CFP® Certification

CFP Certification Professional Education Program

CFP-SOT Banner

Program Summary:

The CFP® or CERTIFIED FINANCIAL PLANNER™ certification is the most respected financial credential for financial planners, financial firms, and those seeking the advice of a financial planner.

Whether you’re looking for a more rewarding career or want to enhance the one you currently have, becoming a CFP® Professional can provide the opportunity and potential you seek.

CFP® certificants have been shown to earn more and report increases to both their number of clients and their own job satisfaction.



Why choose the College’s CFP Certification Professional Education Program?:

I would highly recommend the College for Financial Planning to anyone that is serious about pursuing the CFP® – Brian M.

Course Topics:

  • CFPE 501 Financial Planning Process & Insurance
  • CFPE 502 Investment Planning
  • CFPE 503 Income Tax Planning
  • CFPE 504 Retirement Planning & Employee Benefits
  • CFPE 505 Estate Planning
  • CFPE 506 Financial Plan Development

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

This is a great program to prepare you for the exam – Scott J.

Course Details:

Most students complete their studies within 1-2 years. Completing the program fulfills the core education requirement for certification by CFP Board of Standards, qualifying you to sit for the CFP® Certification Examination. Additional information on CFP Board’s requirements can be found on their website. Completion may allow you to earn up to 15 semester credit hours toward a Master of Science in Personal Financial Planning, and between 150-278 hours of continuing education credit with some organizations.