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.
Download the Curriculum Registration Criteria (PDF, 510KB)
Download the CFP Board-Registered Program Application Form (Word, 1.7MB)
Download the CFP Board-Registered Program Renewal Application (Word, 610KB)
Webinar for Prospective Programs
This webinar provides information for educational institutions considering establishing a new CFP Board-Registered Program, addressing the benefits of starting a CFP Board Registered Program; registration criteria, program construction, course sequencing and other details about creating a CFP Board Registered Program; ways to establish a sustainable program; and questions from the live audience.
Contact CFP Board at 202-379-2224 or email@example.com for more information about the registration process.