For CFP® Candidates with Active Designations of CFP® Coursework Credits

Transfer Credits or Test Out CFP® Education Courses

  • Save up to $700
    • |
  • Earn Credits Faster
    • |
  • Flexible, Exam-Focused Curriculum

Enroll Now
BIF’s CFP® Education is designed to help you meet your requirements faster, and now, you can speed up your timeline even more! With active credentials, you may earn instant credit or test out of required courses. If you already have CFP Board Registered credits, simply transfer them to save time and money on your path to certification.
 

Earning Instant Credit with Eligible Designations

CFP® Candidates with the following designations may be eligible to earn immediate credit or test out of up to two of the courses listed below, making your journey to certification faster and more rewarding. If your designation qualifies you to test out of Course 1: Introduction to Financial Planning, simply purchase the course to take advantage of this benefit and accelerate your progress.
Designation Course Credit / Test Out
AAMS®
Course 1: Introduction to Financial Planning
Test Out
APMA®
Course 3: Investment Planning
Credit
AWMA®/SE-AWMA®
Course 3: Investment Planning
Credit
CAIA®
Course 3: Investment Planning
Credit
CRC®

Course 5: Retirement Savings & Employee Benefits

Course 6: Estate Planning

Credit

Credit

CRPC
Course 5: Retirement Savings & Employee Benefits
Credit
EA
Course 4: Tax Planning
Credit
FPS/FPA/WMSSMSM
Course 1: Introduction to Financial Planning
Test Out
FPQP®
Course 1: Introduction to Financial Planning
Test Out
RICP
Course 5: Retirement Savings & Employee Benefits
Credit
TPCP®
Course 4: Tax Planning
Credit
WMCP®
Course 1: Introduction to Financial Planning
Test Out

Transfer your CFP® Program Progress at Reduced Tuition

Courses needed self-paced program Instructor-Led Program
Regular Tuition

Individual Courses are $425

Capstone Course is $695

 Transfer Tuition Regular Tuition

Individual courses are $425

Capstone Course is $695

 Transfer Tuition
6 + Capstone

$2,995 (bundle)

$2,465

$3,995 (bundle)

$3,065
5 + Capstone

$2,820

$2,170

$3,670

$2,670
4 + Capstone

$2,395

$1,875

$3,075

$2,275
3 + Capstone

$1,970

$1,580

$2,480

$1,880
2 + Capstone

$1,545

$1,285

$1,885

$1,485
1 + Capstone

$1,120

$990

$1,290

$1,090
Capstone Only

$695

$695

$695

$695

You’ll get three months of access for each course, giving you plenty of time to learn what you need for the CFP® Exam and your career. For example, one course plus the Capstone is six months of access, three courses plus the Capstone is 12 months of access. 

32,000 Graduates Chose BIF

Why Transfer to BIF’s CFP® Education Program?

High-Pass Rate

Proactive, Personalized Support

Our team reaches out to you before you need it with proactive support that keeps you on track and ensures you don’t get left behind.

Convenient Course Access

Our program is 100% online and designed for flexibility. We even record our live, instructor-led sessions in case you miss a session or need a refresh.

Practical, Premium Content

We designed our CFP® courses based on the CFP® Exam, so you learn exactly what you need to know to pass.  

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Experience BIF’s CFP® Certification Education Firsthand

See exactly how we’ve helped 32,000 students complete their CFP® Education and get an insider look at our premium content with a free demo of our Program.