Making Your Mark Starts Here
CFP® Certification Education Program
Best For
Financial professionals who want to pass their CFP® exam the first time.
Timing
~12 Months
Format
Study the curriculum at your own pace, engage through online office hours, and receive support from the nation’s preeminent financial planning thought leaders. Learn About Personal Pathway.®
100% Online
Tuition
Starting at
$955/course
Course packages and other options available.
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Who is the CFP® Certification Education Program Right For?
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Program at a Glance
Admissions Requirements
There are no prerequisite courses required to begin our program other than a high school diploma or equivalent.
To receive the CFP® certification, you must:
- Successfully complete the seven required courses
- Pass the CFP® exam
- Hold either 6,000 hours of professional experience as a financial advisor or 4,000 hours of apprenticeship experience
- Receive a bachelor’s degree from an accredited college or university
Continuing Education (CE) credit is required to maintain the CFP® mark, as well as agreeing to the CFP Board’s ethics pledge. For more information, see the CFP Board’s website.
Tuition & Scholarships
Program tuition can be paid on a per-course basis, or packaged together at a reduced rate.
Individual courses: $955 (except for Case-study Course HS 333 which is $1,175)
Course Packages (additional packages available for review during enrollment)
- 7-Course Package:
$5,395$4,855.50 until 3/14 with promo code CFPEDUSAVE* - 7-Course Package + CFP® Dalton Review:
$6,395$5,855.50 until 3/14 with promo code CFPEDUSAVE* - 7-Course Package + The Core BIF Review: $6,390
Exam Preparation
We’ve partnered with several CFP® Exam preparation providers. Learn more about offerings from Dalton Review here, and Boston Institute of Finance (BIF) here.
- CFP® exam prep with The Dalton Review®: $1,495
- Dalton Guarantee to Pass™ Review: $2,295
- The Core BIF Review: $995
- The Premium BIF Review: $1,795
Additional Offerings
Scholarship opportunities are available for those who qualify, learn more.
We also offer an accelerated, alternative path capstone program for learners with qualifying credentials - learn more here.
*Promotion code CFPEDUSAVE can only be applied to a seven-course or three-course CFP® Certification Education Program package. If purchasing the seven-course package, an add-on option is available to purchase the CP 121 CFP Exam Review at a discounted price of $1,000, compared to $1,495, representing an additional $495 savings in addition to the promotion. Promotion cannot be applied to single courses, combined with any other promotion, company savings, company direct payments, or applied to previous purchases.
What You'll Learn
The College’s online CFP® Certification Education Program is uniquely positioned with the academic rigor of an accredited institution, an all-virtual online experience with the personal touch of a real live classroom setting, and a level of interactivity and engagement that sets it apart from other e-learning, self-study programs.
Your learning outcomes include knowledge on:
- Financial planning roles and responsibilities
- Income taxation and principles of investments
- Retirement and estate planning strategies
- Planning principles for insurance needs
- Latest concepts in behavioral finance
Course Delivery
Study the seven-course curriculum at your own pace, engage through virtual online office hours, and receive support from the nation’s preeminent thought leaders and our academic advising team.
Our program offers:
- An extensive review of core competencies covered on the CFP® exam
- A focus on behavioral finance, an area of growing importance
- Expert instruction delivered by preeminent thought leaders and researchers
- Modern e-learning through our Personal Pathway® learning model to improve interaction and retention
- Higher pass rates above the national average1
There’s absolutely no question: the CFP® certification education courses online at The College gave me the tools I needed to pass the CFP® exam.
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, RICP®
Proven Educational Outcomes
67%
Of our students pass their CFP® exam the first time, beating the national benchmark.1
5%
Above the national average for program completers who pass their exam on the first attempt.1
85
Net Promoter Score (NPS) from our students, indicating world-class satisfaction with their education.2
Take the Next Step
Our online program gives you a strong financial planning education to deepen client relationships and offer unmatched expertise.
1 CFP Board November 2022 Exam Results. 2024.
2 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.