The institutions listed on the following pages have registered a financial planning curriculum that satisfies the CFP Board's education requirement. The CFP Board does not endorse one program over another.
All programs cover the same core curriculum, yet vary in style, length and delivery method.
They may be certificate programs, under-graduate programs, or graduate programs. All institutions are accredited by their region's accrediting body. While the educational requirement is a prerequisite to the CFP Certification Examination, it should be noted that completion of a financial planning education program in itself may not be adequate preparation for the CFP Certification Examination. The educational requirement is intended to ensure a candidate has received a textbook-based or theoretical understanding of financial planning concepts and processes. The CFP Certification Examination, however, reflects a level of knowledge, synthesis, and evaluation of financial planning similar to that of the actual practice of financial planning.