Gain the skills you need to jump-start your financial planning career path with our self-study certificate program.

    Enroll Now

    Man on desk

    Your first step into financial planning

    Interested in a career in financial planning? Earn a credential that gives you a strong foundation in the field’s core concepts — and puts you on track to becoming a CERTIFIED FINANCIAL PLANNER™.

    Boost your technical knowledge:

    Get an overview of the most useful technical concepts of financial planning.

    Hone your communication skills:

    Learn how to communicate successfully with clients in common real-life situations.

    Go further with CFP® certification:

    Apply 100% of the cost of SPFP to our CFP® certification program with the first course waived.

    About the Program

    Education Course

    Specialist in Personal Financial Planning (SPFP)

    Self-Paced, Online Study


    Talk to an advisor today.

    Our advisors are your go-to for everything. Need course recommendations? Extend a course? We've got you covered.

    Office hours: M-F, 8am-5pm EST


    What students are saying