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.
Learning Options Learn Your Way: Online. Onsite. On Your Time.
Online- Popular live webinars team taught by the best instructors
Evening classes two nights per week
Accelerated schedule to finish in nine months
3-hour exam review included in every course!
Archives available and breaks between courses
Full Package - $3,995
Includes all books, online tools, and access to all webinar classes.
By Course - $710 per course
All textbooks will be shipped on a per-course basis with a $25 shipping & handling fee Onsite - The best combination of self-study and intensive classroom review
Study the material for each course on your own
Travel to a live classroom for an intensive review of the course
Take your test onsite and gain valuable exam experience
Complete the program in seven short months
Five-day intensive review of all 89 topics before you take CFP Board's exam!
Full Package - $5,175
Includes all books and materials, live intensive reviews for each course, final comprehensive review, and expert instruction.
New student fee applies to first time students with The American College, and travel and lodging is on your own. On Your Time- Self-study with the best support in the business
You choose how long to study for each exam
Enjoy a five-month exam window to test
Once you complete a course, the next course in the program is automatically shipped to you
Enjoy extensive online study materials as well, including practice exams, audio reviews, video clips and more
Full Package - $2,895 - (Best Value)
Includes: textbooks, shipping & handling charges for all six courses
Monthly Pay - $149/month for 24 months
Includes: textbooks, shipping & handling charges for all six courses
By Course - $585.00 per course
All textbooks will be shipped on a per-course basis with a $25 shipping & handling fee
*If you are a new student, you will need to pay a $130 New Student fee 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.
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!
Tuition 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
Tuition (includes all textbooks and online study support): $585
Shipping and Handling: $25 (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.
