Which CFP® Program is Right for You?

Choose the option that works best with your learning style.

Self-Paced Online CFP® Program

The  Self-Paced Program is our base CFP Board-registered educational program.

The program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning.

Successful completion of all seven courses, along with a bachelor's degree in any subject, meet the educational requirements for achieving CFP® certification.

The 7 courses in the program are listed below. Click on each for an overview.

Looking for more help from a Instructor?
Check out our Instructor-Led Program

Instructor-Led Online CFP® Program

The Online Instructor-Led Program includes an ADD-ON to the Self-Paced Program. It combines the best of both worlds.

You will receive our extensive CFP Board-registered, Self-Paced Program, combined with a biweekly online session with a live instructor who will lead you through all the complex topics you’ve been studying.

your instructor will utilize widely-used web conferencing technology to lead you through assigned lessons from the Self-Paced Program coursework.

Key Features:

  • All sessions are archived and available for future viewing
  • Access to most current recorded version of ALL sessions
  • Archived sessions available for download
  • Ask questions of the instructor
  • Learn how topics are applied on the CFP® Exam
  • Reinforce retention of key topics
  • Work through practice questions

Next Session

Start Date: May 25, 2023

End Date: April 11, 2024
(Designed to have you prepared for the July 2024 CFP® Exam.)

Meeting Frequency:
Biweekly sessions, 7pm – 9pm EST

Class Schedule:
To download, click here

Still not sure who to choose for your CFP® Certification?

Learn more about what sets our program apart from other programs you may have heard about.

Usage

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.