UMKC - The Bloch School

You must have completed an undergraduate degree or have at least one year of financial industry experience. Note: Before you can call yourself a CFP® practitioner, you must satisfy the CFP Board’s education, experience, and ethics requirements. The CFP Board requires that you hold an undergraduate degree and have three years of financial planning experience before using the CFP® designation.

Enrollment will be limited to ensure that the learning environment is conducive to allowing participants the opportunity to interact with each other and with our faculty.  

Meet the admissions requirements? Think the CFP Program is right for you? Apply Here