For Education Partners


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.

Download the Curriculum Registration Criteria (PDF, 1.0MB)

Download the CFP Board-Registered Program Application Form (Word, 1.7MB)

Download the CFP Board-Registered Program Renewal Application (Word, 610KB)

CFP Board-Registered Programs Winter 2014 Update

Held on January 30, 2014, this webinar was hosted by Dr. Charles Chaffin, CFP Board's Director of Academic Programs and Initiatives. He presented important updates for directors and faculty of CFP Board-Registered Programs, including data on student trends and student completion, and discussed CFP Board's education initiatives.
View the recorded webinar
Download the CFP Board-Registered Programs Winter 2014 Update (PDF, 838KB)

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 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.