For Education Partners
Registered Programs
CFP Board Registered Programs are financial planning education programs at regionally accredited colleges or universities. These programs have been approved by CFP Board to deliver curriculum covering the 70 Principal Knowledge Topics that students must learn to fulfill the coursework requirement and sit for the CFP® exam.
Become a Registered Program
Join a fast-growing network of CFP Board Registered Programs across the US. Graduates of registered programs satisfy the coursework requirement for CFP® certification and are eligible to take the CFP® exam.
Qualifying institutions offer certificate programs and degree programs at the undergraduate, graduate, and doctoral level, and must be accredited by your region's accrediting body. Contact Registered Programs for more information and to gain access to the online application.
Information for Registered Programs
CFP Board is here to support you in establishing and growing your registered program. Contact us for more information or to start the process of becoming a registered program today.
Resources for Registered Programs
How do I access my program application and reporting? What can I name my program and what content should be included? Find answers to these questions and much more.
CFP Board Conference
The 2023 CFP Board Conference brought financial planning educators and undergraduate students together with CFP Board and financial services firms.
Reporting Schedule & Fees
CFP Board Registered Programs report to CFP Board on an annual basis under a three-year cycle. Learn more about annual reporting, program renewal and program fees.
Education Verification System
The Education Verification System is a convenient way for registered programs to submit lists of program graduates online and confirm your students' eligibility to sit for the exam.
Program Content
Learn more about the registered program curriculum, including the Student-Centered Learning Objectives, 70 Principal Knowledge Topics and Capstone Course.
Browse Registered Programs
You can use our search tool to look up and find contact information for other colleges and universities with a CFP Board Registered Program.