Educator Resources
This section provides CFP® education providers, and prospective education providers, with information regarding becoming an FPSC-approved education provider. It also provides information on events specifically for educators, such as the annual FPSC Educator Conference.
Education is a fundamental requirement for achieving CFP certification. Candidates for CFP certification must successfully complete a set of FPSC-approved courses in order to be granted eligibility to write the examinations leading to CFP certification.
The qualifying education requirement consists of two distinct components:
- A series of FPSC-approved Core Curriculum courses (“program”); and,
- An FPSC-approved Capstone Course (required for candidates as of July 2010).
Each education requirement is distinct and separate from the other and subject to a different set of guidelines and approval process. An education provider may choose to offer one or both of the education components. Each education component will be integral to eligibility for the examinations leading to CFP certification. A full explanation of the CFP certification program is outlined in the CFP Certification section of this website.
Follow these links for a complete guide to applying to become:
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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