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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

Education Coursework Requirement

Find an Education Program

Search for colleges and universities with CFP Board Registered Programs that satisfy the education coursework requirement. All programs cover the required financial planning topics, but vary in style, length, and delivery method. CFP Board does not endorse one registered program over another.

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CFP coursework can be completed as part of a stand alone certificate program — or as part of an accredited degree program.

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Candidates with certain credentials need only take the Capstone course to meet the coursework requirement. See Accelerated Path.
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Case Histories of Administrative Orders are for information purposes only and should not be cited.
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