Alternative Capstone Eligibility Request Form | CFP Board

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Alternative Capstone Eligibility Request Form

The Alternative Capstone Pathway provides candidates who are eligible for "challenge status" and who also fully meet CFP Board's Experience requirement an opportunity to satisfy the Capstone segment of the Education requirement by completing an Alternative Capstone Course through a CFP Board-Registered Program. The full standards are available at CFP.net/CapAlt.

Contact Information

Format: MM/DD/YYYY


Challenge Status Eligibility Verification

Check the applicable credential you hold and attach the acceptable qualifying documentation. The list of required documentation is found at www.CFP.net/challenge.

 



 




* Degree must be from a regionally-accredited U.S. college or university.
** Inactive license acceptable.

Click here to Upload Supporting Documentation


Experience Verification

I verify that my experience has been submitted and is provisionally accepted to meet the requirements for the Standard Pathway (6,000 hours) OR the Apprentice Pathway (4,000 hours).

 


The complete experience standards and instructions are available for review at www.CFP.net/experience.


Acknowledgement

To the best of my knowledge, the facts contained herein and in the associated attachments, as well as correspondence submitted to CFP Board for a determination of eligibility in the Capstone Alternative program are accurate and complete.

By selecting "I Acknowledge" below, I attest to having experience in comprehensive financial planning and I authorize investigation and/or audit of all statements contained or attached to this form. I understand that misrepresentation or omission of facts is cause for denial of the right to use the CFP® certification marks. Further, I understand that eligibility to particpate in the Capstone Alternative program does not grant me the right to use the marks until I have been granted certification by CFP Board. I understand and agree to the instructions and requirements explained on this form.

 

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