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CFP Board

For Education Partners

CFP Board partners with colleges and universities across to register financial planning programs that train the next generation of competent, ethical CFP® professionals. CFP Board also collaborates with continuing education sponsors to ensure the ongoing competency of CFP® professionals through continuing education requirements. 

Registered Programs

CFP Board Registered Programs are financial planning programs at regionally-accredited colleges and universities that meet specific criteria for fulfilling the coursework requirement for CFP® certification.

More on Registered Programs

Become a Registered Program

Learn more about getting started as a CFP Board Registered Program.

Resources for Registered Programs

Find information and updates related to CFP Board Registered Programs.

Submit Student Eligibility Information

As a CFP Board Registered Program, you must report completion of the coursework requirement on behalf of your students to CFP Board.

Attend the CFP Board Connections Conference

Join CFP Board's Registered Programs and share ideas for best practices in financial planning education while networking with financial firms, CFP Board leadership, and other financial planning influencers.

Explore CFP Board Registered Programs

Search for schools that have registered a financial planning curriculum that satisfies CFP Board's coursework requirement.

Access the Registered Programs Portal

If you are a program contact, log in to your CFP Board account to access the Registered Programs Portal. Contact us at (202) 379-2224 if you need help gaining access.

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Join Us

Continuing Education Sponsors

Continuing Education (CE) Sponsors offer programs that CFP® professionals are required to take to maintain CFP® certification. We are always seeking new partners to help us offer diversity in content, format and delivery. Work with us to reach more than 100,000 CFP® professionals nationwide.

CFP Board requires CFP® professionals to complete 28 hours of general CE every 2 years, and 2 hours of CFP Board-approved Ethics CE. Most CFP® professionals complete 94% of their required CE through a CE Programs registered with CFP Board by CE Sponsors.

Educate & Elevate the Profession

We're always looking to grow our network of education partners. Reach more candidates across the U.S. and help diversify the profession. By joining our network of education providers, you also help to ensure that the public has access to financial planning that puts their interests first.