Financial Planning Programs
Credential Documentation
Qualifying for Accelerated Certificate in Financial Planning requires having one of the approved credentials below:
| Credential | Required Documentation |
|---|---|
| CPA | Copy of your CPA license (must not be expired) |
| CFA® | Copy of your CFA® certificate |
| CLU and ChFC | Copy of the CLU or ChFC certificate |
| Licensed Attorney | Copy of your license (must not be expired) |
| Ph.D. in Financial Planning, Finance, Business Administration, or Economics | Official transcript from a regionally-accredited college or university showing conferral of doctoral degree |
| International CFP Certification | Written documentation verifying that you hold a current CFP certification issued by one of the affiliate organizations of Financial Planning Standards Board, Ltd. |
The CFP® Board is a nonprofit professional regulatory organization that requires education,
ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER®
certificants. Along with completing the financial planning coursework and passing
the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants
to have financial planning-related work experience and adhere to their Code of Ethics
and Professional Responsibility.
The MBA and Certificate program in Financial Planning is registered by the Certified
Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates
who plan to sit for the CFP Certification Examination must successfully complete a
CFP Board-Registered Program.
The MBA and Certificate program in Financial Planning is registered by the AFCPE®
Registered Education Program in Westerville, OH. Candidates who plan to sit for the
AFC® Certification Examination must successfully complete a AFCPE® Registered Education
Program.