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Making Your Mark Starts Here

CFP® Certification Education Program

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Best For

Financial professionals seeking a highly flexible CFP® education program.

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.

Enroll Today Request More Info
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Our Program is Right for You If:

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You Want to Pass Your Exam the First Time

Learn, Retain, and Become a CFP® Professional

According to the CFP Board, over 3-in-10 first-time takers fail the exam. And nearly half fall short on another attempt. Pick a program with a proven success rate.3

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You Want a Program With Proven Outcomes

Get the Most Out of Your Education

You need a learning partner with a demonstrated track record of success. Our graduates see 35% higher growth in client retention and 13% higher growth in earnings!2

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You Want Flexible Online Learning

Shape Your Path as a Busy Professional

Our flexible e-learning delivery lets you learn at your own pace, offers online resources whenever and wherever you are, and provides live and on-demand access to instructors.

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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:

  1. Successfully complete the seven required courses
  2. Pass the CFP® exam
  3. Hold either 6,000 hours of professional experience as a financial advisor or 4,000 hours of apprenticeship experience
  4. 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.
 

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Tuition & Scholarships

Program tuition can be paid on a per-course basis, or packaged together at a reduced rate.

Single Courses
Just $995 per course
Single courses in the CFP® Certification Education Program can be purchased for $995 each, excluding HS 333 (case study course).

Case Study Course
$1,175
The final course in the CFP® Certification Education Program, HS 333 Personal Financial Planning: Comprehensive Case Analysis, can be purchased individually for $1,175 or as part of a seven-course program package (see package pricing).

Three-Course Package
$2,595
Save $390 when you purchase a three-course package containing any three of the seven required courses (excluding HS 333 and HS 347) versus enrolling course by course.

Seven-Course Package
$5,395
For $5,395, you may purchase a full CFP® Certification Education Program package containing all seven required courses (a $1,750 savings from individual course purchases!).

Program Package With Exam Review
Starting at $6,390
Enroll in the seven-course package and unlock significant savings on top-rated exam reviews. As the leading CFP® certification education provider, we’ve partnered with two leading CFP® exam prep providers, including The Dalton Review® and The Core Boston Institute of Finance (BIF) Review, to deliver significant savings to you.

Exam Preparation
Starting at $995
Just looking for some additional preparation before you take your CFP® exam? We’ve partnered with several exam review providers to offer you the best deals possible.

Accelerated Capstone Program
The CFP Board maintains a Capstone Program for students with specific credentials or degrees to earn their CFP® certification. Learn More

Scholarship opportunities are available for those who qualify, learn more.

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
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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
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Request More Information

Provide us with your information and we will share additional details.

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Proven Educational Outcomes

35%

Higher growth in client retention reported than those without a designation.1

85%

Net promoter score from our program completers, indicating world-class satisfaction.2

71%

Of our students pass their CFP® exam the first time, beating the national benchmark for financial planning education.3

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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®

footnotes

1 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.

2 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.

3 CFP Board. Cumulative exam results since 2022. As of March 2025.

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