Registered Programs Information

Here you can find information to apply to become a CFP Board-Registered Program, renew your program, or find a program. In addition, you can learn about the new capstone course and what's happening that affects your program.

Applications and Forms

CFP Board-Registered Program Initial Application (.doc)
CFP Board-Registered Program Renewal Application (.doc)
Financial Plan Development Course Application form (pdf)

Criteria

Criteria for Registration of a Financial Planning Curriculum with CFP Board

Education Verification System

CFP Board has released a new online process for Registered Programs to submit student eligibility information to CFP Board. The online Education Verification System provides a convenient way for Registered Programs to submit lists of their program's graduates and assist those graduates in taking the next steps toward CFP® certification.

Individuals identified by a CFP Board-Registered Program as the Program Director and/or Primary Contact may now submit eligibility lists through CFP Board's online Education Verification System, accessible from www.CFP.net/EdVerification.

Overview of Education Verification System (Video)
Tip Sheet for Using the Education Verification System
Template for Eligibility List Uploads
Login to the Education Verification System

Capstone Course

October 2011 Webinar - This webinar for CFP Board-Registered Programs was the third in a series focused on CFP Board's new capstone course requirement, hosted by Dr. Charles Chaffin.
April 2011 Webinar - This recorded event reviews CFP Board's financial plan development course requirement and possible avenues for implementation of this course based upon a variety of instructional delivery methods and registered program types
July 2010 Webinar - This recorded event addresses details of the updated CFP® Certification Examination blueprint and the upcoming implementation of the Financial Plan Development Course and their impact on CFP Board-Registered Programs.
Financial Plan Develoment Course Criteria - includes related curriculum change information
FAQs
Financial Plan Development Course Application form (pdf)

Student-Centered Learning Objectives Resource Document

CFP Board has released for review a new resource regarding student-centered learning outcomes relative to CFP Board principal topics. This new Learning Objectives resource document was created by CFP Board’s Curriculum and Instruction Working Group to be an effective guide in the development of course learning objectives, learning experiences and program development. CFP Board Registered Program directors and faculty are welcome to use the guide in their classroom or learning platforms, and we encourage Registered Programs to share and discuss this document with colleagues.

Learning Objectives Resource Document (pdf)
Learning Objectives Resource Document (doc)
Bloom’s Classification of Cognitive Skills (doc)

September 2011 Webinar This recorded event features CFP Board's new resource document, Student-Centered Learning Objectives based upon CFP Board Principal Topics, presented by the working group of respected academics that drafted the document.

CFP Board welcomes comments and editorial remarks on any of the learning outcomes. Comments may be sent to CFP Board at education@cfpboard.org, or shared through the LinkedIn subgroup for CFP Board-Registered Programs (Directors and Faculty).

2011 Financial Planning Challenge

CFP Board is pleased to have been part of the 2011 Financial Planning Challenge. This competition illustrated potential avenues for satisfying the oral and written components of CFP Board's Capstone Course requirement to both students and faculty. Final competition rounds took place at FPA Experience 2011 in San Diego, September 14-17, and the team from Fort Hays State University was awarded first place. Learn more >

Phase 1 Written Case Study Scoring Rubric
Phase 2 Oral Presentation Scoring Rubric
2011 Financial Planning Challenge Case Study

CFP Board as a Resource

Contact hours
CFP Board Job Task Domains (pdf)
CFP Board Principal Topics (pdf)
Creating an Assessment Rubric for the Capstone Course
Marketing Materials

News

2012 CFP Board Registered Program Conference: Registration is now open for this year's conference, which will be held in Washington, DC on August 9-10, 2012. Learn more and register to attend >
Registered Program Spring 2012 Update Webinar: On April 19, 2012, Dr. Chaffin discussed a number of items relative to CFP Board-Registered Programs, including course development, assessment, and avenues for improving student achievement and program sustainability. A recording will be available soon. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.
Webinar Introducing Online Education Verification System: On December 13, 2011, Dr. Chaffin introduced CFP Board's new online process for submission of student eligibility information. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.
Read the latest quarterly Registered Program newsletter, CFP Board Update, December 2011.
On September 19, 2011, Dr. Chaffin hosted a Webinar for directors and faculty of CFP Board-Registered Programs to present and encourage dialogue about CFP Board's new resource document, Student-Centered Learning Objectives based upon CFP Board Principal Topics. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.
The 2011 CFP Board Registered Program Conference was held in Washington, DC on August 11-12, 2011. Save the dates for the 2012 conference, which will be held in Washington, DC on August 9-10, 2012. Learn more >

Become a CFP Board-Registered Program

List of CFP Board's Job Task Domains (pdf)
List of CFP Board's Principal Topics (pdf)
CFP Board's Standards of Professional Conduct
List of current CFP Board-Registered Programs
Guide to CFP® Certification

Colleges and Universities

 Colleges & Universities

We look forward to working with you and are available to address any questions or concerns you may have. Please feel free to contact us at 202-379-2224 or education@cfpboard.org.