Certified Financial Planner Credential

Credit Recommendation

  • Estate Planning: 3 credits, lower division level
  • Fundamentals of Financial Planning: 3 credits, lower division level
  • Investment Management: 3 credits, lower division level
  • Retirement Planning and Employee Benefits: 3 credits, lower division level
  • Risk Management: 3 credits, lower division level
  • Tax Planning I: 3 credits, lower division level

Effective Dates 

September 2007 through January 2013

Issuing Agency

Certified Financial Planner Board of Standards, Inc.

How to Apply for the Credit