🔷 CERTIFICATION PROCESS

EDUCATION  REQUIREMENT

To ensure financial professionals have the skills and knowledge needed to deliver competent, ethical services to their clients, there is an education requirement. This consists of studying using CMSSA-approved coursework as well as obtaining a bachelor's degree in any accredited college or university. By following this educational path, individuals can rest assured that they are fully prepared for a career in digital finance.

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EDUCATION REQUIREMENT PART 1 OF 3

CREDITS FOR UNIVERSITY DEGREES

To qualify for credits toward a DSFP certification education requirement, you must confirm that you possess either a bachelor's degree or higher from an accredited college or university acknowledged by the U.S. Department of Education at the time your diploma was given to you. Your diploma may be in any field and should have been awarded before passing the DSFP exam—or within five years following it being passed successfully. However, a bachelors degree or higher is NOT REQUIRED necessarily for certification.

EDUCATION REQUIREMENT PART 2 OF 3

CERTIFICATION CREDITS

If you possess any of the CMSSA approved certification credentials, you can easily acquire one credit of work experience toward your DSFP certification. In fact, if you have multiple certifications (limit three) from this group of recognized qualifications, then even more credits are available to be earned. Take a look at the list now for further details:

CERTIFICATION CREDIT LIST ▶️

EDUCATION REQUIREMENT PART 3 OF 3

OBTAIN YOUR SELF STUDY RESOURCES AND COURSEWORK

Preparing for the DSFP exam just got a whole lot easier thanks to CMSSA's comprehensive selection of self-study resources. Whether you prefer traditional textbooks and study guides, or if digital aids such as online practice exams apps and interactive flash cards are your style, we have something for you that will help make the exam more manageable. Get ready for success with our carefully curated collection of prep materials.

CONTINUING EDUCATION REQUIREMENTS

It's essential for DSFP professionals to get 60 hours of Continuing Education (CE) within a three year period from the date of their original certification. 5 out these CE hours must be CMSSA approved Ethics courses, and 55 should cover one or more topics in the CMSSA Domain Topics list. This requirement begins as soon as your initial certification is finished, so don't wait until it’s too late. Educate yourself about continuing education policies and make sure you're ready when it comes time to renew your credentials.

START YOUR JOURNEY TO THE DSFP CERTIFICATION

  • Register and prepare for the exam
  • Qualify for your educational requirements
  • Qualify for the work experience requirements
  • Get access to study resources and candidate materials
  • Register for your test day to take your exam in person
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