Financial Planning Certificate Program

Challenge Status 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.

  • 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 a challenge 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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