Certified Financial Planner™


Prepare for the demanding CFP® Certification exam

The best way to serve your clients as a financial planner is to offer sound advice based on current financial fundamentals. A Certified Financial Planner™ designation signifies your dedication to the profession and your commitment to offer clients sound guidance.

The Executive Program for CFP® Certification education is a registered program of the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. Upon successful completion of this certificate program, students are eligible to apply for the CFP® Certification Examination.

CFP® Certification Education Options

Blended Class Format

Picture of a business professionals attending an Executive Education course

This blended course format marries traditional learning with the convenience of an online experience.

  • Consists of six academic courses, including a capstone
  • Classes meet live in an interactive, virtual setting
  • Instructor-led sessions are supplemented with independent learning

Self-Paced Online

Woman working from a home office

Our online CFP® program allows you to proceed at your own pace - perfect for the financial advisor who wants to fast track through familiar subjects.

  • Work as your schedule permits - with online delivery, the content is available whenever you are
  • Our program delivers truly interactive and engaging content
  • An advisor will be your partner through all 7 courses. Advisors will respond to email questions and provide feedback within 24 hours