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.