CFP Educational Requirements | LSU Executive Education

Professional Programs

CFP® Educational Requirements

Bachelor’s Degree Requirement:

A bachelor’s degree in any discipline is required in order to obtain the CFP® designation. This is not a requirement to be eligible to take the CFP® Certification Examination and does not have to be obtained before sitting for the exam or fulfilling the work experience. You have five years from the date you pass the CFP® exam in order to satisfy the bachelor’s degree requirement.

Financial Planning Topic Mastery via Educational Format Options Offered by LSU Executive Education:

Both non-degree, non-credit educational format options are designed to fulfill the topic mastery education requirement to sit for the CFP® Certification examination.

Option 1: Self-Paced Online Course Format

This educational format option is an independent, self-study, online education program designed to be completed in nine months but may be completed in more or less time, depending on a student's schedule. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework, and exams.

This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased. LSU Executive Education offers this program in conjunction with Dalton Education, a leading provider of financial planning education.

Option 2: Virtual Classroom Format

This educational format option is an online, instructor led, nine month endeavor. The live online format is not an Internet self-study program but rather, classes are conducted live, over the Internet. From anywhere in the country, students with Internet access can attend "virtual classrooms" to interact and communicate with instructors and other students. All of the live classes are also recorded and available for playback.

As an additional advantage, participants will receive access to the entire online self-paced learning library. LSU Executive Education offers this program in conjunction with Dalton Education, a leading provider of financial planning education.

Option 3: Guarantee to Pass™ Format

This educational format is an live online, instructor-led classes that are recorded for future viewing. It provides flexible education schedules with classes meeting two nights per week.

This program allows students to pause their program ad come back at any time with no extra charge and includes a 100% guarantee to pass or your money back. LSU Executive Education offers this program in conjunction with Dalton Education, a leading provider of financial planning education.