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. 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

The Model Curriculum is being revised to match the new 89 topic list. The revised curriculum will be available shortly.

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