CFP Board Registered Programs are financial planning education programs at regionally accredited colleges or universities. These programs have been approved by CFP Board to deliver curriculum covering the 72 Principal Knowledge Topics that students must learn to fulfill the coursework requirement and sit for the CFP® exam.
Join a fast-growing network of CFP Board Registered Programs across the US. Graduates of registered programs satisfy the coursework requirement for CFP® certification and are eligible to take the CFP® exam.
Qualifying institutions offer certificate programs and degree programs at the undergraduate, graduate, and doctoral level, and must be accredited by your region's accrediting body. Contact Registered Programs for more information and to gain access to the online application.
CFP Board is here to support you in establishing and growing your registered program. Contact us for more information or to start the process of becoming a registered program today.
How do I access my program application and reporting? What can I name my program and what content should be included? Find answers to these questions and much more.
The 2022 CFP Board Conference brings financial planning educators together with CFP Board and financial services firms. Register today to reserve your spot.
CFP Board Registered Programs report to CFP Board on an annual basis under a three-year cycle. Learn more about annual reporting, program renewal and program fees.
The Education Verification System is a convenient way for registered programs to submit lists of program graduates online and confirm your students' eligibility to sit for the exam.
Learn more about the registered program curriculum, including the Student-Centered Learning Objectives, 70 Principal Knowledge Topics and Capstone Course.
You can use our search tool to look up and find contact information for other colleges and universities with a CFP Board Registered Program.
The 2022 CFP Board Conference is a new conference that unites the CFP Board Registered Programs Conference and Annual Firms Summit. Learn more and register today.
This one-of-a-kind event is limited attendance and specifically designed for leaders from educational institutions and financial services firms.