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If you believe you have completed any of the required topic areas (or you hold one of the credentials listed below) you may submit an Application for Transcript Review.

Review the Principal Knowledge Topics against your course syllabi or descriptions to determine if you have completed any of CFP Board’s major personal financial planning areas. Only courses completed at a regionally-accredited U.S. institution are eligible for review.

Application for Transcript Review
Contact education@cfpboard.org for assistance with this process.
Download the Application

Review Process

Use the Principal Knowledge Topics list to map out which courses will qualify. CFP Board must find evidence of the topics through your course materials to award credit. All content areas under a topic domain must be evident to receive credit for that domain. Consideration of a topic domain will not be given if any content areas are left blank, but it is not necessary for all domains to be reviewed for credit.

Results of your Transcript Review will be communicated via email within 30 calendar days of receipt of all required application materials. If your application is received fewer than 30 calendar days before the education verification deadline, you will need to sit for a later exam.

Your complete application, non-refundable payment, and supplemental materials should be submitted to education@cfpboard.org or by mail to:

Transcript Review
1425 K St NW #800
Washington, DC 20005

Credit is not guaranteed. You will be notified of any topic areas that have received credit and all remaining areas must be completed through a CFP Board Registered Program.

Important: Credit for the Capstone course is not available through Transcript Review. The Capstone course must be completed through a registered program.