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Please note that you need to fill out both Certificate and Registration applications to apply for any certificate program.

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Financial Planning Certificate

Suitable for entry-level and practicing Professionals looking to distinguish themselves as objective financial planners—whether as individual practitioners or as planners sponsored by large advisory companies—this certificate offers a comprehensive review of the fundamentals of financial planning and uses a curriculum developed by the College for Financial
Planning. Courses provide the opportunity to learn and apply financial planning techniques in a classroom environment, with an emphasis on real-world applications and problem solving. Tuition includes the cost of
study guides and access to the College of Financial Planning’s website; however, it does not include the cost of textbooks.

Required courses:
CFP0002: Financial Planning Process and Insurance Planning
CFP0003: Investment Planning
CFP0004: Tax Planning
CFP0005: Retirement Planning and Employee Benefits
CFP0006: Estate Planning

If courses purchased individually: $5,350
Certificate paid in full: $4,995