For Education Partners

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College Degree & Certificate Programs

What Are CFP Board-Registered Programs?

CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Individuals who meet CFP Board's education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and examination components completes two of the core prerequisites to obtain CFP® certification.

To register a program, an institution must submit an application for review by CFP Board.  Registration is granted on a biennial basis and must be renewed every other year.

Curriculum Registration Criteria (PDF, 1.0MB)

CFP Board-Registered Program Initial Application Form (Word, 665KB)

Registered Program Renewal Application (for renewals before August 2015) 
(Word, 638KB)

Registered Program Renewal Application (for renewals August 2015 or later)  
(Word, 627KB)


2015-16 Registered Programs Renewal Webinar

This webinar
  • Reviews new requirements for the 2015/16 CFP Board Registered Program renewal process,
  • Introduces the updated Renewal Application form,
  • Discusses avenues to poduce strong review letters from CFP Board, and
  • Answers questions regarding new requirements for registered programs.

Prospective Programs Webinar

This webinar discusses
  • Potential avenues of implementation for registered programs information on program development
  • curriculum implementation, and
  • CFP Board requirements for registered programs.

CFP Board-Registered Programs Winter 2015 Update

Held on January 29, 2015, this webinar featured important updates for CFP Board Registered Programs, including the results of CFP Board's latest Job Task Analysis and its impact on the CFP® Certification Examination and the curricular framework for CFP Board Registered Programs, new requirements for CFP Board Registered Programs for the 2015-2016 year, the new CFP Board Career Center, a new CFP® exam-takers report for CFP Board Registered Programs, and a look ahead to the 2015 CFP Board Registered Program Conference.

View the recorded webinar
Download the presentation slides (PDF, 840KB)


CFP Board Career Center

Encourage your students and graduates to visit the CFP Board Career Center online that will serve as the destination for those interested in a career as a financial planner, the CFP® certification, and job and internship opportunities.

Visit the CFP Board Career Center
Share our Career Center Flier with Your Students and Graduates (PDF, 1.9MB)


2014 Registered Programs Conference Presentations

On August 7-8, 2014, CFP Board held its annual Registered Programs Conference. This year's theme, Awareness; Education; Induction, served as a platform for furthering our discipline relative to specific subject matter areas, engaging students both within the classroom and in online learning platforms, as well as facilitating certificate and degree-seeking students’ journeys toward CFP® certification. Presentations from the conference are available below:

Perceptions of Graduates of CFP Board Registered Programs Regarding Experiences that Impact CFP Certification Completion (PDF, 202KB) 

The Power of Data in our CFP Board Registered Programs: Program Evaluation and Certification Completion (PDF, 667KB) 

CFP Board Registered Programs-Aggregate Self-Assessment Data (PDF, 553KB)

Aite Group Research Report (PDF, 978KB)


Recorded Webinar: CFP Board-Registered Programs Spring 2014 Update

On April 29, 2014, CFP Board's Director of Academic Programs and Initiatives, Dr. Charles Chaffin, presented updates on CFP Board’s initiatives, program evaluation data and the 2014 CFP Board Registered Program Conference, including the newly added Firms’ Night that will bring together financial planning firms and CFP Board-Registered Programs to discuss collaboration opportunities.

View the recorded webinar 
Download the CFP Board-Registered Programs Spring 2014 Update (PDF, 116KB)


Questions?

Contact CFP Board at 202-379-2224 or registeredprograms@cfpboard.org for more information about the registration process.

Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.