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

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    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

    Get started with SPFP

    Fill out the form below, and one of our knowledgeable program advisors will be in touch.

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