Mon., Sept. 6: In observance of Labor Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.
Designee Grievance Form (PDF - 51 KB)
File a Complaint Against a Designee Form (PDF - 108 KB)
File a Voluntary Relinquishment Form (PDF - 28 KB)
Request for Information
Master of Science Degree Program Application (PDF - 304 KB)
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College Program insurance credits and proctor requirements (PDF - 58 KB)
Request for Continuing Education Credits (PDF - 123 KB)
Affidavit of personal responsibility (PDF - 30 KB)
Arkansas affidavit of personal responsibility (PDF - 7 KB)New York affidavit of personal responsibility (PDF - 110 KB)South Carolina affidavit of personal responsibility (PDF - 8 KB)
Edward Jones state CE insurance hoursEdward Jones state CE request form
CPE Course Listing
CPE Certificate of Completion Request and Course Evaluation Form
Nauheim Merit Scholarship
The David M. King Merit Scholarship
Loren Dunton Merit Scholarship
Financial Analysis Scholarship
International Financial Analysis Scholarship
CFA Institute CFA® Exam Merit Scholarship
Ginger E. Current Merit Scholarship
Ginger E. Current Retirement Designation Merit Scholarship
Military CFP® Certification Professional Education Program Scholarship form
Military Financial Planning Education Scholarship form
Military Spouse Foundations in Financial PlanningSM Education Scholarships form
Military Master of Science Degree, Personal Financial Planning Scholarship form
Military Master of Science in Finance Degree Scholarship form
Request for Official Transcript from Other Educational Institutions (PDF - 136 KB)
for use when seeking acceptance into the Masters Degree program or seeking approval for transfer of credit for courses completed at another institution
Request for Official Transcript from the College for Financial Planning® (PDF - 40 KB)
You may request an official transcript showing your academic history with the College for Financial Planning®. This transcript will provide you an academic history of your course work while enrolled in programs and/or courses with the College for Financial Planning®. There is a $15 fee for each transcript requested. Student account must be paid in full before a transcript request will be processed.
Transfer of Credit Petition (PDF - 218 KB)
Extension or Skip Form (PDF - 63 KB)
Student Grievance Form (PDF - 51 KB)
Withdrawal Form (PDF - 75 KB)
Request for Proctor Exception Form (PDF - 84 KB)