Certified Financial Planning Certified Financial Planning Certificate

Learn to guide clients through investing, saving, money management, and planning for life's big events.

How to Apply

Ready to take the next step? Apply online and receive a decision within two weeks.

Earn a CFP board registered certificate in under a year

Seven online courses (totaling 21 credits) are required. Each course lasts just 8 weeks. Courses can be taken in any order except CFP 307, which must be the final course completed.

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Here are a few highlights of this certificate*:

Courses meet the Education requirement of the CFP certification process,
Learn how to advise clients to set goals and assess risk tolerance,
Fulfill content standards of the CFP® Certification Examination,
Attain skills to guide clients through some of the biggest moments of their lives and be a resource during difficult times,
Develop risk management and insurance planning skills,
Examine investing in the securities market, risk/return, stocks and bonds,
Understand tax consequences and lawful tax-minimizing tactics, and
Learn financial planning for retirement.

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