Resources for Registered Programs

For Education Partners


Resources for Registered Programs

Please find information, forms and updates related to CFP Board-Registered Programs below. Use the quick links to easily navigate to the resources.

Quick Links:

Student-Centered Learning Objectives Resource Document

CFP Board has released a resource regarding student-centered learning outcomes relative to CFP Board principal topics. CFP Board Registered Program directors and faculty are welcome to use the guide in their classroom or learning platforms.

Learning Objectives Resource Document (PDF, 533KB)

This Learning Objectives resource document was created by CFP Board's Curriculum and Instruction Working Group to be an effective guide in the development of course learning objectives, learning experiences and program development. We appreciate everyone who provided comments on the discussion draft of the resource document that was released at the 2011 CFP Board Registered Program Conference.

Education Verification System

CFP Board has released a new online process for Registered Programs to submit student eligibility information to CFP Board. The online Education Verification System provides a convenient way for Registered Programs to submit lists of their program's graduates and assist those graduates in taking the next steps toward CFP® certification.

Individuals identified by a CFP Board-Registered Program as the Program Director and/or Primary Contact may now submit eligibility lists through CFP Board's online Education Verification System, accessible from

Overview of Education Verification System (Video)
Tip Sheet for Using the Education Verification System (PDF, 41KB)
Template for Eligibility List Uploads  (Excel, 1KB)
Login to the Education Verification System
Personal Information Release Form (Word, 12KB) - This form is a resource for Registered Programs to collect the necessary information for education submissions.

Capstone Course

Financial Plan Development Course Criteria - Learn about related curriculum change information.


CFP Board Career Center

Encourage your students and graduates to visit the new online CFP Board Career Center 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, 1.9MB)

Financial Planning Challenge

CFP Board is pleased to collaborate with the Financial Planning Association® (FPA®), the Academy of Financial Services and Ameriprise Financial to host the Financial Planning Challenge.

The Financial Planning Challenge is a competition created to support the next generation of financial planners by:

  • Engaging students and program directors in the financial planning community.
  • Raising awareness of career opportunities.
  • Encouraging learning and networking in the financial planning profession.

Learn more about the Financial Planning Challenge

Copyright Permission Request Form

CFP Board will generally grant permission to use content or reprint additional copies of copyrighted materials upon a user's written request. In order to receive CFP Board's written consent, please complete the online Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by e-mail if your request has been approved or if we require more information.

You may also Download the Copyright Permission Request form (pdf) and send the completed form to CFP Board by mail or fax to:

Certified Financial Planner Board of Standards, Inc.
Attention: Trademark Department
1425 K Street NW #800
Washington, DC 20005

Fax: 202-379-2299

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.