Get Started on Your Required Education for CFP® Certification

Pursue your education for CFP® certification with College for Financial Planning®—a Kaplan Company, the creator of the nation’s premier financial planning credential. Wealthmanagement.com recently ranked the College #1 in its list of 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP® Exam.*

Our industry-leading education program is the one that 1/3 of all CFP® exam takers turn to year after year.†  Taught by expert faculty, our program combines:

  • a streamlined curriculum aligned with the specific learning objectives defined by CFP Board and
  • an innovative learning platform to help you earn your CFP® mark and succeed throughout your financial planning career  

Unique features of our learning platform help you stay on track to completing your education, whether you prefer a one-year structured-pace program or a program where you set the completion date.

  • an Activity Feed guides you dynamically through coursework and tools each week so you have a truly integrated, efficient study experience
  • a Performance Tracker lets you know how you're progressing with assignments 

The exam pass rate for students who complete a CFP® education program through the College for Financial Planning®—a Kaplan Company is consistently higher than the national pass rate. The College typically sees pass rates between 3 - 6 percentage points above the national pass rate. ‡ Since the March 2012 exam (when CFP Board revised the exam blueprint), over 15,500 CFP® certificants have come from the College’s program.  

Each step of the way, expert faculty are there to help you master the coursework necessary to sit for the CFP® exam and help you gain the practical knowledge that puts our graduates ahead of the curve.

  • 70% of College for Financial Planning® graduates report an increase in their client base after earning their most recent financial credential
  • CFP® certificants specifically see a 16% increase in earnings 

At the end of our 7-course curriculum you'll earn a Certificate in Personal Financial Planning. Most coursework you complete as part of the CFP® certification education program provides stackable credit towards a Masters in Personal Financial Planning in your future.

*Wealthmanagement.com, The 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP Exam, May 2021.

†Source: CFP Board, July 2021. CFP®️ Certification Examination Statistics. Cumulative statistics include exam taker population data from March 2012 through July 2021. Exams since the administration of the current form of the CFP®️ exam.

‡ Source: CFP Board, July 2021. CFP®️ Certification Examination Statistics. Cumulative statistics include exam taker population data from July 2018 through July 2021.

Client Base Increase of 70%: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English.

Earnings Increase of 16%: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years. The sample includes 123 graduates whose most recent professional designation earned was the CFP® certification and who answered this question.

Education Program Learning Methods

Live Online Class
(Structured Pace, 1-Year Program)

 

Our Premium Package brings together our instructor-led education and exam prep review in one convenient bundle. Begin live online classes in November 2022 and prepare to sit for the November 2023 exam. Attend class from the comfort of your home or office, with classes archived for further review.

OnDemand Class
(Self-Paced)

 

You can start, stop, and rewind through prerecorded class lectures at your leisure. Begin our OnDemand classes at any time. You’ll have the freedom to complete your education in your own timeframe.

Self-Study
(Self-Paced)

 

Designed for the motivated self-starter, we offer a self-study program with no class component. You'll have the freedom to complete your education at your own pace.

Compare Our Education Packages

Not sure which package fits your needs? Compare our education packages below.

No matter which style best fits your needs, you’ll master the 8 major domains covered on the CFP® exam through our 7-course curriculum. 

Premium

Our Premium Package is best for individuals who prefer a structured schedule of instructor-led classes for their education, followed by an Exam Prep Review.

 

  • Education: Live Online Class + archived sessions
  • Exam Prep Review: Choice of Onsite, Live Online, or OnDemand Class
  • Class cohorts start March, July, and November
  • Program length: 12 months*

*Fixed schedule of 9 months for education + 3 months for exam prep review

EssentialPlus

Our EssentialPlus Package is best for individuals who prefer to complete their education at their own pace and still learn from an expert instructor.

 

  • OnDemand Class (prerecorded video lectures)
  • Start anytime
  • Program length: flexible

Exam Prep Review is available separately.

Essential

Our Essential Package is for motivated self-starters who prefer to complete their education at their own pace without a class component.

 

  • Self-Study 
  • Start anytime
  • Program length: flexible

Exam Prep Review is available separately.

CFP 2020 Education Program Website Grid

*$699 per course for courses FP511 – FP516; $799 for course FP517

Preview our Learning Platform

Whether you prefer Live Online classes, OnDemand classes or a Self-Study option to pursue your CFP® mark, College for Financial Planning®—a Kaplan Company’s curriculum and award-winning learning platform  will set you up for success ...for exam day and for your financial planning career.

Need a little guidance?

Connect with our team of Designation Specialists to discuss what CFP® certification program is right for you.

Solutions for Universities

Solutions for Businesses

Original Creator of the CFP® Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans.

In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information please visit https://www.cfp.net/about-cfp-board/history.

PassProtection: Applicable to Premium Exam Prep Review product only. Terms and conditions apply. Visit https://www.kaplanfinancial.com/cfp/exam-prep-review/pass-protection for more information.