Verify Your Coursework

Completion of the coursework requirement through a CFP Board Registered Program is to be reported by the school through the education verification system. Previously completed coursework will qualify for credit if it was taken through a program registered with CFP Board at the time of your enrollment.

Search for your school and find contact information for your program.

Contact education@cfpboard.org if you do not see your school listed.

It is helpful if you provide your CFP Board ID number to the school to ensure that the record of completion they submit matches to your CFP Board account.

Note: Schools can only report students who have successfully completed the full registered program through their institution. View the Multiple Registered Programs section below for instructions on verifying your coursework completion through multiple schools.

Candidates who satisfy the coursework requirement under the Accelerated Path must self-report 1) documentation of their qualifying degree or credential and 2) proof of completion of the Capstone course through a CFP Board Registered Program.

Acceptable Capstone documentation must include the following:

• Candidate's name (must match CFP Board account)
• Institution's name
• Course name and number
• Grade*

*CFP Board requires a passing letter grade or a "Pass" in a Pass/Fail course.

Documentation should be sent to education@cfpboard.org no later than the education verification deadline for your selected exam.

Otherwise known as "Combo Status," candidates who satisfy the coursework requirement through multiple CFP Board Registered Programs must self-report their course completion to CFP Board.

Candidates may submit an unofficial transcript, grade report, or letter/certificate of completion for each of their completed courses to education@cfpboard.org.

Acceptable documentation must include the following:

• Candidate's name (must match CFP Board account)
• Institution's name
• Course name and number
• Grade*

*CFP Board requires a passing letter grade or a "Pass" in a Pass/Fail course.

Candidates who receive credit toward the coursework requirement through an application for transcript review must self-report completion of any remaining required courses and the Capstone course through a CFP Board Registered Program.

Candidates may submit an unofficial transcript, grade report, or letter/certificate of completion for each of their completed courses to education@cfpboard.org.

Acceptable documentation must include the following:

• Candidate's name (must match CFP Board account)
• Institution's name
• Course name and number
• Grade*

*CFP Board requires a passing letter grade or a "Pass" in a Pass/Fail course.