The CFP® Certification Education Program is designed for professionals seeking foundational financial planning knowledge and a clear path to passing the CFP® exam. The program consists of seven online, self-study courses covering financial planning principles, income taxation, investments, retirement planning, estate planning, insurance, and behavioral finance. Courses are completed fully online and at your own pace, with no prerequisite courses required to begin beyond a high school diploma or equivalent. To receive the CFP® certification, you must also pass the CFP® exam, hold a bachelor's degree, and complete 4,000–6,000 hours of professional experience.
The curriculum covers the full breadth of knowledge tested on the CFP® exam, including financial planning roles and responsibilities, income taxation, investment principles, retirement and estate planning strategies, insurance planning, and the latest concepts in behavioral finance. The program's academic depth — backed by an accredited institution — gives you the context and comprehension needed to not just pass the exam but apply what you've learned in practice.
The CFP® Certification Education Program is the right fit for financial professionals who are ready to pursue one of the most recognized credentials in the industry. With 72% of College students passing the CFP® exam on their first attempt — well above the national average — this program gives you a meaningful edge.
