Certified Financial Planner Board of Standards Inc.

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Colleges and Universities

Reduced CFP® Certification Examination Fee for Lead Faculty of CFP Board-Registered Programs

CFP Board offers a reduced fee to lead faculty in CFP Board-Registered Programs who wish to take the CFP® Certification Examination. All faculty who have been lead instructor for a required course in a CFP Board-Registered Program during the last 12 months and who are considered faculty by the institution at the time the exam application is sent to CFP Board are eligible for the reduced fee, subject to the following criteria:

Faculty will receive a half-price discount. Currently, the fee for faculty would be $295. The faculty fee will increase proportionally in the event the exam application fee increases.
Eligibility documentation is required from the Program Director or appropriate administrative contact.
The faculty member must have been a lead instructor for at least one course that is part of the required CFP Board-Registered Program curriculum during the past 12 months.
The faculty member can retake the exam for the discounted fee so long as eligibility requirements are still met at the time any subsequent exam application are received at CFP Board.
The discounted fee may revert back to current policies with prior notice.
Teaching a review course or an optional/elective course that does not cover CFP Board's topics and is not part of the registered curriculum does not qualify. (A required capstone course would fulfill the requirement.)
All other exam and initial certification policies apply. They include but are not limited to the following:
- Withdrawal of exam registration is subject to a $50 withdrawal fee.
- The exam application fee is forfeited if the exam is not completed (medical waivers excluded).
- Successful completion of the educational requirement must occur for testing eligibility.

Contact CFP Board at 800-487-1497 or education@CFPBoard.org for more information about the reduced exam application fee for lead faculty in CFP Board-Registered Programs.

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