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Wealth Management Education Resources

Access information about the College for Financial Planning®—a Kaplan Company scholarships, programs, requirements, and structure.

Accreditation

College for Financial Planning®—A Kaplan Company is a regionally accredited institution of higher learning. Click to learn more about our accreditation with the Higher Learning Commission. 

See Our Accreditations

Meet Our Wealth Management Faculty

We have assembled the most effective, well-respected, and talented team of instructors and subject matter experts to provide you with our industry-leading wealth management instruction.

Meet Our Faculty

Our History in Financial Planning

From the inception of the CFP® Certification in 1972 to today, and every milestone in between, review our historical impact on an ever-evolving industry.

Our History

Regulatory Resources

Institutional Research and Effectiveness

Board of Directors

Scholarships

Department Contacts

Enrollment Department
If you would like to enroll in a course or need further information about our programs.

enroll@cffp.edu
1-800-237-9990 x 3

Student Services Center
If you need support for testing and continuing education.

cffpssc@cffp.edu
1-800-237-9990 x 2

Corporate Education Inquiries
Brett Sanborn, National Director of Corporate Sales

brett.sanborn@cffp.edu
303-220-4951

Academic Counselor for Graduate Students
AcademicCounselor@cffp.edu

Registrar’s Office
registrar@cffp.edu

Contacts For External Agencies

You have the right to file a complaint with an external agency, if you have exhausted all other opportunities for resolution with the College. Colorado Department of Higher Education information on the complaint policy and procedure may be found online at Colorado Department of Higher Ed. The Higher Learning Commission instructions for submitting a complaint regarding the College's ability to meet the criteria of institutional accreditation may be found online at Higher Learning Commission.

California Student Tuition Recovery Fund

 

The State of California established the Student Tuition Recovery Fund (STRF) to relieve or mitigate economic loss suffered by a student in an educational program at a qualifying institution, who is or was a California resident while enrolled, or was enrolled in a residency program, if the student enrolled in the institution, prepaid tuition, and suffered an economic loss. Unless relieved of the obligation to do so, you must pay the state-imposed assessment for the STRF, or it must be paid on your behalf, if you are a student in an educational program, who is a California resident, or are enrolled in a residency program, and prepay all or part of your tuition.

You are not eligible for protection from the STRF and you are not required to pay the STRF assessment, if you are not a California resident, or are not enrolled in a residency program.

It is important that you keep copies of your enrollment agreement, financial aid documents, receipts, or any other information that documents the amount paid to the school. Questions regarding the STRF may be directed to the Bureau for Private Postsecondary Education, 1747 North Market Blvd., Suite 225, Sacramento, CA 95834, (916) 574-8900 or (888) 370-7589.

To be eligible for STRF, you must be a California resident or are enrolled in a residency program, prepaid tuition, paid or deemed to have paid the STRF assessment, and suffered an economic loss as a result of any of the following:
1. The institution, a location of the institution, or an educational program offered by the institution was closed or discontinued, and you did not choose to participate in a teach-out plan approved by the Bureau or did not complete a chosen teach-out plan approved by the Bureau.
2. You were enrolled at an institution or a location of the institution within the 120 day period before the closure of the institution or location of the institution, or were enrolled in an educational program within the 120 day period before the program was discontinued.
3. You were enrolled at an institution or a location of the institution more than 120 days before the closure of the institution or location of the institution, in an educational program offered by the institution as to which the Bureau determined there was a significant decline in the quality or value of the program more than 120 days before closure.
4. The institution has been ordered to pay a refund by the Bureau but has failed to do so.
5. The institution has failed to pay or reimburse loan proceeds under a federal student loan program as required by law, or has failed to pay or reimburse proceeds received by the institution in excess of tuition and other costs.
6. You have been awarded restitution, a refund, or other monetary award by an arbitrator or court, based on a violation of this chapter by an institution or representative of an institution, but have been unable to collect the award from the institution.

7. You sought legal counsel that resulted in the cancellation of one or more of your student loans and have an invoice for services rendered and evidence of the cancellation of the student loan or loans.

To qualify for STRF reimbursement, the application must be received within four (4) years from the date of the action or event that made the student eligible for recovery from STRF. A student whose loan is revived by a loan holder or debt collector after a period of noncollection may, at any time, file a written application for recovery from STRF for the debt that would have otherwise been eligible for recovery. If it has been more than four (4) years since the action or event that made the student eligible, the student must have filed a written application for recovery within the original four
(4) year period, unless the period has been extended by another act of law. However, no claim can be paid to any student without a social security number or a taxpayer identification number.

 

Digital Designation Badges

As we move into the digital age the way in which we evaluate a person’s professional credentials is rapidly evolving. We look to their social media profiles and web presence to enhance and verify the legitimacy of the credentials held by a potential advisor, counselor, or agent. The College for Financial Planning offers a digital badge to all professional designation-holding graduates that allows potential employers, clients, or partners to verify the credential and be well-informed about the value of the credential and what it certifies.

The digital badges are stored by Credly, an independent third party, that provides digital badges of many other reputable organizations, and can be accessed by visiting their website. Credly offers the third-party verification that employers, clients, or partners can rely on to ensure the credential is a valid achievement.  

Graduates of the College's designation programs will receive an invitation to accept their digital badge and access the sharing features it offers. The badges can then be easily shared on many of the major social media platforms, through email, on a website, or in digital documents. The digital badge will provide a link to the Credly platform which allows the visitor to access information about the program and give them the opportunity to easily verify the credential.

Graduates can still utilize the traditional means of marketing their credentials on business cards, resumes, and printed materials. The digital badge adds yet another set of tools for graduates to use to promote their achievements at the College for Financial Planning and inspire confidence and security in their clients and colleagues.

If you are a graduate of the College for Financial Planning and would like to claim your digital badge, sign in to your student account. From your designations page, click the "Get Digital Badge" link to begin the process.

Click here to claim your digital badge from your student account.

 

Standards of Conduct

Individuals credentialed by the College for Financial Planning are required to adhere to Standards of Professional Conduct. As such, you can expect the following five tenets of professional conduct to be displayed when working with a designee:
 
  1. You can expect the designee to display integrity. Designees have agreed to provide professional services with integrity, honor, fairness, and dignity and to maintain your trust and confidence.
  2. You can expect the designee to provide objective advice. You can expect the advice and services you are provided to be objective and impartial and the result of a thorough analysis of your goals, resources and current situation.
  3. You can expect the designee to be competent. Designees complete a rigorous education and examination process before being conferred the designation. Designees agree to maintain an adequate level of knowledge and skill and effectively apply that knowledge while recognizing its limitations. Completing continuing education every two years is required as part of the ongoing designation renewal requirements.
  4. You can expect your privacy to be protected. Designees have agreed to keep client information confidential, disclosing only when authorized by you or compelled by law.
  5. You can expect the designee to display professionalism. Designees must comply with all state and federal laws and regulations as required and applicable as determined by the services they provide.

Individuals authorized to use one of the College for Financial Planning's professional designations are subject to a disciplinary process. Complaints against a designee may be filed by a designee's client, employer, or any other individual with whom the designee has established a formal business engagement for purposes of providing asset management, retirement planning, or financial planning services to that individual.

The College for Financial Planning investigates all complaints and its Ethical Conduct Committee determines whether allegations are justified and whether the conduct warrants disciplinary action.

Individuals found to have violated the Standards of Professional Conduct may be subject to public discipline. Please click here to view a list of individuals who have had a public discipline imposed by the College for Financial Planning's Ethical Conduct Committee.

Military Benefits

The College for Financial Planning has earned the designation of Military Friendly School for the 2021-2022 cycle

The College for Financial Planning is committed to assisting military students, family members, and DOD civilians in pursuing their education goals in the financial services industry. This could include earning one of the College’s professional designations, preparing for CFP Board’s educational requirements, or earning a graduate degree.

Here are a few reasons why you should choose the College for Financial Planning as your financial services education provider:

  1. Since 1972, the College has been the preeminent provider of financial planning education. Our CFP® Certification Professional Education Program is the industry’s gold standard.
  2. The College has eight financial services designations that range from entry-level education (Foundations in Financial Planning) to higher-level investment and retirement courses.
  3. The College’s graduate degrees offer two areas of study: the MS in Personal Financial Planning and the MS in Finance.
  4. The College provides different mediums for education delivery. The CFP® Certification Professional Education Program and most of the College’s designations are offered either self-study or through an online synchronous platform. The Graduate Degree Program is offered through an online asynchronous platform.
  5. We accept VA Benefits.
  6. We offer reduced tuition for military members and spouses.

You may be pursuing your educational goals in the financial services industry for various reasons. You may be transferring from the military to civilian life and need a strong foundation in a field that continues to grow. You may want to add to the general knowledge you have in a field. As a military spouse, you may want to enter a career that is transportable. For DOD civilians, you may desire to learn more about an area in which you currently work. The College can work with you to achieve your specific educational goals.

GI Bill® Chapter Benefits:

The College for Financial Planning values those who have served our country in uniform. We understand that many veterans want to start a new career and financial planning (a subset of financial services) is a career opportunity that can be started at any age.

The College provides several avenues to assist veterans in attaining their financial services education goals.

  • The College provides courses of study that have been approved for the GI Bill®
  • The College accepts GI Bill® benefits

Chapter 33 – Post 9/11 GI Bill®

Chapter 30 – Montgomery GI Bill®

Chapter 31 – Vocational Rehabilitation Program (VR&E)

Chapter 32 – Vietnam Educational Assistance Program (VEAP)

Chapter 35 – Survivors’ and Dependents’ Educational Assistance Program (DEA)

Chapter 1606 – Montgomery GI Bill® – Select Reserve (MGBILL-SR)

GI Bill® is a registered trademark of the U.S. Department of Veterans Affairs (VA). More information about education benefits offered by VA is available at the official U.S. government Web site at GI Bill - VA Benefits.

Financial Advisor Free Content 

Comprehensive quick-reference guide of annual limits related to financial planning, compiled by the faculty of the College for Financial Planning® — A Kaplan Company.

Download the Annual Limits Here

Our survey provides a succinct look at financial practitioners through the eyes of CFP Professionals and our Wealth Management graduates. This includes:

  • Demographic information such as age, gender, education, experience, assets under management, etc.
  • Earnings information and satisfaction with both their education and practice
  • Feedback on clients’ concerns, knowledge, and even how they foresee their own retirement

Download the 2016 Survey

Our 2020 report has been released!

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