Weekend of June 21^st Customers will be unable to purchase from the website. However testing will still be available.

Request for Information

Master of Science Degree Program Application (PDF - 304 KB)

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College Program insurance credits and proctor requirements (PDF - 43 KB)

Request for Continuing Education Credits (PDF - 115 KB)

Prometric affidavit (PDF - 73 KB)

College's affidavit of personal responsibility (PDF - 30 KB)

Florida affidavit of personal responsibility (PDF - 58 KB)
New York affidavit of personal responsibility (PDF - 110 KB)
South Carolina affidavit of personal responsibility (PDF - 8 KB)
Virginia affidavit of personal responsibility (PDF - 18 KB)

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Edward Jones state CE insurance hours
Edward Jones state CE request form

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CE OneSource® course listing

CPE Course Evaluation Form

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Nauheim Merit Scholarship

The David M. King Merit Scholarship

Loren Dunton Merit Scholarship

Financial Analysis Scholarship

International Financial Analysis Scholarship

CFA Institute CFA® Exam Merit Scholarship

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Request for Official Transcript from Other Educational Institutions (PDF - 136 KB)

for use when seeking acceptance into the Masters Degree program or seeking approval for transfer of credit for courses completed at another institution

Request for Official Transcript from the College for Financial Planning (PDF - 82 KB)

You may request an official transcript showing your academic history with the College for Financial Planning. This transcript will provide you an academic history of your course work while enrolled in programs and/or courses with the College for Financial Planning. There is a $10 fee for each transcript requested.

Transfer of Credit Petition (PDF - 218 KB)

Extension or Skip Form (PDF - 63 KB)

Grievance Form (PDF - 51 KB)

Withdrawal Form (PDF - 75 KB)

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