There are several ways students can prepare for the CFP
® Certification Examination at The American College. Read the details below about all of our CFP
® Certification Programs.
The CFP® (CERTIFIED FINANCIAL PLANNER) Certification Education can be earned by completing 6 required courses, HS 300, HS 311, HS 321, HS 326, HS 328 and HS 330. Earning the CFP® Certification also requires passing the
comprehensive exam administered by the CFP Board of Standards, Inc.
Download Our CFP® Brochure Here
Accelerate Your CFP® Certification with Financial Planning Express®
Choose The American College for an intense, practical financial planning program that prepares you to pass the CFP
® Certification Examination in just seven months. Combining self-study with live classroom instruction, Financial Planning Express
® not only meets the educational requirements to sit for the CFP
® Certification exam, it covers all of the exam topics in depth and with unmatched clarity. Transform your career today, with the latest information on a wide range of financial planning topics and applications.
Click here for more information on the Financial Planning Express
® Program.
Succeed Your Way With our Standard Self-Study, Self-Paced CFP® Certification Curriculum
Sign up for your first course now and choose how long you'll take to complete it, by studying at your own pace. Access extensive online study support and practice exams through Blackboard, all included in the cost of your tuition.
Special CFP® Certification Programs
Find out more about our Horizons program, offering a convenient and cost-effective way to host live, weekly CFP
® certification education classes in your office. This program provides a structured format to stay on track and complete the required courses.
Click here to learn more about live Horizons classes.
Supplementary Study Aids
Cost-effective supplementary study materials, developed in partnership with Keir Educational Resources, are available for all CFP
® Certification Curriculum courses. Learn more about these Keir materials
here. DVD lectures are also available for purchase so that students can enjoy the benefits of classroom instruction in the convenience of their home or office.
Click here for more information on the DVD lectures.
Review Programs for the CFP® Certification Examination
Check out the different review programs available from The American College/Keir Educational Resources. Learn more
here to help you prepare for the national certification exam.
CFP® Certification Curriculum (Get course descriptions
here.)
Six Required Courses
HS 300 Financial Planning: Process and Environment
HS 311 Fundamentals of Insurance Planning
HS 321 Income Taxation
HS 326 Planning for Retirement Needs
HS 328 Investments
HS 330 Fundamentals of Estate Planning
The 5-Year Rule:
In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule. For more information on the 5 Year Rule, please click here.
CE 126 Ethics for CERTIFIED FINANCIAL PLANNER™ Designees-Revised
Consists of a variety of interactive online modules focusing on ethical situations dealt with by holders of CFP
® Certification. The course, delivered through The American College online course platform, has been approved for CE ethics credit by Certified Financial Planner Board of Standards Inc. Includes online delivery with exam. Now available on The American College's Online Learning Experience -
Sign up now!Click Here for Additional CFP® Program RequirementsTuition and Fees
Your tuition includes all required study materials, access to convenient online learning tools, and your examination. Supplementary study materials are also available for an additional cost.
(These prices are for self-study courses ONLY. Click here to see tuition costs for the Financial Planning Express® program.)
Admission Fee (one-time, non-refundable fee for new enrollees at The College):
$130.00
Course Tuition:
$585.00
Shipping and Handling:
$25.00 (per course)
*New Accelerated Success Program!
With low monthly payments and no interest charges!
***Textbooks are regularly revised to reflect recent tax code changes, new legislation, and industry trends so you can stay current. Revised textbooks are shipped to students on the first day of the month of your selected testing quarter. Textbooks that are not under revision are shipped as soon as the registration is processed. Please contact a Professional Education counselor if you have questions about textbook revisions.***Three Easy Ways to Register
- Online Create your user account and register for your course here.
- Mail or Fax Download the course the registration (pdf) form here and return via mail or fax.
- Phone Call a Professional Education counselor
(Monday-Friday 8 a.m. - 7 p.m., EST) 888-263-7265
All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $155.00 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned, and no refund will be given for these textbooks. CFP® Certification Curriculum and Financial Planning Express™ Students
In addition to completing the CFP
® Certification Curriculum, students must meet additional CFP
® Board requirements in order to qualify to sit for the CFP
® Certification examination. These include the completion of a Bachelor's degree and ethics and experience requirements. Please visit
www.cfp.net for more information.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.