CFP Education programs
CFP Education Programs
Satisfy the CFP education requirement with the best selection of university partners.
CFP Capstone Course
Accelerated pathway to satisfy the CFP Education Requirement if you qualify.
CFP Exam Preparation
Dalton Review Course
Make sure you pass the CFP exam by taking this focused exam preparation course.
Other Programs
Specialist in Personal Financial Planning
Jump-start your financial planning career with this self-study certificate program.
CFP Continuing Education
Continuing Education Ethics Course
Satisfy your CFP continuing education credit requirement here.
Certified Military Financial Advisor Program
Empower yourself to provide expert financial guidance to the military community with the CMFA®.
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The complete tax and financial planning reference tool. For professionals, educators, and students.
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CFP® Certification Education Courses - Which One is Right for You?
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If you are considering a career in financial planning, you may want to know “how do I become a CFP^®professional?”
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Fundamentals and Insurance Planning Prestudy Booklet

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFP Education programs

CFP Education Programs

CFP Capstone Course

CFP Exam Preparation

Dalton Review Course

Other Programs

Specialist in Personal Financial Planning

CFP Continuing Education

Continuing Education Ethics Course

Certified Military Financial Advisor Program

Study Materials

Explore All Study Materials

Spotlight

2025 Quicksheets Set

Support

Help Center

Financial assistance

Learn

Course schedules

Additional Resources

Spotlight

CFP® Certification Education Courses - Which One is Right for You?

Fundamentals and Insurance Planning Prestudy Booklet