Financial Planning Certificate Program

Accelerated Path Program

CFP LogoCFP Board has approved specific academic degrees and professional credentials as fulfilling most of the education coursework requirement for CFP® certification. If you have one of these degrees, you can apply for the CFP® Exam after you have completed the Capstone Course in Financial Planning.

*The CFP board has renamed the Challenge Status to Accelerated Path. Eligibility requirements have not changed.

  • Ph.D. in business or economics
  • Doctor of Business Administration
  • Licensed attorney
  • Licensed Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA®)
  • CFP® certification from the Financial Planning Standards Board Ltd. (FPSB) Affiliate located in your territory of residence outside the U.S.

Your degree must be from a regionally-accredited U.S. college or university. See the official CFP Board website for details.

Enroll in the online Capstone Course in Financial Planning as an accelerated path candidate, and gain access to the materials you need to complete the course at your own pace with convenient packages that offer significant savings for the pragmatic candidate:

Capstone Course in Financial Planning: $995


Essentials Package: $1,995


Request Information

To learn more, contact an Enrollment Advisor at 617-502-8822 or complete the form below.

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