CFP® Education Programs

The CERTIFIED FINANCIAL PLANNER™ program offers multiple board-approved classes to fit your schedule and lifestyle. Whether you are an established professional or you are changing careers, we have designed each program to meet your needs. Participants who pass all required courses will receive a certificate of completion from Utah Valley University.

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Online Certificate

The online Executive Certificate in Financial Planning is a self-paced program designed to meet the educational requirement for the CFP® certification exam in nine months or less. This variable learning method allows students to complete the program in as much or as little time that they need.

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Web-Delivered Certificate

The web-delivered Executive Certificate in Financial Planning (live online, instructor-led) is a fully interactive program designed to meet the educational requirement for the CFP® certification exam.

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Do you already Hold a Financial Certification?

Challenge candidates can include anyone who already holds a financial certification (such as ChFC, CLU, CFA, etc.). These candidates must take the Financial Plan Presentation course in order to sit for the exam. They should also attend a review course, such as The Dalton Review, which is a comprehensive CFP® prep course for those wanting to pass the exam.

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Exam Review Options