Certified Financial Planner - Capstone

Your CFP® Certification May Be Closer Than You Think

Our Capstone Course consists of both online, self-paced study and live online instruction — it's presented in two phases.

If you have one of the following credentials, you are automatically eligible to sit for your CFP^® exam once you complete this course*:

• • Ph.D. in business or economics
  • Doctor of Business Administration
  • Licensed Attorney – inactive license acceptable
  • Licensed Certified Public Accountant (CPA) – inactive license acceptable
  • Chartered Financial Consultant (ChFC)
  • Chartered Financial 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.

*The deadline to complete this CFP Board approved Capstone Course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.