Capstone Alternative Eligibility Request Form

CONTACT INFORMATION

ACCELERATED PATH ELIGIBILITY VERIFICATION

The Alternative Capstone Pathway provides candidates who are eligible for "accelerated path" and who also fully meet CFP Board's Experience requirement an opportunity to satisfy the Capstone segment of the Education requirement by completing an Alternative Capstone Course through a CFP Board-Registered Program. The full standards are available here.

Check the applicable credential you hold and attach the acceptable qualifying documentation. The list of required documentation can be found here.

Planning Standards Board Ltd. (FPSB) Affiliate located in your territory of residence outside the U.S. * Degree must be from a regionally-accredited U.S. college or university. ** Inactive license acceptable.

EXPERIENCE VERIFICATION

I verify that my experience has been submitted and is provisionally accepted to meet the requirements for the Standard Pathway (6,000 hours) OR the Apprentice Pathway (4,000 hours).

ACKNOWLEDGEMENT

To the best of my knowledge, the facts contained herein and in the associated attachments, as well as correspondence submitted to CFP Board for a determination of eligibility in the Capstone Alternative program are accurate and complete. By selecting "I Acknowledge" below, I attest to having experience in comprehensive financial planning and I authorize investigation and/or audit of all statements contained or attached to this form. I understand that misrepresentation or omission of facts is cause for denial of the right to use the CFP® certification marks. Further, I understand that eligibility to particpate in the Capstone Alternative program does not grant me the right to use the marks until I have been granted certification by CFP Board. I understand and agree to the instructions and requirements explained on this form.