Due to higher than normal call volumes you may experience longer wait times when contacting us and we appreciate your patience. View the best times to call and other ways to contact us.

CFP® Certification Frequently Asked Questions

If you’re considering enrolling in our CFP® certification or exam prep programs, here you’ll find answers to frequently asked questions. You can also contact us to get your questions answered. 

If you’re a student who is currently enrolled in one of our programs and have a question not answered in our FAQ, visit our academic policies page.  


CFP® Certification Education

The CFP® certification education program, a graduate-level certificate program, is registered with CFP Board and satisfies the education requirement for students seeking to obtain the CFP® certification. Please visit CFP Board’s website to view certification requirements.

CFP® Exam Prep Review

Our CFP® exam prep review packages prepare those looking to sit for an upcoming CFP® exam so that they perform their best on exam day.

CFP Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification. Visit our requirements page to learn more about these requirements.

Need a Little Guidance?

Connect with our seasoned team of Designation Specialists to see what CFP® Certification Program is right for you.



CFP® Certification Programs for Your Career Path

View Program Options