Colleges and Universities: Model Financial Planning Curriculum

CFP Board collaborated with the Academy of Financial Services to develop a Model Curriculum for personal financial planning. The Model Curriculum was first released in 2004 and was subsequently revised to match CFP Board's 89 topic list. An overview of the Model Curriculum, course syllabi and detailed outlines are available below for download and review.

• Model Curriculum Overview and Summary
• Model Curriculum Personal Financial Planning Course
• Model Curriculum Investment Planning Course
• Model Curriculum Insurance Planning Course
• Model Curriculum Income Tax Planning Course
• Model Curriculum Retirement Planning Course
• Model Curriculum Estate Planning Course
• Model Curriculum Capstone Course

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