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Professional Designations

Developed for every stage of your career, professional designations from College for Financial Planning®—a Kaplan Company equip you with the expertise to tackle complex financial issues, empower you to recommend solution-based strategies, strengthen your knowledge, and increase your confidence with clients. 

As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Our professional designations not only empower advisors for their current career stages but enable you to earn credit toward your next credential. Graduates of certain designation programs can earn credit toward the College's:

  • CFP® certification education program or
  • Master of Science Degree in Personal Financial Planning

Plus, completion of certain professional designations programs can also help you fulfill continuing education (CE) requirements:

  • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
  • If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.

 

Career Entry Designations

Earn any of these professional designations to begin your financial planning career with confidence. 

Early Career Designations

Professional designations to build a foundation of credibility and expertise in the financial planning industry.

Mid-Career Designations

Use these professional designations to solidify your financial planning expertise and stay sharp in an ever-changing industry.

Stackable Credit
Toward Future Credentials

Streamline cost and time to earn industry-recognized credentials with stackable credit across professional designations, CFP® certification education and a Master of Science degree in Personal Financial Planning.

Class Schedules for Professional Designation Programs

Begin a professional designation program at any time with OnDemand classes.  If you prefer instructor-led Live Online classes, classes start at certain times of the year.

Find a Financial Advisor

Search for advisors with our professional designations in your area.