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. Visit the website for more detailed information.

CFP Certification Education Course Outline

The James Madison University Online CFP® Certification Education Program is a CFP Board-registered education program, satisfying the CFP® Education requirement. Upon completion of the program, students will be issued a Certificate of Completion from James Madison University and will be eligible to sit for the prestigious CFP Board Exam.

To register:

Online Registration *Credit card payments (Visa, MasterCard, Discover, & American Express) 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

You may consider a private loan with your banking institution or local credit union. Alternatively, you may apply for a Sallie Mae Smart Option Student Loan or a Wells Fargo Collegiate Loan. To qualify/apply for a Sallie Mae or Wells Fargo loan:

NOTE: Please use the following James Madison University Continuing Education school code when applying: 003721-98.

Additional payment options are available.

*This program is approved for MyCAA and Virginia WIA participants.

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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