CFP® Certification Education Program

The need for objective financial advice, combined with the rigorous standards demanded of CFP certificants, has placed CFP® Certification at the forefront of the financial planning profession.

The Certified Financial Planner Board of Standards, Inc. awards the CFP® Certified Financial Planner and CFP (with flame logo) marks to individuals that meet initial and ongoing certification requirements:



  • Satisfy education requirements
  • Meet three to five years of work experience in a financial planning field
  • Pass the CFP® Certification Examination
  • Comply with the CFP Board's Code of Ethics and Professional Responsibility
  • Meet continuing education and re-certification requirements


Plan to attend a FREE information session Thursday, April 24, 6 - 7 p.m.
CPCC's Harris Campus (near the airport)
Call 704.330.4681 to register or for more information.


To learn more about the CFP® credential watch our CPCC TV Spotlight episode.

The CFP® Certification Education Program has the following seven courses which may be taken over 11 months:

Fundamentals of Financial Planning (summer)
Insurance Planning (summer)
Investment Planning (fall)
IncomeTax Planning (fall)
Retirement Planning (spring)
Estate Planning (spring)
Financial Plan Development Course (spring)

Scholarship opportunities may be available. For additional information, download our CFP Brochure or visit the CFP Board of Standards, Inc.