CFP Education

Certified Financial Planner™, CFP® Certification

At the College for Financial Planning®—a Kaplan Company, which helped create the country’s first financial planning credential in the industry, the CFP® certification, we are proud to provide CFP® education that prepares our students to be the best financial planners in the industry.  Our seven-course program provides students with the opportunity to put what they learn into practice, and even qualifies for credit toward our Master of Science in Personal Financial Planning. Successful completion of the program results in eligibility to sit for the CFP® exam, which our graduates consistently pass at rates  3% to 6% higher than the national average.  Since the March 2012 exam (when CFP Board revised the exam blueprint), more than 13,500 CFP® certificants have come from the College’s program. View more information about our programs in the course catalog.

Program Courses

FP511

General Financial Planning Principles, Professional Conduct, and Regulation

FP512

Risk Management, Insurance, and Employee Benefits Planning

FP513

Investment Planning

FP514

Tax Planning

FP515

Retirement Savings and Income Planning

FP516

Estate Planning

FP517

Financial Plan Development

Length: 8 modules per course, with the exception of FP512, which has 6.

Recommended study time: 750 to 1,000 hours

Level of coursework: Graduate

Articulation: Successful completion of the program qualifies toward 15 credits* in the Master of Science in Personal Financial Planning

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CFP® Exam Prep Review

Program Objectives

  • Know. Demonstrate expertise in personal financial planning topics and fiduciary duty, including the financial planning process and insurance, investments, income tax, retirement, and estate planning.
  • Apply. Apply quantitative methods and knowledge framework in personal financial planning for their clients and are able to apply advanced methods in portfolio management, pre-retirement planning, and complex issues in tax and estate planning as part of the financial planning process.
  • Critical Analysis and Evaluation. Bring a sophisticated level of critical evaluation and analysis to consideration of client-specific scenarios.
  • Communicate. Demonstrate ability to educate and communicate with clients using client-centric verbal, written, visual, and numerical presentations to engage clients throughout the financial planning process.
  • Professional Practice. Employ ethical, regulatory, and legal guidelines when making financial decisions and recommendations.
  • Lifelong Learning. Engage with the CFP Board in the adoption of changes in financial planning-related processes and tax laws and other regulations.

CFP® Exam Prep Review

The College for Financial Planning®—a Kaplan Company helped create the country’s first financial planning credential in the industry, the CFP® certification. Based on years of research and evidence in how people learn most effectively, our 10-week Exam Prep Review seamlessly integrates three elements: a curation of critical materials and study tools live online or on-demand classes taught by expert faculty a learning platform uniquely designed to keep you accountable and on pace to exam day, featuring a dynamic activity feed and performance tracker.

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