What are the two parts of the CFP certification education requirement?

The CFP certification education requirement consists of two key components. First, candidates must complete coursework through a CFP Board registered program, covering essential topics like income planning, risk management, investments, retirement planning, and estate planning. This culminates in a capstone course where students create a comprehensive financial plan. Second, candidates must submit their bachelor's degree transcript for verification. The degree can be in any discipline and submitted at any time, even after taking the CFP exam. Notably, those with certain credentials may qualify for an accelerated path, allowing them to skip most coursework and proceed directly to the capstone course.