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Wisconsin Financial Services Institute (WFSI)

Certified Financial Planner™ (CFP) Certification Courses

The Wisconsin Financial Services Institute is not accepting new applications at this time. We recommend the following providers of online CFP® Board approved courses.

Online and Classroom CFP® Course Information

Online Executive Certificate In Financial Planning
CFP® Classroom Courses

The UW Oshkosh College of Business is pleased to offer the Online Executive CFP® Certification Education Program in conjunction with Dalton Education, a leading provider of financial planning education materials.

This education program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.

The benefits of this program include:

  •  Complete at Your Own Pace
    Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.

  • CFP Exam Focused.
    The program is designed by former members of the CFP Board of Examiners. If anyone knows what's on the CFP exam, they do. 

  • Designed to Offer "Customized Learning."
    Students can go into as much detail on a subject as they want. If you know the topic, move. If you don't, drill down into the online content to learn more.

To learn more about the program, please visit the web site.




Kaplan offers an Accelerated Financial Planning Program, Self-Study Online Program or University Partnered Programs with traditional classroom instruction. Visit their web siteor phone them at (866) 963-8329.






Workplace Programs

UW Oshkosh instructors are available to deliver insurance and financial planning courses to your workplace. For more information email Dr. Scott


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The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

The University of Wisconsin Oshkosh does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) marks. CFP certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP-Board Registered Program, have met ethics, experience and examination requirements.