Stackable Credit Toward Future Credentials

The College for Financial Planning®—a Kaplan Company has designed many of our financial education programs to streamline your ongoing educational journey, saving you valuable time and money. 

Professional Designation Programs

See how a professional designation can be applied to our CFP® Certification Education Program or Master of Science Degree in Personal Financial Planning.

Stackable Credit Toward
CFP® Certification and Master of Science Degree in Personal Financial Planning (MS-PFP)
Professional DesignationCFP® Certification Course Credit
(7 COURSES TOTAL)
MASTER OF SCIENCE IN PERSONAL FINANCIAL PLANNING
(10 COURSES TOTAL/30 CREDITS)
AAMS®Pre-approved course substitution for FP511 General Financial Planning Principles, Professional Conduct, and Client PsychologyN/A
ADPA®N/AN/A
ABFPSMN/AFulfills 3 Elective Credits
APMA®Pre-approved course substitution for FP513 Investment PlanningFulfills 3 Elective Credits
AWMA®Pre-approved course substitution for FP513 Investment PlanningFulfills 3 Elective Credits
CRPC®Pre-approved course substitution for FP515 Retirement Savings & Income PlanningFulfills 3 Elective Credits
CRPS®N/AFulfills 3 Elective Credits
CSRIC®N/AFulfills 3 Elective Credits
FPQP®Pre-approved course substitution for FP511 General Financial Planning Principles, Professional Conduct, and Client PsychologyN/A
SE-AWMA®Pre-approved course substitution for FP513 Investment PlanningFulfills 3 Elective Credits
WMSSMPre-approved course substitution for FP511 General Financial Planning Principles, Professional Conduct, and Client PsychologyN/A

CFP® Certification Education Program

See how your CFP® certification education through the College can be applied to our Master of Science Degree in Personal Financial Planning. Successful completion of our CFP® certification education puts graduates halfway to earning a Master’s degree.

If you hold the CFP® certification and completed your required education elsewhere, you may be eligible for up to 9 credits. Contact us for more details.

CFP® Certification Education Program (7 Courses Total)Master of Science Degree in Personal Financial Planning (10 Courses Total)
FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology
(0 academic credits), or equivalent
and FP512 Risk Management, Insurance,
and Employee Benefits
(3 academic credits), or equivalent
PFPL510 Financial Planning Process
and Insurance (3 academic credits)
FP513 Investment Planning
(3 academic credits), or equivalent
PFPL520 Investment Planning
(3 academic credits)
FP514 Tax Planning
(3 academic credits), or equivalent
PFPL530 Income Tax Planning
(3 academic credits)
FP515 Retirement Savings and Income Planning
(3 academic credits), or equivalent
PFPL540 Retirement Planning and Employee Benefits
(3 academic credits)
FP516 Estate Planning
(3 academic credits), or equivalent
PFPL550 Estate Planning (3 academic credits)
FP517 Financial Plan Development
(0 academic credits), or equivalent
N/A

Master of Science Degree in Financial Analysis

If you hold a financial designation or license, or have successfully completed certain courses at the College for Financial Planning®—a Kaplan Company, you may qualify for prior learning credit toward our Master of Science in Financial Analysis (MSFA) degree program.

The Master of Science in Financial Analysis degree program is pleased to recognize certain alternative methods of learning not achieved through traditional coursework at colleges and universities.

Financial Designations
CertificationCourse Credits in MSFA CurriculumCredits Awarded
CERTIFIED FINANCIAL PLANNERTM (CFP®)FINA5153
Certified Management Accountant (CMA®)ACCT545, FINA515, & FINA5759
Certified Public Accountant (CPA)FINA515 & ACCT5456
Chartered Alternative Investment Analyst (CAIA®)FINA515 & FINA5856
Chartered Financial Analyst (CFA®)FINA515, FINA525, & FINA5759
Financial Risk Manager (FRM®)FINA515 & FINA525
6
National Association of Securities Dealers (NASD) Licensure
CertificationCourse Credits in MSFA CurriculumCredits Awarded
Series 6FINA5153
Series 7FINA5153
Series 63FINA5153
Series 65FINA5153
Courses Taken at the College for Financial Planning
ProgramCompleted CourseApproved Substitution for Course in MSFA Curriculum
Professional DesignationAPMA®FINA515 (3 credits)
CFP® Certification Professional EducationFP513FINA515 (3 credits)
Master of Science, Personal Financial PlanningPFPL520FINA515 (3 credits)
PFPL570FINA595 (3 credits)

*Note: Information is subject to change. Contact us at 800-237-9990, option 3 for details.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP®(with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.