For nearly 80 years, we have offered premier financial education to students and professionals looking to add to their skillset and advance their careers. In 1972, we created the country's first financial planning credential, the CFP® certification. Today, we remain at the forefront of financial planning education by responding to the needs of the industry with professional designation programs and graduate degree programs designed to prepare professionals to create better outcomes for their clients.
We'll prepare you to become a CERTIFIED FINANCIAL PLANNER™, expand your expertise through one of our professional designations, or help you earn a Master of Science Degree in Personal Financial Planning.
CFP® Certification Program
We offer proven and flexible education programs to fit your lifestyle and career path, as well as an industry-leading review course and CFP Board-approved ethics and continuing education.
Developed for every stage of your financial career, these industry-benchmark credentials help you stand out among other financial advisors.
Our online program is tailored for financial planners who are ready to expand their knowledge beyond typical licensing credentials. Already a CFP® professional? You may qualify for up to 15 hours of transfer credit.
Partner Your Organization
Elevate your entire enterprise by incorporating wealth management education into your training program.
Partner Your University
Have questions about one of our programs or courses? Contact us today.