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Education
CFP Board Education FAQs
Answers to frequently asked questions about CFP Board’s Education requirement
for CFP® certification.
Education FAQs
Can I Substitute Experience for Coursework for CFP® Certification?
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Professional experience cannot be used to replace coursework for CFP® certification.
Can I Transfer CFP® Certification Coursework Between Schools?
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If you satisfy the coursework requirement through multiple CFP Board Registered Programs, you must self-report your course completion to CFP Board unless you have formally transferred your credits into one program.
How Long Do I Have to Complete the Coursework Requirement for CFP® Certification?
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CFP Board does not put a time frame on when you complete your coursework, only that you do.
Why Hasn’t My CFP® Certification Coursework Been Updated?
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If your coursework is not reflected in your CFP.net account, contact CFP Board toll-free at 800-487-1497 (8:30 a.m.-6:00 p.m. ET, Monday-Friday).