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

Seven courses (below) make up the CFP® 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 (CFE 8001)
Insurance Planning (CFE 8002)
Investment Planning (CFE 8003)
Income Tax Planning (CFE 8004)
Retirement Planning (CFE 8005)
Estate Planning (CFE 8006)
Financial Plan Development (CFE 8007)

Learn more ...

Watch our CPCC TV Spotlight.
Download our  CFP brochure (.pdf).
Read about one student's success: Profile of Kylan Lamont.


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