Find the Education Program That Fits You

One of your first steps toward taking the CFP^® exam and earning CFP^® certification is to complete the required coursework with a CFP Board Registered Program. In addition to helping you prepare for the CFP^® exam, this coursework will give you crucial knowledge you’ll need to provide high-quality, trustworthy advice to your future clients. But how do you choose an education program that’s right for you?

There are more than 300 CFP Board Registered Programs offered at colleges and universities around the country, including more than 80 programs with online learning options. These programs all cover the same core curriculum, but they vary in style, length, cost, location and more. When you are considering a program, ask these important questions to help you determine which program will fit your needs:

• What educational level is the curriculum (certificate, undergraduate, master’s or doctorate level)?
• How long does it take to complete?
• How much does the program cost? Does that amount include books, tests or other fees?
• How often are courses offered? Will class schedules fit around your other commitments?
• What is my learning style? Will it be more helpful for me to take online courses, or to learn in a more traditional classroom setting?
• Does my employer have a preferred education provider?
• Does the program have a review course? Does it partner with a review course provider?

The answers to these questions will help you find the type of program that will fit your learning style, budget and schedule. You can also hear from other candidates about the programs they used in this thread on the Candidate Forum. Plus, when you’re ready to choose an education coursework program, CFP Board can help you sort through the available options with the education finder tool. Start planning your path to CFP^® certification today!