Become a CFP® Professional

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Challenge Status Capstone List

The purpose of this list is to assist eligible challenge-status candidates to identify institutions that will allow them to take the capstone course only. It is not comprehensive and additional CFP Board registered programs may be added in the future.

  • Note: Registered Programs may contact CFP Board if they wish to be added to the list at: education@cfpboard.org.
Quick Links: The American CollegeCollege of Financial Planning | Fairleigh Dickinson UniversityFlorida Atlantic UniversityKaplan Financial Educators | New York University

The American College

Contact: Atoinette Christaldi
Name of program: CFP® Professional Certification Program Course
Phone: 888-263-7265
Website:  www.theamericancollege.edu
1. Available to students under the challenge status?
      Yes
2. What is the format type?
      Online
3. When can they start the course?
      Continuing
4. How long will it take?
      6-8 weeks
5. What are the fees?
      $799; Admission fee: $145


College for Financial Planning

Contact: Mr. Michael B. Cates
Name of program: CERTIFIED FINANCIAL PLANNER™ Certification
Phone: 800-237-9990
Website:   www.cffpinfo.com

1. Available to students under the challenge status?
      Yes
2. What is the format type?
      Online
3. When can they start the course?
      Continuing
4. How long will it take?
      6 weeks
5. What are the fees?
     $1,000; Books included


Fairleigh Dickinson University

Contact: Ms. Valerie Barnes
Name of program: Financial Planning Certificate Program
Phone: 973-443-8990
Website:  www.fdu.edu

1. Available to students under the challenge status?
      Yes
2. What is the format type?
      Online
3. When can they start the course?
      Continuing
4. How long will it take?
      6 weeks
5. What are the fees?
      $1,000; Books included

 


Florida Atlantic University

Contact: Dr. Scott Barnhart
Name of program: CFP® Professional Certification Program Course
Phone: 561-297-2539
Website: www.fau.edu
1. Available to students under the challenge status?
      Yes
2. What is the format type?
      Online
3. When can they start the course?
      Continuing
4. How long will it take?
      6-8 weeks
5. What are the fees?
      $799

 


Kaplan Financial Educators (Kaplan University)

Contact: Ms. Joyce Osche Schnur
Name of program: Certificate in Financial Planning
Phone: 800-694-3568
Website:  www.schweser.com
1. Available to students under the challenge status?
      Yes
2. What is the format type?
      Online
3. When can they start the course?
      Continuing
4. How long will it take?
      8 weeks
5. What are the fees?
      $1,000; Books included

 


New York University

Contact: Mr. Todd Jenkins
Name of program: Certificate in Financial Planning
Phone: 212-992-3400
Website:  www.scps.nyu.edu

1. Available to students under the challenge status ?
      Yes
2. What is the format type?
      F2F/Online
3. When can they start the course?
      Continuous - Self Study Program only
4. How long will it take?
      F2F - 12 Weeks/Online - Continuous
5. What are the fees?
      $790; Book not included (extra $200)

 

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The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and Payscale.com.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.