Path to CFP® Certification: Choosing a Financial Planning Education Program

The first step to CERTIFIED FINANCIAL PLANNER™ certification is to acquire the knowledge required to deliver professional, competent and ethical financial planning services to clients, as outlined in CFP Board’s education requirement. CFP Board’s CEO, Kevin R. Keller, CAE, reviews options for finding the CFP Board-registered college-level personal financial planning education program that is right for you.

For more information about the education requirement for CFP® certification, visit

Get started on your path to CFP® certification at