CFP® Certification Education Program

Advance your career 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


CFP® Certification Education Program

Fundamentals of Financial Planning (CFE 8001)
Insurance Planning (CFE 8002)
Investment Planning (CFE 8003)
IncomeTax Planning (CFE 8004)
Retirement Planning (CFE 8005)
Estate Planning (CFE 8006)
Financial Plan Development (CFE 8007)

These seven courses make up CPCC's cycle. Learn more about the CFP® credential in our CPCC TV Spotlight episode, the  CPCC CFP Brochure or contact the CFP Board of Standards, Inc.

Scholarships may be available. Contact the James R. Worrell Sr. Financial Services Institute by email or call 704.330.4685.

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