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 |
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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.
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 site or phone them at (866) 963-8329. Workplace ProgramsUW Oshkosh instructors are available to deliver insurance and financial planning courses to your workplace. For more information email Dr. Scott Beyer beyers@uwosh.edu. |
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.
1. Steps to initial CFP® Certification
2. Topic List for CFP® Certification Examination
3. Your Career as a CFP® Professional
UW Oshkosh College of Business
800 Algoma Blvd
Oshkosh, WI 54901
