Challenge Status Capstone List

Become a CFP® Professional

MAXXCAT_START

Challenge Status Capstone List


The purpose of this list is to assist eligible challenge-status candidates to identify institutions that will allow them to take the capstone course only. It is not comprehensive and reflects information provided to CFP Board by the listed programs.

  • Note: Registered Programs may request to be added to the list, or to update their program details, by contacting CFP Board at education@cfpboard.org.

The American College

Contact: Atoinette Christaldi
Name of program: CFP® Professional Certification Program Course
Phone: 888-263-7265
Website: www.theamericancollege.edu

  1. 1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Continuing
  4. How long will it take?
    6–8 weeks
  5. What are the fees?
    $799; Admission fee: $145

Boston University

Contact: Lauren Burwell
Name of program: Boston University Online Program for Financial Planning
Phone: 617-353-4497
Website: www.professional.bu.edu

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Continuing
  4. How long will it take?
    6-8 weeks
  5. What are the fees?
    $895; textbook not included

Bryant University

Contact: Amy Grant
Name of program: Online Certificate in Financial Planning
Phone: 800-329-4996
Website: www.bryantcfp.com/challenge

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    100% Online
  3. When can they start the course?
    Anytime
  4. How long will it take?
    4-6 weeks
  5. What are the fees?
    $695 (includes all required course materials)

College for Financial Planning

Contact: Mr. Michael B. Cates
Name of program: CERTIFIED FINANCIAL PLANNER™ Certification
Phone: 800-237-9990
Website: www.cffpinfo.com

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Continuing
  4. How long will it take?
    6 weeks
  5. What are the fees?
    $1,285; Books included

DePaul University

Contact: Kristine Emrich
Name of program: Financial Planning Certificate Program
Phone: 312-362-6292
Website: www.cpe.depaul.edu/fpec

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Face to Face or Online
  3. When can they start the course?
    Fall, Winter, Spring, or Summer Term
  4. How long will it take?
    11 weeks
  5. What are the fees?
    $900 (textbook not included)

DeSales University

Contact: Tina Recchiuti
Name of program: Certificate in Financial Planning
Phone: 610-282-1100 ext. 1345
Website: www.desales.edu/access

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Spring
  4. How long will it take?
    8 weeks
  5. What are the fees?
    2017-18 rate is $474/credit (3 credit course= $1422); does not include textbooks

Fairleigh Dickinson University

Contact: Ms. Valerie Barnes
Name of program: Financial Planning Certificate Program
Phone: 973-443-8990
Website: www.fdu.edu

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Continuing
  4. How long will it take?
    6 weeks
  5. What are the fees?
    $1,000; Books included

Florida Atlantic University

Contact: Dr. Scott Barnhart
Name of program: CFP® Professional Certification Program Course
Phone: 561-297-2539
Website: www.faufinance.com

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Face-to-Face Only
  3. When can they start the course?
    Continuing
  4. How long will it take?
    12 weeks
  5. What are the fees?
    $850

Kaplan Financial Educators (Kaplan University)

Contact: Ms. Joyce Osche Schnur
Name of program: Certificate in Financial Planning
Phone: 866-963-8329 
Website: www.schweser.com

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Online
  3. When can they start the course?
    Continuing
  4. How long will it take?
    8 weeks
  5. What are the fees?
    $749; Books included

New York University

Contact: Mr. Todd Jenkins
Name of Program: Certificate in Financial Planning
Phone: 212-992-3400
Website: www.scps.nyu.edu

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    F2F/Online
  3. When can they start the course?
    Continuous - Self Study Program only
  4. How long will it take?
    F2F - 12 Weeks/Online - Continuous
  5. What are the fees?
    $790; Book not included (extra $200)

Texas A&M University

Contact: Jeanie Long-Izurieta 
Name of program: Extended Learning Certificate in Financial Planning 
Phone: 979-845-5223 
Website:  http://financialplanning.tamu.edu/

  1. Available to students under the challenge status? 
    Yes;
  2. What is the format type?
    Online
  3. When can they start the course?
  4. Traditional Semester (Spring, Summer, Fall)
  5. How long will it take?
    10-15 weeks
  6. What are the fees?
    $750; Book not included (approximately $125)

University of Dallas

Contact: Jennifer Howard
Name of Program: CFP® Certification Professional Education Program
Phone: 972-721-5299
Website: http://www.udallas.edu/cob/executive_education/cfp/index.php

  1. Available to students under the challenge status?
    Yes
  2. What is the format type?
    Face to Face
  3. When can they start the course?
    Fall Term
  4. How long will it take?
    4 weeks
  5. What are the fees?
    $800 (includes course materials)

Exam Dates

Upcoming:


Most Recent Exam:
CFP® Certification Examination
Nov. 7–14, 2017

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation

Find An Education Program

The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and Payscale.com.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.