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Wealth Management Policies & Procedures


When you enroll in the College for Financial Planning®—a Kaplan Company's programs or courses you expressly agree to comply with the operational policies and procedures stated or referenced herein, and with any changes adopted during your term of enrollment. You are expected to notify the College promptly of changes in your address, email, employer, or telephone number.

The College reserves the right to change or amend policies and procedures, testing administration, graduation requirements, course content and materials, and tuition and other fees, as well as cancel a course, without advance notice. Through its academic disciplinary process the College maintains the right to suspend or dismiss any individual who does not comply with its policies and procedures.

CFP® Certification Education

The CFP® Certification Professional 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.

Professional Designation Programs

The College's Professional Designation Programs include: Accredited Asset Management SpecialistSM (AAMS®), Accredited Portfolio Management AdvisorSM (APMA®), Accredited Wealth Management AdvisorSM (AWMA®), Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®), Wealth Management AdvisorSM (WMSSM), and the Foundations in Financial PlanningSM Program leading to the FPQPTM designation.

Continuing Education

Details of the College for Financial Planning Continuing Education Policies and procedures.

State Insurance CE Information

The College for Financial Planning is a registered State Insurance Continuing Education (CE) Sponsor in all states that require sponsor registration. Only select courses are registered with the state insurance departments. All courses are registered as self-study credit unless otherwise noted.

The Life Underwriter Training Council FellowSM (LUTCF®)

The College's Life Underwriter Training Council FellowSM (LUTCF®) Program is offered in partnership with the National Association of Insurance and Financial Advisors (NAIFA).