[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-394855-105":59,"doc-detail-394855-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","application-for-transcript-review-updated-january-2023","Application for Transcript Review - Updated January 2023","","CFP Board transcript review application instructions guide candidates seeking credit for coursework toward the CFP® exam requirements. The document explains eligibility limits to courses completed at regionally accredited U.S. institutions, describes required supplemental materials (transcripts, dated syllabi or catalog course descriptions), and outlines the process for mapping course materials to Principal Knowledge Topics. It specifies a $250 non-refundable review fee, communication of results by email within 30 calendar days, and submission details to CFP Board by mail or email.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/application-for-transcript-review-updated-january-2023/394855/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/application-for-transcript-review-updated-january-2023/394855.png","ImageObject",300,407,{"name":92,"@type":93},"Ophelia","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-08","2026-09-26",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",13,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What coursework is eligible for transcript review credit?","Question",{"text":113,"@type":114},"Only courses completed at regionally-accredited U.S. institutions are eligible for review. Unregistered coursework may be considered if it covers required topic areas.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What supplemental materials must be submitted?",{"text":118,"@type":114},"Submit an enclosed application plus transcripts and syllabi (or course descriptions from the academic catalog). Syllabi or course descriptions should be dated within three calendar years of course enrollment and must provide evidence of Principal Knowledge Topic coverage.",{"name":120,"@type":111,"acceptedAnswer":121},"How much is the transcript review fee and is it refundable?",{"text":122,"@type":114},"The application review fee is $250 and is non-refundable. Payment can be processed by phone or included with the application using the listed payment methods.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},394855,1790640426,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":19,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":52,"preview_page_count":4},7971461741311,"https://ap-avatar.wpscdn.com/avatar/74000253aff267980c6?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345379180704826","Application for Transcript Review  \nUpdated January 2023  \nIn order to sit for the CFP® exam, candidates must first satisfy the coursework requirement through a CFP Board Registered Program. Registered program courses cover the Principal Knowledge Topics assessed on the exam.  \nYou may have covered some of the Principal Knowledge Topics through coursework that is not part of a registered program. If you believe you have completed coursework that covers any of the required topic areas , you may apply for transcript review. Please note that only courses completed at regionally-accredited U.S. institutions are eligible for review.  \nIf you completed the coursework requirement through a CFP Board Registered Program, an application fortranscript review is not necessary. [Contact](Contact education@cfpboard.org)[ education@cfpboard.org](Contact education@cfpboard.org) for assistance.  \nTo have your courses considered for credit, the enclosed application and required supplemental materials (below) should be sent to CFP Board.  \nSupplemental Materials  \n• Transcript  \no Unofficial transcripts can be accepted for this review but cannot be applied to the bachelor’s degree requirement. Visit [cfp.net/education](cfp.net/education) for more information about the bachelor’s degree requirement for initial certification.  \no Transcript must be from a regionally accredited college or university.  \n• Syllabi  \no Syllabi for each course under review (or course descriptions from the school’s academic catalog) should be dated within three calendar years of course enrollment as verified on your transcript.  \no Course documentation should provide evidence of Principal Knowledge Topic coverage.  \n• Application review fee  \no $250 non-refundable review fee. Payment can also be processed by phone.  \nReview Process  \nUse the enclosed Principal Knowledge Topics list to map out where your courses covered the required content. CFP Board must find evidence of the topics in your course materials to award credit. All topics under a topic category must be evident to receive credit for that category. Consideration of a category will not be given if any topics are left blank, but it is not necessary for all categories to be reviewed for credit.  \nResults of your transcript review will be communicated via email within 30 calendar days of receipt of all required application materials.  \nIf your application is received fewer than 30 calendar days before the education verification deadline, you will need to sit for a later exam.  \nNote: Credit is not guaranteed. You will be notified of any topic categories that have received credit and all remaining areas required to be completed through a CFP Board Registered Program. Credit for the Capstone course is not available through transcript review. This requirement must be completed through a registered program. Your complete application, payment, and supplemental materials should be submitted [to](to education@cfpboard.org)[ ](to education@cfpboard.org)[education@cfpboard.org](to education@cfpboard.org)[ ](to education@cfpboard.org)or by mail to:  \nTranscript Review  \n1425 K St NW \\#800  \nWashington, DC 20005  \nApplication for Transcript Review  \nCFP Board ID \\# (required):   Name:    \nEmail:   Phone Number:    \nTranscripts and syllabi (or course descriptions) from the following regionally accredited schools are included for review:  \n\n| Name of School Attended | Years of Enrollment |\n| --- | --- |\n|  |  |\n|  |  |\n|  |  |\n\nCourses submitted for review:  \n\n| Course Number | Course Title | Term of Enrollment |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n\nCredentials submitted for credit:⚪Associate of the Society of Actuaries (ASA)⚪Certified Employee Benefits Specialist (CEBS)  \n⚪Enrolled Agent (EA)  \n⚪Fellow of the Society of Actuaries (FSA)  \n[Copy of credential must be included. Visit cfp.net/transcriptr","cbCaiezuFKCI7CYM","https://ap.wps.com/l/cbCaiezuFKCI7CYM","pdf",254085,"English","# Application requirements\n## Eligibility and coursework coverage\n## Supplemental materials\n## Review fee and payment\n# Review process and results\n## Mapping courses to Principal Knowledge Topics\n## Notification timeline and limitations","[{\"question\":\"What coursework is eligible for transcript review credit?\",\"answer\":\"Only courses completed at regionally-accredited U.S. institutions are eligible for review. Unregistered coursework may be considered if it covers required topic areas.\"},{\"question\":\"What supplemental materials must be submitted?\",\"answer\":\"Submit an enclosed application plus transcripts and syllabi (or course descriptions from the academic catalog). Syllabi or course descriptions should be dated within three calendar years of course enrollment and must provide evidence of Principal Knowledge Topic coverage.\"},{\"question\":\"How much is the transcript review fee and is it refundable?\",\"answer\":\"The application review fee is $250 and is non-refundable. Payment can be processed by phone or included with the application using the listed payment methods.\"}]","Application for Transcript Review - Updated January 2023 | PDF",1790413135]