College Degree - Certificate Programs

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College Degree & Certificate Programs

What Are CFP Board-Registered Programs?

CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Individuals who meet CFP Board's education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and examination components completes two of the core prerequisites to obtain CFP® certification.

To register a program, an institution must submit an application for review by CFP Board.  Registration is granted on a biennial basis and must be renewed every other year.

Curriculum Registration Criteria (PDF)

Initial Registration of CFP Board Registered Programs (PDF)

FAQ on Using the Registered Programs Portal (PDF)

Registered Programs Reporting Schedule and Fees (PDF)

CFP Board Key Elements | Tax Cuts & Jobs Act 2017 | Learning Objectives (PDF)

CFP Board Career Center

Encourage your students and graduates to visit the CFP Board Career Center online that will serve as the destination for those interested in a career as a financial planner, the CFP® certification, and job and internship opportunities.

Visit the CFP Board Career Center

Share our Career Center Flier with Your Students and Graduates (PDF)


Contact CFP Board at 202-379-2224 or for more information about the registration process.

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Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.