Ready to register for UNC Charlotte’s CFP® Certification Financial Planning Education Program? Review registration options, admission requirements, course sequencing and program costs below.
Still exploring the program? Visit the Financial Planning Education Certificate page on Academics to learn more about the curriculum, instructors, career applications and program benefits.
Registration Options
Full Program Bundle
Bundle Price: $4,195
Register for all seven required courses at once and save $280 compared with registering for each course individually.
- Includes CFP101 through CFP107
- Total bundle cost: $4,195
- Textbooks and required financial calculator purchased separately
When ready, click on "add to cart" and checkout to enroll.
Pay Per Course
Prefer to spread your coursework and payments over time? Participants may also register for courses individually as they progress through the program.
- CFP101–CFP106: $600 per course
- CFP107 Capstone: $875
- Total if purchased individually: $4,475
Course availability and enrollment windows vary. Review the required sequence and available sections before registering.
Before You Register
A bachelor’s degree is required to ultimately obtain CFP® certification, though students may begin coursework before completing the degree.
The program includes seven required courses. CFP101 — Foundations of Financial Planning, Ethics & Psychology is recommended as the first course because it introduces the financial planning process, client engagement and Psychology of Financial Planning.
After CFP101, participants complete five financial planning domain courses. These courses may be completed in a flexible order:
- CFP102 — Insurance & Risk Management Planning
- CFP103 — Investment Planning
- CFP104 — Income Tax Planning
- CFP105 — Retirement Savings & Income Planning
- CFP106 — Estate Planning
CFP107 — Capstone: Comprehensive Financial Plan Development must be taken last. Successful completion of CFP101 through CFP106 is required before beginning the Capstone.
Certificate Requirements
To earn the CFP® Certification Financial Planning Education Program certificate, participants must successfully complete all seven required courses.
Start with CFP101
CFP101 — Foundations of Financial Planning, Ethics & Psychology
CFP101 is recommended as the first course in the program and provides the foundation for the financial planning coursework that follows.
Complete the Five Domain Courses
After CFP101, complete all five domain courses. The sequence of these five courses is flexible.
- CFP102 — Insurance & Risk Management Planning
- CFP103 — Investment Planning
- CFP104 — Income Tax Planning
- CFP105 — Retirement Savings & Income Planning
- CFP106 — Estate Planning
Finish with CFP107 Capstone
CFP107 — Capstone: Comprehensive Financial Plan Development
CFP107 is the final course in the program. Participants must successfully complete CFP101 through CFP106 before beginning the Capstone.
The Capstone is a fixed ten-week course offered during scheduled cohorts rather than through continuous enrollment.
Enrollment Windows
CFP101 through CFP106 are offered within two annual enrollment windows:
- February 1–June 30
- July 1–November 30
Participants complete coursework on their own schedule within the applicable enrollment window. Earlier enrollment is recommended when planning to complete multiple courses during the same window.
Because CFP107 Capstone is offered in scheduled ten-week cohorts, participants should consider their intended Capstone and CFP® exam timeline when planning their coursework.
Register for Individual Courses
Review the required courses below for current availability, enrollment dates and registration options.
Program Cost and Additional Expenses
Full Program Bundle: $4,195
Pay-Per-Course Total: $4,475
Participants who purchase the full program bundle save $280 compared with registering for all seven courses individually.
Textbooks and a required financial calculator are not included in either registration option.
Textbooks
Participants should budget approximately $800–$1,200 for required textbooks. Actual costs may vary depending on whether materials are purchased new, used or rented.
Required textbook information will be provided before each course begins. Textbooks are purchased separately and are not included in program registration fees.
Financial Calculator
A financial calculator is required for the program and must be purchased separately.
Recommended models include the HP 12C, HP 10bII and HP 10bII+. Course instruction and demonstrations will use these models. Participants may use another financial calculator, but instruction will focus on the recommended HP models.
Included with Registration
Participants receive access to a University Program eMoney® account at no additional cost during the program.
eMoney® is incorporated into the curriculum to provide hands-on experience with financial planning software.
CFP® Certification Education Requirement
UNC Charlotte’s Financial Planning Education Program Certificate is designed to satisfy the coursework portion of the education requirement for CFP® certification.
Successful completion of the program does not by itself confer CFP® certification. CFP® certification is awarded separately by CFP Board and requires candidates to satisfy additional examination, experience and ethics requirements.
Participants should review current CFP Board requirements, exam dates and applicable deadlines when planning their program timeline.
Registration Policies
Before completing your registration, please review UNC Charlotte’s registration, payment, cancellation and refund policies.
View Continuing Education Policies
Registration Questions?
If you have questions about the full program bundle, individual course registration, payment, course availability, enrollment windows or an existing registration, contact us for assistance.
Still Exploring the Program?
If you are still deciding whether the Financial Planning Professional Certificate is right for you, visit the Financial Planning Education Certificate page for complete program information, including curriculum details, instructors, career applications and frequently asked questions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.