Registration and Tuition

Registration Considerations

While an undergraduate degree is not required, we recommend having a bachelor’s degree or significant related work experience.

Registration Process

You have the flexibility to register for the full Financial Planning Certificate or take each course one at a time.

• Full Financial Planning Certificate: Ideal for those who want to progress at a steady pace and save on tuition.
• Individual Courses: Best for those who prefer to pay as they go and spread out their coursework.
• Capstone Course (Accelerated Path): For professionals who already meet most of the CFP Board’s educational requirements but need the Capstone course to qualify for the CFP® exam. See the list of accepted degrees and certifications for the Accelerated Path.

The courses must be completed in a sequential order, starting with Introduction to Financial Planning and culminating with the Capstone course.

Once you register, you can begin within seven days. Certificate participants can access course content for twenty-one months, while single course participants have access to their course for three months.

Follow these steps to enroll in the Financial Planning Certificate Program:

1. Complete the Registration Interest form
   Visit our registration page and fill out your personal and contact information. After submission, you’ll receive a confirmation email with further details about next steps.
2. Select the certificate or individual course
3. Create a MyCPE account
4. Submit your payment
   After submitting your registration form, you’ll be prompted to pay for your course online. We offer several payment options, including interest-free installment plans.
5. Access Your Course Materials
   Within seven days of successful registration and payment, you’ll receive access to the course materials and platform. This includes 24/7 access to lessons, assignments, and instructor feedback.

Tuition and Fees

• Financial Planning Certificate: $4,395
  Duration: Self-paced, twenty-one months of access
  Best fit for this program: Anyone who wants to progress at a steady pace and save on tuition
• Individual Courses (6): $695 per course ($995 for Capstone Course)
  Duration: Three months of access per course
  Best fit for this program: Those who prefer to pay as they go and spread out their coursework.
• Accelerated Path (Capstone Course Only): $995
  Duration: Three months of access
  Best fit for this program: Already meets most of the CFP Board’s educational requirements and only needs the Capstone course to qualify for the CFP® exam. See the list of accepted degrees and certifications for the Accelerated Path.

The seven textbooks and financial calculator are not included in tuition and have to be purchased separately. The required materials are listed on our Course Books and Materials page.

Payment Options

We offer several affordable ways to finance your education.

Scholarship Opportunities

The merit-based Robert J. Glovsky Scholarship Fund awards up to $2,000 to selected Financial Planning program students, with a preference for those working with traditionally underserved populations.

We will reopen the call for applications in summer 2025. Additional scholarships can be found on the CFP Board website.