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Professional Education Center

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Professional Designations

Certified Financial Planner (CFP)

Sponsored by:
College for Financial Planning

About | Career Options | Benefits
FAQs | Board of Standards

The College for Financial Planning^® offers a variety of programs to serve every stage of your career. The programs range from comprehensive financial planning to the most crucial specialty areas in the financial services industry.

This Career Guide Chart will help you determine which of the education programs is right for you.

The Career Guide Chart is easy to use. First, determine your current level of experience. Then set your career goals, and find the career solution or program that fits your needs. Finally, discover the benefits of the program.

Your enrollment representative can provide you with more detailed information about our programs and can guide you along your most productive career path.

Call for more information (800) 237-9990

My Experience My Goals My Solution The Benefits

I have experience in the financial services industry and have a bachelor's degree. I want an advanced degree with an emphasis in financial planning and the option of earning my Certified Financial Planner^® designation. The Master of Science Degree Program Superior technical skills. Recognition and credibility. Distinguish yourself with specialized education.

I have experience in financial services, or I am about to change my career direction. I want to gain in-depth knowledge in financial planning and earn my CFP^® designation The Certified Financial Planner^® or CFP^® Professional Education Program Apply course work immediately to client situations. Develop special expertise in all aspects of the financial planning process. Fulfill the education requirements for the CFP license.

I am new to the financial services industry. I am working at a bank, insurance-company, investment house, or a financial planning firm. I am considering a career in financial services but have little or no experience. I want some basic knowledge about the financial planning industry. I want to earn the Financial Paraplanner^® Program certificate. Foundations in Financial Planning^SM Understand the financial planning process. Gain experience in applying concepts to client situations. Strengthen your credibility.

I am an investment professional. I want to give clients comprehensive investment advice. I want to make recommendations based on a long-term approach. I want a recognized designation. Accredited Asset Management^SM or AAMS^® Professional Education Program Increase productivity, confidence, and professionalism. Enhance credibility and develop long-term relationships with clients. Time-efficient advanced training.

I am an investment professional. I want comprehensive knowledge of mutual funds. I want to give clients mutual funds advice. I want a recognized designation. Chartered Mutual Fund Counselor^SM or CMFC^® Professional Education Program Learn how mutual funds fit into a client's total financial picture. Enhance credibility with the only industry-recognized designation. Apply knowledge immediately to your business.

I am a financial advisor. I want to provide retirement planning advice to clients. I want to meet the demand for knowledgeable advisors. I want a recognized designation. Chartered Retirement Planning Counselor^SM or CRPC^SM Education Program Expand your practice through specialization. Gain credibility and practical knowledge. Competitive advantage.

I am a financial advisor. I want to design and administer retirement plans for business clients. I want a recognized designation. Chartered Retirement Plans Specialist^SM or CRPS^SM Education Program Strengthen your technical skills in a growing practice area. Keep pace with a new and evolving niche. Meet the challenging needs of your clients.

I already have a designation or certification. I am a financial advisor. I need CE/CPE hours. I need to develop new skills quickly. I need timely specialized financial planning knowledge. Continuing Education Courses Expand your financial planning knowledge. Gain new technology skills. Easy access via Internet or paper-based format. Stay ahead of your competition.