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Wealth Management Stackable Credit

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.

STACKABLE CREDIT TOWARD CFP® CERTIFICATION OR MASTER OF SCIENCE DEGREE

PROFESSIONAL DESIGNATION

CFP® CERTIFICATION EDUCATION PROGRAM

MS IN PERSONAL FINANCIAL PLANNING

MS IN FINANCIAL ANALYSIS

AAMS®

Articulated credit for FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology

N/A

N/A

ABFP®

N/A

Fulfills 3 Elective Credits

N/A

ADPA®

N/A

N/A

N/A

APMA®

Articulated credit for FP513 Investment Planning

Fulfills 3 Elective Credits

Fulfills 3 Core Credits (FINA515 The Financial System, Markets, and Instruments)

AWMA®

Articulated credit for FP513 Investment Planning

Fulfills 3 Elective Credits

Fulfills 3 Core Credits (FINA515 The Financial System, Markets, and Instruments)

CRPC®

Articulated credit for FP515 Retirement Savings & Income Planning

Fulfills 3 Elective Credits

N/A

CRPS®

N/A

Fulfills 3 Elective Credits

N/A

CSRIC® *

N/A

Fulfills 3 Elective Credits

N/A

FPQP®

Articulated credit for FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology

N/A

N/A

SE-AWMA®

Articulated credit for FP513 Investment Planning

Fulfills 3 Elective Credits

Fulfills 3 Core Credits (FINA515 The Financial System, Markets, and Instruments)

WMS℠

Articulated credit for FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology

N/A

N/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.

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

The College for Financial Planning is pleased to recognize certain alternative methods of learning not achieved through traditional coursework at colleges and universities toward credit in its Master of Science in Financial Analysis (MSFA). Students accepted into the MSFA program may apply a maximum of nine (9) credits earned via alternative education toward the MSFA graduation requirements. Refer to the tables below for more information.*

FINANCIAL DESIGNATIONS

CERTIFIED FINANCIAL PLANNER™ (CFP®)

FINA515

3

Certified Management Accountant (CMA®)

ACCT545, FINA515, & FINA575

9

Certified Public Accountant (CPA)

FINA515 & ACCT545

6

Chartered Alternative Investment Analyst (CAIA®)

FINA515 & FINA585

6

Chartered Financial Analyst (CFA®)

FINA515, FINA525, & FINA575

9

Financial Risk Manager (FRM®)

FINA515 & FINA525

6

NATIONAL ASSOCIATION OF SECURITIES DEALERS (NASD) LICENSURE

Series 6

FINA515

3

Series 7

FINA515

3

Series 63

FINA515

3

Series 65

FINA515

3

COURSES TAKEN AT COLLEGE FOR FINANCIAL PLANNING®

Professional Designation

APMA®

FINA515 (3 credits)

CFP® Certification Professional Education

FP513

FINA515 (3 credits)

Master of Science, Personal Financial Planning

PFPL520

FINA515 (3 credits)

Master of Science, Personal Financial Planning

PFPL570

FINA595 (3 credits)

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

Explore Financial Education Programs

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.