Education Verification System

For Education Partners

MAXXCAT_START

Education Verification System

As a CFP Board Registered Program, you must report completion of the coursework requirement on behalf of your students to CFP Board. The online Education Verification System provides a convenient way for registered programs to submit lists of program graduates and assist your students in taking the next steps toward CFP® certification.

Eligibility lists may be submitted through the CFP Board account of your program’s director and primary or secondary contact using the template provided under "Resources". Follow the steps below to access the Education Verification System:

1) Log in to your CFP Board Account
2) Click "Registered Program Account" on the left-hand side of the page
3) Click "Upload Eligibility List"
4) Click "Manage Eligibility Lists"

For assistance with this process, please contact registeredprograms@cfpboard.org.

Log in to your CFP Board Account

Resources

Center For Financial Planning | Logo | Gold

The Center is creating an academic home for the financial planning profession.

Learn More

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.