CFP® Certification Education & Exam Prep Programs

Pursue the CERTIFIED FINANCIAL PLANNER™ Certification Online with Top-Ranked Wake Forest

Earn the Standard of Excellence in Personal Financial Planning

Earning the CERTIFIED FINANCIAL PLANNER™ certification is one of the most important steps you can take to accelerate your financial planning career and serve clients. Wake Forest can help you get there. Our Certificate in Personal Financial Planning program, powered by the College for Financial Planning®—a Kaplan Company, enables you to complete the education requirement necessary to sit for the national CFP® exam and gain the practical knowledge to excel as a CFP® professional.

Choose Your CFP® Certification Education or Exam Prep Package and Payment Option

The combination of a streamlined curriculum aligned with the specific learning objectives defined by CFP Board, expert faculty, and an innovative learning platform helps you earn your Certificate in Personal Financial Planning.

Exam Prep Review is included in the Premium Package. If you choose the EssentialPlus Package, you can enroll in Exam Prep Review separately.

Need a little guidance? Call 877-446-9032 if you have questions as you enroll.

Premium Package: Certificate in Personal Financial Planning

Complete a 1-year structured-pace program with Live Online classes and sit for the national CFP® exam in just 1 year. You’ll receive eBooks for your course materials.

Format: Seven Live Online education courses plus Exam Prep Review (choice of Live Online or OnDemand review classes in shopping cart once you select this package)

Program Length: 1-year program

Upcoming Start Dates: March 1, 2022

Tuition:

  • Pay Upfront: $7,199 or
  • Pay Course by Course: $7,641

(Tuition includes education program and Exam Prep Review)

Choose your payment option to enroll:

Pay Upfront

Pay Course-by-Course
Important note about course by course packages: While your subtotal will reflect the total price for the package during checkout, your credit card will only be charged for the first course. (Each future course in the 7-course curriculum will be charged once you complete the course before it.)

EssentialPlus Package: Certificate in Personal Financial Planning

Through a self-paced program of OnDemand classes, you can complete your education on your own schedule and sit for the national CFP® exam when it’s convenient for you. You’ll receive eBooks for your course materials.

Format: Seven OnDemand education courses

Program Length: Flexible; take up to 90 days to complete each course; you must complete the program within 2 years of making your purchase

Upcoming Start Dates: Start anytime

Tuition:

  • Pay Upfront: $5,151 or
  • Pay Course by Course: $5,593

(Tuition includes education program only; optional Exam Prep Review available separately for $1,348)

Choose your payment option to enroll:

Pay Upfront

Pay Course-by-Course
Important note about course by course packages: While your subtotal will reflect the total price for the package during checkout, your credit card will only be charged for the first course. (Each future course in the 7-course curriculum will be charged once you complete the course before it.)

CFP® Exam Prep Review

Note: If you enroll in the Premium Package, Exam Prep Review is included.

Our CFP® Exam Prep Review aligns your test-taking skills with the objective of the exam—demonstrating the knowledge and competency needed for comprehensive financial planning.

Exam Prep Review includes:

Review Classes: Choice of Live Online, OnDemand or available Onsite classes in the shopping cart once selected.

Materials and Study Tools: Review books, prestudy assessment, webinars, videos, QBank, mock exam, and more

Learning Platform: Features an activity feed, performance tracker, and instructor email access

PassProtection™: If you don’t pass the CFP® exam after taking a Premium Exam Prep Review class, you'll receive a completely free Premium Review package within a 1-year time frame

Tuition: $1,348

Exam Prep Review for March 2022 Exam

Online CFP® Certification Education and Exam Prep Review

CFP® Certification (Certificate in Personal Financial Planning)

Wake Forest’s Certificate in Personal Financial Planning program helps you satisfy the coursework required for you to sit for the national CFP® exam and earn the CERTIFIED FINANCIAL PLANNER™ certification, conferred by CFP Board. With our seven-course CFP® certification education program, you’ll master the eight principal knowledge topic categories assessed on the exam and be able to apply the financial planning knowledge you gain toward serving your clients’ best interests.

Topic categories include:

  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning

We offer the following CFP® certification education packages:

  • Premium Package: Structured pace 1-year program (9 months of Live Online education classes and 3 months of CFP® Exam Prep Review). Class cohorts start every March, July, and November, enabling students to sit for the exam in 1 year.
  • EssentialPlus Package: Self-paced program consisting of OnDemand education classes. Start the program at any time and complete your education at your own pace. CFP® Exam Prep Review is available separately.

View the chart below to compare study packages.

CFP® Exam Prep Review

CFP® Exam Prep Review aligns your test-taking skills with the objective of the exam—demonstrating the knowledge and competency needed for comprehensive financial planning.

Exam Prep Review is included in the Premium Package. If you choose the EssentialPlus Package, you can enroll in Exam Prep Review separately.

Program Tuition

Live Online Education Classes and Exam Prep Review

  • Pay Upfront: $7,199 or
  • Pay Course by Course: $7,641

OnDemand Education Classes

  • Pay Upfront: $5,151 or
  • Pay Course by Course: $5,593

(Exam Prep Review available separately for $1,348)

CFP® Certification Education Class Starts

Live Online Classes: Cohorts start every March, July, November

Next cohort starts: March 1, 2022

OnDemand Classes: Start anytime

Need a little guidance?

Call 877-446-9032 if you have questions as you enroll.

Compare Available CFP® Certification Packages

Premium Package

  • Designed for: Individuals who prefer a structured schedule of instructor-led Live Online classes for their education, followed by an Exam Prep Review
  • Program Length: 1-year program
  • Start Dates: Class cohorts start March, July, November
  • Education Courses: Seven courses (Live Online)
  • Course Materials: eBooks
  • Exam Prep Review: Included (choice of Live Online or OnDemand review classes)
  • Tuition:
    • Pay Upfront: $7,199 or
    • Pay Course by Course: $7,641

EssentialPlus Package

    • Designed for: Individuals who prefer to complete their education at their own pace but still learn from an expert instructor
    • Program Length: Flexible. Take up to 90 days to complete each course. If you pay upfront for the seven-course program, you must complete all seven courses within 2 years of making your purchase.
    • Start Dates: Start anytime
    • Education Courses: Seven courses (OnDemand)
    • Course Materials: eBooks
    • Exam Prep Review: Available separately
    • Tuition:
      • Pay Upfront: $5,151 or
      • Pay Course by Course: $5,593

    (Exam Prep Review available separately for $1,348)

Curriculum

Total number of courses: 7

Start Dates:

Live Online Program
3 Times a Year
OnDemand Program
Start Anytime

Learning Format:

100% Online

Program Length:

1–2 Years

Accelerate Your Career with CFP® Certification

Choose your package and enroll today.

NOTES AND CONDITIONS - PLEASE READ

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wake Forest University and the College for Financial Planning®—a Kaplan Company do not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) logo certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.