Certification Coursework Requirement
As part of earning your CFP® certification, you will need to complete college or university-level coursework through a CFP Board Registered Program. If you hold certain credentials or degrees – or have completed similar coursework already – you may qualify for additional options.
In addition to enrolling in a CFP Board Registered Program, these options may also be available to you.
The Accelerated Path allows you to bypass much of the coursework requirement for CFP® certification, if you hold one of the qualifying degrees or professional credentials.
You may have covered some of the required Principal Knowledge Topic areas through previous coursework not taken through a CFP Board Registered Program. If you believe this applies to you, you can submit an application for transcript review.
Coursework from Multiple Registered Programs
If you satisfy the coursework requirement through multiple CFP Board Registered Programs, you must self-report your course completion to CFP Board unless you have formally transferred your credits into one program.
Discounts for Financial Firm Employees
Some financial firms have negotiated discounts with specific registered programs and may offer reimbursement for all or part of the certification process. To see if your employer has negotiated discounts or has a reimbursement policy, please contact your firm directly.