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Certification Examination Review Programs

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.

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

Program Summary:

Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNER™ Professional may provide the opportunity and potential you seek.

The College's CFP® Certification Professional Education Program is the nation's most successful program with more than 40 years of experience providing financial planning education to the nation’s top financial advisors. Our cumulative pass-rate on the CFP® Certification examination is 86%, which is more than 20% higher than the competition.

Additional Information:

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.

MyChoice Custom Education Platform

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Student Loans are available

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 here. Completion may allow you to earn up to 15 semester credit hours toward a bachelor's degree or master's degree in personal financial planning, and between 150-278 hours of continuing education credit with some organizations.




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