For Education Partners

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Partner with CFP Board

CFP Board partners with financial planning educators across the country to establish programs designed to prepare individuals with the competency required to deliver financial planning services to clients, and to ensure the ongoing competency of CFP® professionals.

Continuing Education Sponsors

In order to meet CFP Board’s Continuing Education (CE) requirement, CFP® professionals must complete 30 hours of CE every two years, of which two hours must be focused on Ethics CE.

General Continuing Education Sponsorship Information

Ethics Continuing Education Sponsorhip Information

Registered Programs

CFP Board-Registered Programs are financial planning education programs at the college or university level that offer a professional financial planning curricula approved by CFP Board.  Graduates of CFP Board-Registered Programs satisfy the education coursework requirement for CFP® certification and are eligible to take the CFP® Certification Examination.

Why Become a CFP Board-Registered Program?

Criteria

Application Process

Renew Registration

Resources for Educators

CFP Board has assembled a variety of resources for educators to use when introducing students to financial planning concepts and career opportunities in the financial planning field.

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More for Education Partners

Registered Program Conference

CFP Board’s annual conference brings together representatives from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification.  Save the dates for the 2014 CFP Board Registered Conference: August 7-8, 2014.
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Get Involved

There are many opportunities for educators, CFP® professionals and others to get involved and connect with CFP Board in meaningful ways.
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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.