Completion of cfp board approved coursework and a bachelor s degree in any discipline from an accredited college or university.
Cfp board registered education programs.
How to choose a program see if you qualify to bypass coursework.
The current list of topics became effective in january 2016.
Greene consulting a cfp board of standards registered educational group provides an online certified financial planner program with the goal of preparing students for the cfp certification exam through university partnerships.
To become a cfp board registered program schools must demonstrate within their curriculum coverage of the 72 principal knowledge topics.
As the original creator of the cfp mark no one knows financial planning education better than us.
The cfp exam is administered by the certified financial planner board of standards and is offered three times a year during an eight day testing period in.
Approximately 1 3 of all cfp exam takers turn to us for their required pre exam education needs.
Build a study program around test dates.
The required principal knowledge topics are determined through the job task analysis and serve as the blueprint for the cfp exam.
This verifies their eligibility to sit for the cfp exam and allows us to track their progress towards cfp certification.
All programs cover the required financial planning topics but vary in style length and delivery method.
Cfp board does not endorse one program over another.
While by definition a cfp board registered program is going to cover the requisite 18 credit hours of content necessary to complete the educational requirement typically in the form of five core classes on the technical topics and a 6 th capstone course where you learn to coalesce that information in the creation of an actual financial plan in addition to getting credit with the cfp board for completing the educational requirement you also get something from the educational program.
Choose a powerful path to cfp certification with college for financial planning a kaplan company.
Get started on your required education for cfp certification.
The master of science in finance with a concentration in financial planning is a cfp board registered program in financial planning education and meets the specific criteria for educating individuals who wish to fulfill the education component for obtaining cfp certification.
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.
There are two main parts to the requirement.
Education verification system as a cfp board registered program you must report completion of the coursework requirement on behalf of your students to cfp board.
Composed of seven courses the program provides students with a strong foundation in financial planning principles.
