondary degree must have 60 months of experience in leading and directing projects to qualify, while those with a four-year degree are only required to have 36 months of experience.
- In addition, the PMP certification requires 35 hours of project management education, compared to the CAPM’s 23-hour minimum requirement. Purdue’s flexible online Project Management Essentials course fulfills the hourly requirement of both certifications.
CAPM vs. PMP Certification test Cost
Professionals who pursue project management certification are making a valuable, long-term investment in their careers. Part of that investment does include test fees.
The PMI requires a fee for both exams, with the cost of the CAPM test at $225 for PMI members and $300 for non-members. The cost of the PMP test is $405 for PMI members and $575 for non-members. See the table below for a quick comparison.
| PMI members | Non-members | |
|---|---|---|
| CAPM test cost | $225 | $300 |
| PMP test cost | $405 | $575 |
A one-year membership to the PMI is $139 and comes with many tools and templates for your professional use, including a downloadable copy of the Project Management Body of Knowledge (PMBOK® Guide).
Many companies offer professional development benefits that may cover employee education and professional credentialing costs. According to a 2022 survey by the Society for Human Resources, 78% of employers cover opportunities for professional skill development.
How Difficult Are the CAPM and PMP Certification Exams?
Because the CAPM is geared toward entry-level project managers or those who are considering a project management career, the CAPM test is widely considered to be less rigorous than the PMP exam.
The CAPM test questions are derived from the PMBOK® Guide, PMI’s global standards for project management, as well as other sources, which are listed (with the relevant chapters) in the CAPM test reference list.
The PMP certification exam, on the other hand, is appropriate for individuals of varying experience levels — from those early in their career to established professionals with more significant project management experience — and is therefore more challenging to achieve.
Like the CAPM, the PMP test also covers the PMBOK® Guide, but it also includes questions designed to test whether the candidate knows how to handle real-world project management scenarios.
To pass the PMP Exam, PMI not only recommends studying the PMBOK® Guide, the PMP Examination Content Outline and the PMP handbook, but also enrolling in a formal course of study offered by a PMI Authorized Training Partner (ATP), such as Purdue University.
CAPM test Details
The CAPM test consists of 150 questions that call for multiple-choice, hot spot and drag-and-drop responses, in addition to animations and comic strips. The test questions cover four domains to integrate different project delivery approaches, with a specific proportion of questions in each.
| CAPM Domain | Proportion of test Questions |
|---|---|
| Project Management Fundamentals and Core Concepts | 36% |
| Predictive, Plan-Based Methodologies | 17% |
| Agile Frameworks/Methodologies | 20% |
| Business Analysis Frameworks | 27% |
Candidates have three hours to complete the test, with a 10-minute break in the middle.
PMP test Details
The PMP test consists of 180 questions that fall under three domains in predetermined proportions. About half of the questions represent predictive project management approaches, while the other half represent agile or hybrid approaches. Questions regarding these different approaches are spread throughout the domains.
| PMP Domain | Proportion of test Questions |
|---|---|
| People: includes managing conflict; building and leading a team; supporting team members and stakeholders; and collaboration | 42% |
| Process: includes communication, risk management, scope and schedule planning/management and project methodology selection | 50% |
| Business Environment: includes managing project compliance, assessing project value and integrating organizational change | 8% |
Candidates have 230 minutes to complete the exam, with two 10-minute breaks.
CAPM vs. PMP Certification: Industry-Wide Benefits
Considering that the CAPM certification is more affordable and requires less experience than PMP certification, project managers may ask themselves, “Why would I pursue PMP certification?” The answer is simple: The PMP is the most significant, industry-recognized certification for project managers worldwide.
PMPs work in a wide range of industries in almost every country. Many employers require PMP certification when hiring project managers because PMPs have demonstrated the knowledge and skills necessary to lead complex projects and direct project teams.
PMPs bring value to their organizations while advancing their own careers. Project managers with a PMP certification earn a 22% higher median salary than those without a PMP certification, according to PMI’s Earning Power Salary Survey.
While CAPM certification isn’t as widely recognized as PMP certification, it demonstrates knowledge of PMI’s project management framework and project management processes, which can certainly benefit candidates when applying for jobs. In addition, CAPM-certified employees have a working knowledge of the PMBOK® Guide, which can serve as an excellent first step to eventually pursue PMP certification.
Frequently Asked Questions
Is it possible to convert a CAPM to a PMP?
Converting to PMP certification is not an option. However, CAPM certification meets the PMP test requirement for 35 hours of project management education/training, so you can achieve PMP certification faster.
How much experience do you need for CAPM certification?
CAPM certification does not require any professional experience, making it an attractive credential for latest graduates as well as anyone seeking to begin a career in project management. However, it does require a minimum of 23 contact hours of project management education.
How much experience do you need for PMP certification?
The experience needed to qualify for the PMP test and go on to earn PMP certification is based on previous education:
- Professionals with a four-year degree must have a minimum of three years (36 months) of non-overlapping project management experience, during which at least 4,500 hours were spent leading and directing project tasks and activities.
- Professionals without a four-year degree must have a minimum of five years (60 months) of non-overlapping project management experience, during which at least 7,500 hours were spent leading and directing project tasks and activities.
The experience requirements must have been accumulated within the past eight years.
Do I have to be a PMI member to earn CAPM certification?
PMI membership is not required to take the CAPM test or earn certification, but members do receive a discount on the test fee ($60 for PMI members, down from $150 for non-members), as well as other benefits.
Do I have to be a PMI member to earn PMP certification?
No, it is not necessary to become a PMI member to earn PMP certification, though members do have a reduced test fee ($60 for PMI members, down from $150 for non-members) among other benefits.
How long does it take to process the CAPM application? How long does it take to process the PMP application?
According to the PMI, applications take about five to ten days to process.
Do I need to renew my CAPM certification or my PMP certification?
Yes, both the CAPM certification and the PMP certification require a renewal every three years.
- Professionals with CAPM certification need to pay a renewal fee ($60 for PMI members, $150 for non-members) plus earn 15 professional development units (PDUs) over the three-year cycle in order to maintain their status. These PDUs are broken down into nine PMI Talent Triangle PDUs and six Giving Back PDUs.
- Those who have a PMP certification will need to pay a renewal fee ($60 for PMI members, $150 for non-members) plus earn 60 PDUs over the three-year cycle to maintain their status. PMP professionals have some choice in how they distribute their required PDUs; visit the PMI’s requirements page for more information.
Purdue University’s Online Project Management Courses
Professionals who participate in Purdue University’s online project management courses can gain a wealth of field knowledge, solid foundational skills, and exceedingly effective preparation for the PMP test in order to obtain a project management certificate. Course materials and activities align closely with A Guide to the Project Management Body of Knowledge (PMBOK® Guide) to help learners retain project management knowledge and apply it to their current projects.
Project Management Essentials
This 100% online, instructor-led course runs for eight weeks and allows working professionals to gain familiarity with basic project management concepts and terms.
Participants are empowered to begin effectively applying their newly acquired knowledge and skills to current projects and earn project management hours that can help qualify them to take the PMP exam.
Experienced PME instructors engage participants in a range of learning activities, including directed study of the PMBOK® Guide; online discussions; recorded lectures; quizzes and self-tests; and written assignments. The instructors also welcome the opportunity to coach interested learners on an individual basis via email or scheduled phone appointment.
PMP test Preparation
PMP test Preparation is a live, virtual course based on the PMBOK® Guide. Enrollment includes 90-day access to all course material, which is 100% aligned to the Project Management Institute’s PMP® test Prep content.
Participants get an in-depth review of some of the most challenging learning material on the test and learn how to build a personal study plan.
This course is for project managers who have a minimum of three years’ experience and prior knowledge of the PMBOK® Guide.
Project Management Professional, PMP, CAPM, and PMBOK are registered marks of the Project Management Institute, Inc.
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Sources
Project Management Institute. 2020. “PMI® Certifications.” Accessed June 5, 2023. https://www.pmi.org/-/media/pmi/documents/public/pdf/certifications/generic-certification-handbook-sixteen-translations.pdf
Project Management Institute. 2023. “PMI® Certified Associate in Project Management (CAPM®) Examination Content Outline.” Accessed June 5, 2023. https://www.pmi.org/-/media/pmi/documents/public/pdf/certifications/capm20ecofinal.pdf
Project Management Institute. 2021. “Project Management Professional (PMP®) Examination Content Outline.” Accessed June 5, 2023. https://www.pmi.org/-/media/pmi/documents/public/pdf/certifications/pmp-examination-content-outline.pdf
Project Management Institute. 2021. “Talent Gap: Ten-Year Employment Trends, Costs, and Global Implications.” Accessed June 5, 2023. https://www.pmi.org/-/media/pmi/documents/public/pdf/learning/career-central/talent-gap-report-2021-finalfinal.pdf
Society for Human Resources. 2022. “Employee Benefits Survey: Executive Summary.” Accessed June 5, 2023. https://shrm-res.cloudinary.com/image/upload/v1654193525/Membership%202022/Employee_Benefits_Survey_-_Executive_Summary_-_FINAL.pdf
Month-long testing windows offer candidates the ability to take the test on the day and time that is most convenient during a 30-day period.
1. Where are the test sites located?
Test Sites are located across the United States. At the time of scheduling the exam, candidates can select a site based on their zip code.
2. What are the typical hours of operation for a test site?
The normal hours of operation at Test Sites are 8 a.m. to 5 p.m., but times can vary. When registering, confirm the hours with the site you wish to select.
3. What do candidates need to bring to the test site?
Candidates are required to bring one (1) form of valid (non-expired), government issued, photo ID to the test site. Additionally, candidates must bring a copy of their Confirmation Notice which is emailed to them at the time of registration.
4. What is the test site change or cancellation policy?
If you wish to reschedule or cancel a testing appointment within the same test window, you must contact Meazure Learning (formerly Scantron) at least 2 business days before the scheduled appointment. Canceling or rescheduling a testing appointment more than 2 business days in advance is subject to a $50 fee. Canceling or rescheduling less than 2 business days in advance of an appointment is not permitted.
5. In addition to the $50 test site fee, what are the ABA fees that will apply if candidates wish to move to another test window?
Please review the procedures and fee schedule on the Certification test Change Policy page. All change and cancellation requests must be made by submitting the Exam Window Change/Cancellation Form.
ABA will consider waiving fees in case of a medical emergency. Requests will be reviewed on a case-by-case basis.
6. Can I take the certification test on my computer at home or at work?
Yes. ABA offers candidates the option of testing at home or another location via live remote proctoring (LRP). Candidates can select the LRP option at the time of scheduling their test date, usually 30 days before the start of the test window. Visit the Test Taker Resource Center for more detailed information. You can also review What to Expect for a demonstration of the test process.7. How much time do I get to complete the exam?
Based on the certification, the test time is either 3 hours or 4 hours:
3-Hour test (150 questions) - CAFP, CFMP, CISP
4-Hour test (200 questions) - CERP, CRCM, CTFA
8. During the exam, can I skip questions and return to them later?
Yes. Questions can be marked and returned to at a later point in the exam, if time permits. Be sure to answer all questions, as only answered questions are scored. To help you navigate the test, please click on one of the links below to preview the test system prior to your test date:
9. Can I review or change my answers?
Yes. Questions can be marked for review and answers changed, if time permits.
10. Are individuals with disabilities accommodated?
Yes. All testing centers are fully accessible and compliant with the Americans with Disabilities Act (ADA). In addition, accommodations can be made for LRP test candidates. You must submit your request for reasonable accommodations, along with supporting documentation with your test application.
11. How are exams scored?
The test is scored on a "Pass/Fail" system using a predetermined cut off score based on advisory board analysis of the degree of difficulty for each question. Exams are scored based on your personal performance and are not graded on a curve.
All ABA Professional Certification exams use scaled scoring. Scaled scores are recommended by the Standards for Educational and Psychological Testing. Many testing programs, including the ACT® and SAT®, use scaled scores.
Exam scores are based on the total number of items answered correctly. The total number of items correct is then converted to a scaled score for reporting purposes. Scaled scores are a mathematical conversion of the number of items that a candidate correctly answers so that there is a consistent scale used across all versions of a test.
All ABA Professional Certification exams are scored on a scale ranging from 200 to 800, with the passing score set at 500.
Each test contains a small number of randomly embedded questions that are included for statistical research purposes. These questions do not count against candidate scores. This form of piloting questions before they are scored is part of ABA's efforts in continuous quality improvement.
Score results are confidential. You must sign an Exam Score Release Form if you want to authorize a third party to receive your score results.
12. How long will it take to receive test results?
An instant pass/fail outcome is provided for most computer-based exams at the testing sites. Official score results are delivered via email within 6 weeks after the close of the test window.
On occasion, ABA holds scores to conduct statistical analysis. This means that for some exams, instant outcomes will NOT be provided at the test sites and all outcomes and score results will be emailed within 6 weeks after the close of the test window.
13. What is the test fee?
All test fees are listed on each certification's webpage.
14. How and when do I select my test date, time, and location?
- When purchasing the test and completing the online application process, you will select your 30 day testing window during which you wish to take the exam.
- Once your test application is approved by ABA Professional Certifications, you will receive registration information via email from Meazure Learning (formerly Scantron) approximately 30 days prior to the start of the test window.
- Please add [email protected] to your safe sender list to ensure you receive the email.
- The email will contain your unique log-in ID and password that you will use to register at your preferred test site on the day and time of your choosing. You will also have the option to schedule the date and time for an LRP test at this time.
- Please contact ABA if you do not receive an email from Meazure Learning (formerly Scantron) at least 15 days before the start of your test window.
15. What is your test retake policy?
- You must wait a minimum of 90 days before you are allowed to retake an test on the next scheduled test date.
- There is no limit to the number of times you can take the exam.
- You must pass the test within a 3 year period from the date of your first test attempt or a new application and full fee is required.
- For more information, please refer to the test Application page for the certification that you are seeking.
Taking an test is the final step to earning an ISA certification. Upon paying the test fee, the application process is complete, and you have acknowledged that you meet the requirements listed below in numbers 1–3.
- Commit to the ISA Code of Conduct.
- Meet the education and work experience requirements for the specific certification for which you are applying.
- Acknowledge that you are subject to a random application verification audit.
- Agree to provide the supporting documents proving your qualifications if you are audited.
- Pay the test fee. (See “Exam Fee” section below for more information.)
Next Steps
- Watch for an email from coming from our testing provider, Meazure Learning (candidatesupport@meazurelearning.com). Expect to receive it fifteen days before your test window. The email will include information about how to schedule your test online or at a test center. NOTE: If you have attended a CCST review course and wish to apply for CCST certification, you must also meet the requirements listed above in numbers 1–3. Since the application fee is included in the cost of all CCST review courses, you will receive an test invitation within three business days after completing the review course.
- Schedule and take your exam. You will be notified whether you pass or not immediately upon completing the exam.
- Watch for an email summarizing your test results. If you pass your exam, you will also receive your digital badge and you will be listed in the ISA Credential Directory.
- Watch for an email from certification@isa.org regarding an audit. You will only receive this email if you have been randomly selected to be audited. If you do not receive this email, you do not need to do anything. Audits are conducted three times per year, so it may take several months after completing your test to receive an email if you have been selected for an audit.
Certification Exams Available
All ISA certification exams are closed book and have multiple choice questions. The CCST Specialist—Level 2 certification test is three hours long and all other certification exams are four hours long. See the information below for the number of questions in each exam.
| Exam | Questions |
| Certified Automation Professional® (CAP ®) | 175 |
| Certified Control System Technician® (CCST®) Level 1 | 150 |
| Certified Control System Technician (CCST) Specialist—Level 2 | 125 |
| Certified Control System Technician (CCST) Master—Level 3 | 150 |
Exam Fees
Submit payment to apply for the chosen certification when you can confirm that you meet the certification requirements to sit for the test and can test within the deadline of the test window of your choosing. You will be notified by email with the next steps to schedule your exam.
CAP
- CAP Requirements
- CAP Application Fee
- 347 USD — ISA Members
- 467 USD — Non-members
CCST
Apply for CCST Certification for Free
Register for one of the CCST review courses and apply for certification for no additional fee. The following courses qualify: Level I Review Course (TS00), Level II Review Course (TS02) or Level III Review Course (TS03). You will automatically receive an test invitation once you start the course. By paying for the review course, you are confirming that you are aware of, have met and can document the requirements for the certification level for which you are applying.
Payment Methods
ISA accepts payment for test fees by check, certified check, money order, PayPal payment, wire transfer in US Dollars, or credit card. Make checks payable to ISA. For wire transfer account information, please contact ISA Customer Service. The following credit cards are accepted: AMEX, Discover card, Master Card, and VISA. Purchase orders are not accepted.
Fees are nonrefundable. It is your responsibility as the applicant to thoroughly review the requirements of the certification for which you are applying. No refunds will be made for applicants who do not appear for testing on the appropriate test date. There are no group discounts for certification application fees.
Exam Scheduling
After you pay your test fee to complete the application process, you will receive an test invitation (Notice to Schedule Exam) email from candidatesupport@meazurelearning.com 15 days before the beginning of your assigned test window with steps to schedule the exam. Follow the instructions in the email to schedule your exam—online or at a test center—through the online test scheduling system. You can get more information about your test window deadline by accessing the “My Credentials” tab in your ISA account.
If you have not received your test invitation within that time frame, please check your spam or junk folder for an email from candidatesupport@meazurelearning.com, as some server firewalls may block the receipt of the email. If you still are unable to find your test invitation, please email certifications@isa.org for assistance.
See further related details on the Exam Procedures page.
Exam Windows
If you are applying for CAP or CCST certification, you have a twelve-month test window. You may take the test at a Exam Center or online during one of three test windows (see chart below). Each test window will have a deadline for applications to be submitted. Eligible candidates will only be able to take the test during the following exam windows.
| Exam Window | Application Submission Deadline |
|---|---|
| 2023 Window 3: 1 November 2023 – 31 October 2024 |
15 September 2023 |
| 2024 Window 1: 1 March 2024 – 28 February 2025 |
15 January 2024 |
| 2024 Window 2: 1 July 2025 – 30 June 2025 |
15 May 2024 |
| 2024 Window 3: 1 November 2025 – 31 October 2025 |
15 September 2024 |
Review Course Testing: If you have attended a review course (paid for by you or sponsored by a company), you will receive your test invitation near the end of your review course and have a twelve (12) month test eligibility period based on the date of your review course.
Digital Badging
After passing the CAP or CCST certification exam, you will earn a digital badge. To access, manage, and/or share your secure digital badge, use your email address and password to enter your BadgeCert portfolio. If it is the first time accessing your portfolio, click “Request new password?” on their login page to create your password. More information about using your digital badge can be found here.
Grievances Appeal Process
If you feel you were wrongly denied certification, either original or renewal, from the CAP or CCST programs, then you have the right to appeal. Review the Grievances Appeal Process.
1. How do I apply for a certification?
- Commit to the ISA Code of Conduct.
- Meet the education and work experience requirements for the specific certification for which you are applying.
- Acknowledge that you are subject to a random application verification audit.
- Agree to provide the supporting documents proving your qualifications if you are audited.
- Pay the test fee.
Upon paying the test fee, the application process is complete, and you have acknowledged that you meet the requirements listed above in numbers 1–3.
Your next steps are outlined as follows: Further details can be found at the links below:2. What are the fees for certification?
CCST test Fees
| Exam | Member Price | Non-Member Price |
| Certified Automation Professional® (CAP®) | 373 USD | 467 USD |
| Certified Control System Technician® (CCST®) Level 1 | 331 USD | 415 USD |
| Certified Control System Technician (CCST) Specialist—Level 2 | 315 USD | 397 USD |
| Certified Control System Technician (CCST) Master—Level 3 | 331 USD | 415 USD |
If you have paid for or your company has arranged for you to take a CCST review course, the application fee is included in the course price. View list of available CCST review courses here.
ISA accepts payment via check, certified check, money order, PayPal payment, wire transfer in US Dollars, or credit card. Purchase orders are not accepted. All application fees are non-refundable.
3. How long is the exam, and how many questions are there?
All ISA certification exams are closed book and have multiple-choice questions. The CCST Specialist – Level 2 certification test is three hours long, and all other certification exams are four hours long. Please see the information below for the number of questions in each exam.
| Exam | Questions |
| Certified Automation Professional® (CAP®) | 175 |
| Certified Control System Technician® (CCST®) Level 1 | 150 |
| Certified Control System Technician (CCST) Specialist—Level 2 | 125 |
| Certified Control System Technician (CCST) Master—Level 3 | 150 |
4. Where is my certification test invitation?
You will receive your test invitation (Notice to Schedule Exam) email 15 days before your assigned test window begins. View the application deadlines below.
| Exam Window | Application Submission Deadline |
|---|---|
| 2023 Window 3: 1 November 2023 – 31 October 2024 |
15 September 2023 |
| 2024 Window 1: 1 March 2024 – 28 February 2025 |
15 January 2024 |
| 2024 Window 2: 1 July 2024 – 30 June 2025 |
15 May 2024 |
| 2024 Window 3: 1 November 2024 – 31 October 2025 |
15 September 2024 |
If you have attended any CCST review course, you will not be placed into an test window. You will receive your test invitation near the end of your review course and have a 12-month test window in which to take the exam.
If you have not received your test invitation within the allotted time frame, please check your spam or junk folder for an email from candidatesupport@meazurelearning.com. If you still need help locating your test invitation, please email certifications@isa.org for assistance. In certain instances, you may need to provide an alternate email address, as some server firewalls may block the receipt of the test invitation email.
6. How do I schedule my certification exam?
You have a 12-month test window in which you can test and, if necessary, retest to pass your certification exam. Your start date is based on the date you complete your certification course.
Please contact Meazure Learning’s customer support for all test assistance (e.g., scheduling, missing confirmation, taking the exam, missing results, etc.) by emailing candidatesupport@meazurelearning.com or calling +1 919-572-6880.
Further related details can be found on the exam procedures page:
- Verifying Computer Set-Up for Online Exams (see #1)
- Items to Bring for In-Person Exams (see #2)
- Exam Scheduling (see #3)
8. What happens after I take a certification exam?
ISA does not provide a passing score; you are only notified whether you passed the test or not. If you do not pass, you will receive a breakdown of your score by domain to help you prepare for the retest.
Further related details can be found on the exam procedures page:
- Not Passing an test (see #7)
- Exam Design and Results (see #9)
9. How do I request a retest for a certification exam?
The retest fee for both of the CCST and CAP certification programs is 164 USD for ISA members and 205 USD for non-members.
Further related details can be found on the exam procedures page:
- Scheduling a Retest or Missed test (see #6)
- No-Shows and Late Arrivals (see #8)
10. How do I renew my certification?
- Agree to commit to the ISA Code of Conduct
- Have accumulated the minimum number of Development Points (PDPs) over the last three (3) years, as related to your certification
- Acknowledge that you are subject to a random verification audit
- Agree to provide the supporting documentation that proves that you have met the required number of PDPs.
Please log into your ISA account, then access the “My Credentials” tab to view your credential status and/or pay your recertification fee. If you have issues logging into your ISA account or completing your payment process, please contact one of our customer service representatives at info@isa.org or +1 919-549-8411 for assistance. For additional information, visit the Recertification page.
| Recertification Fees | Member Price | Non-Member Price | |
| Certified Automation Professional® (CAP ®) | By PDPs (no exam) | 270 USD | 340 USD |
| By Exam | 336 USD | 420 USD | |
| Certified Control System Technician® (CCST) (all levels) |
By PDPs (no exam) | 210 USD | 265 USD |
| By Exam | 300 USD | 375 USD |
12. How do I access my digital badge?
You will receive your digital badge via email after passing an test or renewing a certification or certificate. If you did not receive it, please look in your spam and junk folders for an email from isa_badges@isa.org. If you still need help locating your digital badge, please email certifications@isa.org for assistance.
To access, manage, and/or share your secure digital badge, use your email address and password to enter your BadgeCert portfolio.
If it is your first time accessing your portfolio or you have forgotten your password, click “Request new password?” on their login page to create your password. More information about using your digital badge can be found here.
Please email certifications@isa.org for assistance if you have not received your digital badge within:
- One business day after passing your exam
- Five business days after paying your renewal fee
13. Additional Questions
On occasion, the best-laid plans need to be changed. Please understand that changes incur administrative costs both for ABA and our test partner, Meazure Learning.
Should you need to cancel or reschedule your test after application, please review the fee schedule and procedures below.
Please note that fees and refunds are based on the dates applicable to your current test registration.
| Before Application Due Date | After Application Due Date | 2 Business Days or Less Prior to Scheduled test Date or End of the test Window | |
|---|---|---|---|
Transferto a future test date/window |
No fees | $175 fee to ABA | Entire test Fee Forfeited - No Changes Permitted |
Reschedulewithin the same test window |
No fees | $50 fee to Meazure Learning if a testing date had been selected | Entire test Fee Forfeited - No Changes Permitted |
Cancel |
Refund of test Fee minus $100 application fee | Refund of test Fee minus $275 | Entire test Fee Forfeited - No Changes Permitted |
ABA will consider waiving fees in case of a medical emergency. Requests will be reviewed on a case-by-case basis and supporting documentation may be required. If you would like to transfer your certification test registration to a future test window (or to entirely cancel), please submit the Exam Window Change/Cancellation Form. Fees are subject to change without notice.
Transfer to a Future test Date/Window
- ABA will permit up to two (2) consecutive transfer requests for any reason. Should you not take the test after the second transfer request, ABA will cancel your registration and provide a partial refund of your test fee per the fee schedule above. Should you wish to take the test in the future, a new application and full fee is required.
- If you would like to transfer your certification test registration to a future test window (or to entirely cancel), please submit the Exam Window Change/Cancellation Form. A $175 fee applies.
- Requests to transfer will not be honored with less than 2 business days prior to the scheduled test date or the end of the test window and the entire test fee will be forfeited.
Reschedule Within the Same test Window
- To reschedule your test date within the same test window, access Meazure Learning's online scheduling system (referenced in your Notice to Schedule). Your request must be made 2 business days or more prior to your testing date appointment or the entire test fee will be forfeited. A $50 fee applies.
Cancel
- Send your cancellation request by completing the Exam Window Change/Cancellation Form.
- ABA will refund the test fee minus $275 up until 2 business days prior to the scheduled test date or end of the test window.
- The entire test fee is forfeited if you cancel less than 2 business days prior to the scheduled test date or end of the test window.
What Is a Certified Financial Planner (CFP)?
Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.
Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
Key Takeaways
- A certified financial planner (CFP) has received a formal designation from the Certified Financial Planner Board of Standards, Inc.
- CFPs help individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.
- Becoming a CFP is a difficult and stringent process. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education.
- The most important aspect quality of a CFP is that they have a fiduciary duty, meaning they must make decisions with their client's best interests in mind.
Understanding a Certified Financial Planner (CFP)
CFPs are there to help individuals manage their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, and education planning. The most important aspect of a CFP is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.
CFPs are all-encompassing, particularly when compared to investment advisors. CFPs will usually start the process by evaluating your current finances, including any cash, assets, investments, or properties, to come up with an estimate of your income and net worth. They also take a look at your liabilities, such as mortgages and student debt.
From this point on they work with you to come up with an individualized financial plan. For example, say you are nearing retirement, the CFP will create a financial plan that can see you through your retirement years. Or perhaps you have a child that will be starting college. The CFP can help create a financial plan to manage that cost.
A CFP is a financial adviser who has earned a certification that indicates in-depth knowledge of financial planning. The requirements to become a CFP are some of the most difficult and stringent in the financial industry.
CFP and Fiduciary Duty
All CFPs are held to the standard of fiduciary duty. That means they must always put your interests as a client ahead of their own. For example, if they would more money selling one product over another, but the product that made them less money was better for you, that is the product they must recommend.
A CFP's fiduciary duty is clearly laid out by the CFP Board and states "At all times when providing financial advice to a client, a CFP professional must act as a fiduciary, and therefore, act in the best interest of the client."
The board goes on to state that three duties must be met by an adviser with a fiduciary duty. These are (1) duty of loyalty, (2) duty of care, and (3) duty to follow client instructions.
How to Become a Certified Financial Planner (CFP)
Earning the CFP designation involves meeting requirements in four areas: formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics.
The education requirements comprise two major components. The candidate must hold a bachelor's or higher degree from an accredited university or college. Second, the candidate must complete a list of specific courses in financial planning, as specified by the CFP Board.
Much of this second requirement is typically waived if the candidate holds certain accepted financial designations, such as a chartered financial analyst (CFA) or certified public accountant (CPA) designation, or has a higher degree in business, such as a master of business administration (MBA).
As for professional experience, candidates must prove they have at least three years (or 6,000 hours) of full-time professional experience in the industry, or two years (4,000 hours) in an apprenticeship role.
Lastly, candidates and CFP holders must adhere to the CFP Board's standards of professional conduct. They must also regularly disclose information about any involvement in criminal activity, inquiries by government agencies, bankruptcies, customer complaints, or terminations by employers. The CFP Board conducts an extensive background check on all candidates before granting the certification.
Even successful completion of the above steps doesn't guarantee receipt of the CFP designation. The CFP Board has final discretion on whether to award the designation to an individual.
The Certified Financial Planner (CFP) Exam
The CFP exam includes 170 multiple-choice on more than 100 Topics related to financial planning. The scope includes professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, tax planning, retirement planning, and estate planning.
The various syllabu areas are weighted, and the most latest weighting is available on the CFP Board website. Further questions test the candidate's expertise in establishing client-planner relationships and gathering relevant information, and their ability to analyze, develop, communicate, implement, and monitor the recommendations they make to their clients.
Here's some additional information on the administration, costs, and scoring of the CFP exam:
- Timing: Candidates sit for two three-hour sessions on a single day; a 40-minute break period separates the sessions. Exams are typically offered in three eight-day windows: March, July, and November.
- Cost: $925 for an test administered at a U.S. test site, with a discount for early applications and a surcharge for late ones.
- Passing Score: This is criterion-referenced, which means performance is measured according to a set level of required competency, rather than against the scores of other individuals who have written the same exam. This prevents any advantages or disadvantages that can occur when past exams were of lower or higher difficulty.
- Retaking the test: If you fail, you may retake the test up to four additional times.
CFP vs. CFA
Though a certified financial planner (CPA) and a chartered financial analyst (CFA) may sound similar, they are different certifications with different job functions and clients. A CFP works with individuals, often retail clients, helping them achieve their financial goals. This includes help in investing and retirement planning.
A CFA works with corporations performing investment analysis. CFAs focus on financial reporting, analysis, and portfolio management. They can trade financial products, such as derivatives, and help in mergers and acquisitions. CFA's usually work for investment banks and hedge funds.
Frequently Asked Questions
When Do You Need a CFP?
If you are just looking to invest money in stocks and bonds, a CFP probably isn't needed.
If you are looking to manage your finances, investment choices, estate planning, and retirement planning, a CFP can help you with all of those needs.
A CFP is a step above a non-designated financial advisor and has demonstrated expertise in financial planning.
How Much Does a CFP Cost?
How much a CFP costs will depend on your specific needs.
On average, a CFP charges between $1,800 and $2,500 for preparing a full financial plan. You also should expect $4,000 for a flat-fee retainer or $250 per hour for hourly services.
Is CFP the Same as CFA?
No, CFP and CFA are not the same.
A CFP is a certified financial planner who provides financial planning advice to individuals. This includes help with investing, retirement planning, estate planning, and tax law.
A CFA is a chartered financial analyst who may work for an investment bank or hedge fund and performs financial analysis, modeling, trading, and portfolio management services.
Is CFP Equivalent to MBA?
No, a CFP is not equivalent to an MBA.
A certified financial planner (CFP) is qualified to advise individuals on financial planning.
The holder of a master of business degree has studied the way businesses operate.
The career paths differ. A CFP works in financial consulting or wealth management. An MBA may be a business manager, portfolio manager, financial analyst, financial strategist, or even an entrepreneur.
Is the CFP test Hard?
The CFP test requires a lot of preparation and covers a wide range of Topics in depth. The best way to ensure you pass the CFP test is by preparing for it well in advance and sticking to a study schedule.
The Bottom Line
Becoming a CFP takes education and experience, as well as a strong grasp of financial ethics. The test to gain this distinction is comprised of 170 questions and is split into two three-hour sessions.
Even if candidates pass the test and meet all the requirements, the CFP Board still has the final say about whether to award this distinction. Given the stringent requirements, CFPs can be assumed to have an in-depth understanding of financial planning.
MTTC tests are meant to ensure that each certified teacher has the necessary skills and subject area knowledge to serve in Michigan's schools. These tests are designed and implemented by the Michigan Department of Education.
Save all official MTTC score reports in a safe place because you may need them for employment or teacher certification in other states. If you need new score reports, additional copies may be ordered using these instructions.
In order to be certified, students must pass the MTTC subject area tests that correspond to the major and minor field(s) of study. These tests should not be taken until the final year of the program, but it is highly recommended that students pass their MTTC subject area test(s) before student teaching.
- Find out which subject tests you need to take.
- Subject area test scores are valid for five years from the date of testing (students need to be recommended for certification within those five years).
- Register at the Michigan Test for Teacher Certification website.
- The fee for each subject test is $129.
- During the registration process, be sure to identify yourself as a Calvin student and also request that your scores be sent to Calvin.
- Be careful to enter an accurate social security number. It is a huge inconvenience if you enter an incorrect number. Canadians, please register using your U.S. social security number, not your Canadian social insurance number.
- When asked if you are completing an “alternative route” to teacher certification, answer “No” (Calvin’s program is a traditional route).
- Candidates with diagnosed disabilities may register for alternative testing arrangements.
- Candidates who do not speak English as a primary language may request additional time for any MTTC test except world language subject tests.
- Be sure to review the appropriate study guides. Depending on your subject area, you may find helpful practice problems at education.com or 240Tutoring. Curriculum Collection middle or high school textbooks may be used to review content.
- Tests are no longer offered on campus. All MTTC tests are now computer-based only. Exam Center locations are available in cities worldwide.
Elementary Education Students
Students seeking elementary certification must also take the Elementary Education MTTC test #103. Do not take the new Lower or Upper Elementary tests 117-124. When registering for the Elementary Education test, report elementary education as a "major." Take the time to review the online study guide and test objectives. Spend extra time studying for these subareas, which have lower pass rates:
- Social Studies
- Visual and Performing Arts
- Health and Physical Education
Special Education Program Students
Candidates interested in teaching grades 9–12 special education in a Michigan public school may need to take additional MTTC tests later in consultation with the hiring school (mathematics, integrated science, and/or language arts).
If you have questions, contact Calvin's certification and assessment coordinator at (616) 526-6208 or certification@calvin.edu.
Undergraduate Teacher Certification Requirements
Drexel offers a number of education certification and degree programs that prepare students for formal teacher certification. Once a student has successfully completed their undegraduate course of study and all qualifying teacher certification exams required by the Pennsylvania Department of Education (PDE), Drexel recommends the student to the PDE for the appropriate teaching certificate.
Teaching Certification GPA Requirements
The School of Education requires that students maintain at least a "B" average (3.0 GPA) in content courses needed for teacher certification in addition to earning a grade of "B" or better in each core pedagogy course required for certification.
Pennsylvania Teacher Certification Requirements
All undergraduate students are required to obtain and submit updated and current copies of the required clearances to the School of Education annually in order to participate in classroom observations and student teaching in Pennsylvania. All full-time undergraduates will receive assistance in gaining these clearances during their first term. Non-PA students should contact their state's department of education or school district office for a list of clearances required in their state.
Teacher Certification Process
Instructional I Certification
This initial certification qualifies a teacher to teach for a maximum of six years. The six years need not be continuous. To continue teaching after the six years are completed, the teacher must receive an Instructional II Certification.
Instructional II Certification
The Instructional II Certification is considered a permanent certification. A teacher applying for Instructional II Certification must have:
- Instructional I Certification
- A minimum of three years and a maximum of six years of teaching experience on an Instructional I Teaching Certificate
- 24 semester-hour (or 36 quarter-hour) credits beyond a bachelor’ degree
- Completion of an induction program (generally provided by the teacher’ school of employment)
Elementary Certification (Grades PreK–4) and Special Education Certification (Grades PreK–8 and Grades 7–12)
The Pennsylvania Educator Certification Tests (PECT) are required for Grades PreK–4 and Special Education. All undergraduate and dual degree BS/MS students are required to pass the Pre-service Academic Performance Assessment (PAPA) basic skills exam. In addition, students will be required to take the appropriate assessment test for each area of certification they wish to obtain.
For more information about examinations and registration:
Middle Level Certification (Grades 4–8) and Secondary Certification (Grades 7–12)
All undergraduate and dual degree BS/MS students seeking certification in middle (grades 4–8) or secondary (grades 7–12) levels are required to pass exams from the PA Education Certification Tests (PECT) and the Praxis II Series. Students must pass both the Pre-service Academic Performance Assessment (PAPA) basic skills assessment test and the appropriate Praxis II Content Knowledge test for each area of certification they wish to obtain.
For more information about examinations and registration:
Pennsylvania Act 48 Requirements
To maintain Instructional I and Instructional II Certifications, the PDE requires a teacher to complete one of the following every five years:
- Six semester-hour (or nine quarter-hour) credits. Credits must be acquired from an accredited, four-year, degree-granting college or university.
- 180 hours of professional development
- A combination of credits and professional development hours every five years.
Note: For those working to acquire Instructional II Certification, the 24 semester credits or 36 quarter credits needed to apply for Instructional II may also count toward Act 48 requirements.
Download the Pennsylvania Department of Education’s Frequently Asked Questions about Act 48 [PDF].
