CFP® Certification Education Program

Marvin Etienne


"The teachers are all industry professionals who draw on their real-life experiences to make the information come to life. The courses are well worth it!" - Marvin Etienne, CFP® graduate




CFP® Certification Education Program at CPCC

Seven courses (below) make up the CFP® Certification Education Program at CPCC with groupings offered in a recurring cycle to help you reach your goal. Click on the course titles for details, including course outlines.

Fundamentals of Financial Planning
Insurance Planning
Investment Planning
Income Tax Planning
Retirement Planning
Estate Planning
Financial Plan Development

Take the next step:

For detailed information, contact Robbie Thompson at 704.330.4673 or

Top three reasons to choose CPCC for your CFP® Certification:

    1. interactive, face-to-face learning from practicing industry professionals working in the country's leading financial institutions.
    2. Top-level instruction at community college prices. CPCC is one of only two community colleges in the United States to offer a CFP® Education program.
    3. Complete your instruction in just over a year in the seven courses offered on a recurring cycle.


    Learn More About the CFP® Certification Education Program 
    For more information about the CFP® Certification Education program, watch the video below or watch on YouTube.



    Scholarships may be available. Contact the James R. Worrell, Sr. Financial Services Institute by email or call 704.330.4673.


    Certification Planning

    Set yourself apart with the certification that clients recognize, respect and demand. The Certified Financial Planner Board of Standards, Inc. awards the CFP® Certified Financial Planner and CFP® marks to individuals that meet the 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


    Download the CFP program brochure.

    Brochure Kylan