A distinguishing feature of the James Madison University CFP® Certification Education Program Online is the ability to go beyond what you need to know for the CFP® Board Exam to what you need to know when you are face-to-face with clients. The Knowledge for the Real World curriculum is included in all program packages and is designed to interface with the Financial Planning Certification curriculum, providing the conversational competence to better address client needs and increase production.

This program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning. Visit our partner website for more detailed information.

Meet the Educational Requirements for CFP® Certification

Upon successful completion of the program, students will be issued a Certificate of Completion from James Madison University and will be eligible to apply for the CFP® Certification Examination. Our program is registered with the Certified Financial Planners Board of Standards, Inc..

CFP Certification Education Course Outline

Program Pricing

Both programs include all required textbooks and online self-study course materials.

Online Self-Paced Program $3550

Online Instructor-Led Program $4550
Includes bi-weekly sessions of live instructor review. Click here to view next online instructor-led program session dates.


*You may register either through our partner website or by one of these options:

Online Registration *Credit card payments can only be accepted through online registration.

Mail: Download, complete and print the registration form and mail with payment to:

JMU Outreach & Engagement
127 W Bruce St, MSC 6906
Harrisonburg, VA 22807

Payment Options

Withdrawal/Refund Policy

You may request a full refund minus a $25.00 administrative fee and any credit card processing fees within 7 days of enrollment if no materials have been downloaded, no exams have been taken and all physical books, if any, are returned unopened. Non-refundable otherwise. Notification of cancellation must be received by email.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered certification marks. This program satisfies the educational component of CFP Certification. 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. Additional costs will be involved.

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