Education Program
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.
first time pass rate by CFFP® students on the March 2026 exam (exceeding the 69% first time national pass rate)
ranked instructor-led online certificate programs for the CFP® exam*
CFP® certificants have come from the College’s program
Approximately 1/3 of all CFP® exam takers turn to our CFP Board Registered Program† among 300+ programs.
Master the coursework necessary to sit for the CFP® exam with our 7-course curriculum, taught by faculty who bring 150+ years of combined financial planning experience. Earn your Certificate in Personal Financial Planning and stackable credit toward a master’s degree, all while gaining the practical knowledge to succeed in your career. Our curriculum is aligned with CFP Board’s learning objectives and offers:
Flexibility for Working Professionals: Study on your own schedule with Live Online, OnDemand, or Self-Study formats.
Built to Help You Pass the First Time: Graduates of our CFP Board Registered Program consistently outperform the national average pass rate each exam cycle.
Personalized Learning Experience: Your core tools are supplemented by customized technology, including an Activity Feed to guide your coursework, Performance Tracker to pinpoint focus areas, and AI Tutor to provide instant support.
$8,250
$6,150
$5,565
Education Program
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 Program
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.
Education Program
Essential
Our Essential Package is for motivated self-starters who prefer to complete their education at their own pace without a class component.
Purchase any course individually or call our Designation Specialists at 877.641.3920 to order only the courses you need.
See how our program combines the guidance of expert instructors with a personalized study experience that evolves with you. You'll master the core coursework necessary to pass the CFP® exam on your first try, while simultaneously gaining the real-world skills required to thrive as a successful financial planner.
Whether you are a prospective or current student, our free resources are crafted to assist you in understanding the CFP® certification journey so that you can achieve your goal of passing the CFP® exam.
For Employers & Organizations
Flexible Learning Solutions for Financial Organizations
Kaplan creates flexible programs for financial organizations, offering live online, self-study, and blended learning options designed to support workforce development and compliance at scale.
For Universities & Institutions
Education Partnerships That Give Students a Competitive Edge
Our comprehensive programs as part of your university offerings support academic success and career readiness.Connect with our team of Designation Specialists to discuss what CFP® certification program is right for you.
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.
*Wealthmanagement.com, The 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP Exam, May 2021.
‡ CFFP Students Raise National CFP® Exam Pass Rate by 2 Percentage Points: Source: CFP Board Reports for College for Financial Planning®—a Kaplan Company, CFP® Certification Examination Statistics for the March 2023 administration (March 7-14, 2023), July 2023 administration (July 11-18, 2023), and November 2023 administration (October 31-November 7, 2023) of exams.
Approximately 1/3 (28%) of All CFP® Exam Takers: Source: CFP Board, November 2023. CFP® Certification Examination Statistics. Cumulative statistics since the first administration of the current form of the exam in March 2022.
86% Reported Increased Confidence Speaking with Clients: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 621 respondents who earned a professional designation, license, or certification; are working in a financial planning role; and answered this question.
77% Reported Greater Financial Planning Career Satisfaction: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 819 respondents who earned a professional designation, license, or certification and who answered this question.
81% Reported an Increase in Client Base: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning® between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 546 respondents who earned a professional designation, license, or certification; worked in a financial planning role both the year before and the year after receiving their last professional designation, license, or certification; and answered this question.
21% Earnings Increase: Earnings increases are dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any earnings increase resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning® between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. This earnings increase was based on 587 respondents who were employed in a financial planning role both the year before and the year after receiving their most recent professional designation.
72% Pass Rate: Source: CFP Board Report for College for Financial Planning, CFP®️ Certification Examination Statistics for the March 2026 administration of exam (March 17–24, 2026). CFP®️ Certification Professional Education Program—Structured-Pace; CFP®️ Certification Professional Education Program—Self-Paced; Master of Science in Personal Financial Planning.
Testimonial: This testimonial was obtained for the College for Financial Planning®—a Kaplan company. The views and opinions expressed are those of the individual; student experiences may vary.
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