March / April 2021 exam
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The Financial Data Professional (FDP®) designation showcases your global value by validating your financial acumen and data analysis skills.  FDP® is the globally recognized credential for professionals managing, analyzing, translating, and distributing data in finance. Become an FDP Charter holder. The FDP® designation is powered by the Chartered Alternative Investment Analyst Association.

Successful completion of the FDP exam and the online requirements puts you in an influential group of Financial Data Professional Charterholders worldwide. And your education does not end once you have passed and become an FDP Charter holder. The FDP Institute strives the continually offer learning opportunities to the FDP community.

Earning the FDP Charter is an investment in your career.

  • Applicable: Learn and apply strategies to be a well-rounded Financial Data Professional.
  • Current: Program materials are reviewed and updated regularly.
  • Efficient: 77% of Charter holders who earn their FDP Charter do so in 3-4 months.
  • Comprehensive: Our all-encompassing exam covers everything from the characteristics of data analysis to the targeted applications in finance. 

The FDP Institute is developing a framework to support its valued and exponentially growing group of global Charterholders. 

As the designation continues to gain traction in the field, we understand to leverage the developed skills and support networking among our Charterholders. 

Stay tuned! 

How do I obtain my FDP designation?

Candidates who complete the online requirements and successfully pass the FDP exam are eligible to complete the Charterholder process.
The Charterholder process includes completing the Code of Ethics and submitting two professional references.

When can I start using the FDP designation?

    • Once the Charterholder process application has been approved, you have earned the right to use the FDP designation. You will receive an email confirming your new FDP Charterholder status. At this time, we are not a membership organization, and there are no annual dues.  

Do I have to renew my Membership to continue using the FDP designation?

    • At this time, we are not a membership organization, and there are no annual dues.  Those who have met all the requirements are referenced as FDP Charterholders.

How to Share Your Achievements on Social Media
Celebrate your success as an FDP Charterholder. Follow these guidelines to properly display your FDP Institute program status on social network sites, in accordance with the Code of Ethics. The FDP Institute protects the designation and programs that you've worked so hard to accomplish by enforcing these Standards. 

What is the proper way to use the FDP mark?

    • You may use FDP after your name with or without the registered marks. Proper: Sloan Adams® -OR- Sloan Adams, FDP 
    • For details on the proper usage of the FDP marks, please refer to the Intellectual Property Policy in the Policy section of our website. 

How to Share Your Designation on Twitter
You may only include "FDP" after your name if you continue to meet the Charterholder requirements and were awarded the FDP designation.
The FDP designation:

• Should not be included in your Twitter handle, e.g., not @SloanAdamsFDP  
• Should only appear in the section of your profile that contains your surname and given name
• Should not be included with a pseudonym or fictitious phrase meant to hide your identity

How to Share Your Designation on LinkedIn
You may only include "FDP" after your name if you continue to meet the Charterholder requirements and were awarded the FDP designation.
Add your FDP designation:

    1. Log in to LinkedIn and view your profile.
    2. Select Add Profile section.
    3. Under Background, select Licenses & Certifications.
      • Certification Name: If you have earned your charter, enter "Financial Data Professional® (FDP) Charterholder."
      • Issuing Organization: Enter "FDP Institute."
      • Box labeled "The certificate does not expire:" FDP Institute members may check this box as long as you satisfy the requirements to maintain your status as described in the Candidate and Charterholder Agreement.  
      • Credential ID: Charterholders will be notified of their Charterholder number.
      • Certification URL: Digital Badges are implemented May 2021!Until then please use
      • Issue Date: Select the month and year you received your charter.
      • Select Save.
      • Note: Digital Badges will be awarded starting in May 2021

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