The College’s mission is to be the education provider of choice for working adults in the financial services industry by enabling student learning through advanced education programs and quality support services.

 

Our typical student will offer financial counseling and related services, or implement financial recommendations pertaining to Insurance, Investments, Tax, Retirement, and/or Estate planning.

 

The College provides learning opportunities to people in all geographic areas through comprehensive programs of study that lead to licensing or certification through individual courses, graduate-level study, and continuing professional development. Learning methods include independent study, blended and mentored study, and classroom instruction, as well as seminars, workshops, and conferences.

Our Mission:

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Accreditation

About Us

Educational Model

Courses are designed based on the skills and knowledge necessary for competent practice. Measurable learning objectives have been developed, classified, and incorporated into the study materials to foster mastery of them.

 

Maintaining our high standards dictates that instructors carefully select, create, and standardize the instructional materials. Most courses are self-contained learning experiences. The College currently implements its learning model by providing printed study materials, Web-based resources, and instructor support. After completing the required studies, students are given a final examination with formal performance feedback.

 

All of the College’s programs are taught and supported in English only. By acknowledging your acceptance of the College’s terms and conditions, you also acknowledge sufficient mastery of English to be successful in an academic program.

Student Services Center

For information about your classes and general questions, contact the Student Services Center at:

 

 

 

Enrollment Center

If you would like to enroll in a course or need further information about other programs and courses offered by the College, please contact the Enrollment Center at:

 

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  • The College was founded in 1972 to formalize the financial planning profession via the CFP® Certification, which is now the nation’s premier financial planning credential.
  • To provide assistance to financial support staff members, the Foundations in Financial PlanningSM program and Registered Paraplanner® designation were created in 1984.
  • In 1985 the College and the CFP Board of Standards Inc. became separate entities, with the College providing education and the CFP Board of Standards supporting the CFP® certification itself.
  • The College’s introduced an Advanced Studies program in 1987, which later became our accredited Master of Science Program in 1994.
  • The AAMS® and CMFC® designation programs were created in 1994 and 1995 as part of a partnership with the Investment Company Institute (ICI).
  • In 1997 the College purchased the American Institute of Retirement Planners and developed the CRPC® and CRPS® programs.

Class of 1973

  • The College was purchased by Apollo Group, Inc. in the fall of 1997.
  • Our original website launched in 1998 and was the first of its kind.
  • The College launched an all-new Master of Science Program in Financial Analysis in early 2003.
  • In the fall of 2003, the College introduced the financial industry’s first live online classes.
  • The College introduced the AWMA® designation in early 2005.
  • In 2007 the College launched an alumni association to celebrate its 100,000 graduate.
  • The College launched a MS in Finance in the summer of 2007.
  • The ADPA® and APMA® designations were introduced in the fall of 2010.
  • In February of 2014 the College announced a partnership with ExamFX to provide training for the FINRA Series 63, 6, 65, 66, 7, 24, and 26 license exams.
  • In September of 2014 the College partnered with NAIFA to unveil an all-new LUTCF® program set to debut in 2015.
  • In July of 2016 the College expanded its partnership with ExamFX to provide training for Life & Health and Property & Casualty Insurance
  • In January of 2017 the College launched digital badges for its professional designation holders.

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State & National RegulationThe College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC). The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees. The CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program is registered with the Certified Financial Planner Board of Standards, Inc., and satisfies the educational requirement for CFP® certification.Accreditation:

The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners. The purpose of these rules has been to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.

 

The College for Financial Planning supports these actions on the part of regulators and legislators. We are proud to state that based upon the College for Financial Planning’s status as a regionally-accredited institution of higher education, all designations earned at the College are either approved, exempt, or receive preferential treatment in all the regulations and legislation thus far enacted at the state and national levels (Note: the Chartered Retirement Planning CounselorSM  and Chartered Retirement Plans SpecialistSM designations may not be used in conjunction with selling insurance products to senior citizens in California.). Regional accreditation is considered the gold standard for higher education accreditation, and the College is proud of such accreditation by the Higher Learning Commission (HLC).

 

The State of Colorado participates in the National Council for State Authorization Reciprocity Agreements (NC-SARA), and the College for Financial Planning is an approved SARA institution. The College for Financial Planning is approved to offer distance education courses and programs to students in SARA and non-SARA member states. Please see the NC-SARA website (http://www.nc-sara.org) for additional information. The College for Financial Planning has full authorization from the Colorado Department of Higher Education to operate in the state of Colorado. More information can be found here (http://highered.colorado.gov/academics/colleges/privateaccredited.asp).

 

The College for Financial Planning is registered with the Maryland Higher Education Commission and is approved to offer online courses. Student complaints should be sent to: Maryland Attorney General, Consumer Protection Division, 200 St. Paul St., Baltimore, MD 21202, 410-528-8662, 888-743-0823.

 

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Eileen Sharkey

Principal and Chair, Sharkey, Howes & Javer

Eileen began her career as an actuary designing corporate pension and profit sharing plans. She discovered that advocating the necessity of lifelong planning was her passion and in 1978 she earned her CFP®, CERTIFIED FINANCIAL PLANNER™ certification, and began helping individuals and small businesses create personalized investment and retirement plans. In 1990, Eileen formed the firm Sharkey, Howes & Javer with partners, Lawrence E. Howes, MBA, CFP® and Joel B. Javer, CLU, CFP®.

 

Eileen was recognized as one of the Top 50 Women in Wealth by Wealth Manager in 2014, and a Five Star Wealth ManagerSM by 5280 and ColoradoBiz magazines 2012 – 2015. During 2009, Ms. Sharkey received the P. Kemp Fain Award, the highest honor given to a member of the Financial Planning Association. The Denver Business Journal named her an Outstanding Woman in Business in 2010.

 

As a financial educator and expert, Ms. Sharkey is frequently quoted in local and national publications including The Wall Street Journal, USA Today, The New York Times, Good Housekeeping, and Money Magazine. She presents numerous speeches and workshops to audiences of all ages that appreciate her ability to make complex financial information practical and easy to understand.

John Sears

President, College for Financial Planning

John is currently president of the College for Financial Planning, a wholly-owned subsidiary of the Apollo Education Group. A veteran C-level executive, John has more than 24 years operational experience in for-profit education. His responsibilities have encompassed P&L, strategic planning, budgeting, forecasting, sales, marketing, business development, competitive analysis, new product/service development, recruitment and retention and compliance with regulatory and accreditation standards. He holds an MBA degree with dual emphasis in finance and marketing from the University of Denver. He earned his undergraduate degree at the University of Notre Dame.

 

John’s career with Apollo Group began in 1987 as director of operations for the University of Phoenix headquarters organization. When the Center for Distance Education was in disarray in 1993, John was selected to pioneer the framework for profitable delivery of online degree programs. As vice president of institutional development in 1997, John formed the company’s first corporate department responsible for overseeing campus expansion and development of strategic corporate partnerships with Fortune 100 clients in support of University of Phoenix on-ground campuses. In 1999, he assumed his current position as president of the College for Financial Planning.

Judith A. Shine

Founder & President, Shine Investment Advisory Services, Inc.

Judy is the founder and president of Shine Investment Advisory Services, Inc., an independent financial planning and investment advisory firm founded in 1993.

 

Judy received a BA in psychology from Ohio State University in 1979 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1985. She is proud to be a longstanding member of the Financial Planning Association, the largest organization of professionals dedicated to championing the financial planning process, and served as a board member of the Association for four years. From 1996‐2001, she chaired the Editorial Advisory Board of the Journal for Financial Planning.

 

Judy speaks and writes frequently on all aspects of personal financial planning. She has been quoted in various financial publications and professional journals, including Business Week, The Wall Street Journal, Forbes, Fortune, Financial Advisor, Worth, Smart Money, US News & World Report, The New York Times and The Boston Globe. She is also a frequent contributor to Dow Jones MarketWatch.

Karen Spero

Founder, Spero-Smith Investment Advisors

Karen Spero founded Spero-Smith Investment Advisors in 1972, a firm that specializes in personal financial planning and portfolio management for individuals and small business owners. with a special emphasis on retirement and succession planning. The firm manages in excess of $300 million. Karen sold her interest in the company and has no financial interest in the firm nor is she employed by the firm. She has the honorary title of Chairman Emeritus and is a member of the firm’s Advisory Board.

 

Karen maintains both the CFP®, CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Investment Fiduciary Analyst (AIFA®) designation. She earned her B.S. degree in business administration from Lake Erie College, where she served as vice chair of the Lake Erie College Board of Trustees and is now an emeritus member of the Board. In 2002, Karen was inducted into the Hall of Excellence of the Ohio Foundation of Independent Colleges, Inc.

 

For more than 20 years, Karen was the Staff Financial Advisor for TV 5’s Morning Exchange. She also was a weekly commentator for public radio’s “Ohio Portfolio” for its 3-year tenure. Karen has been consistently quoted in financial publications, including The Wall Street Journal, USA Today, “Smart Money,” magazine, and others. She has done money makeovers for USA Today and Mutual Funds Magazine. For 7 years, Worth Magazine named Karen to its list of the “Best 250 Financial Advisors in USA.”

 

James F. Williams

Founder and CEO, J.F. Williams Co., Inc.

James Williams founded J.F. Williams Co., Inc. in 1995 to help people manage their money to tend to their life. His prior experience includes an extensive career in personal and estate tax planning and compliance management with a national accounting firm; as well as providing income tax, property and excise tax compliance management and special finance planning for a variety of businesses. He also has developed specialized expertise in managing retirement planning and other life transitions by participating in the Sudden Money Institute and similar professional networks.

 

Jim holds a bachelor’s degree in accounting from University of Southern Colorado, and a master’s degree in accounting with emphasis in taxation from Colorado State University. He has held a CPA certification since 1978 and his CERTIFIED FINANCIAL PLANNER™ certification since 1995. He is a member of the FPA, NAPFA, the Personal Financial Planning Division of the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and the Rocky Mountain Estate Planning Council. He also has served on the Discipline and Ethics Commission of the Certified Financial Planner™ Board of Standards.

College History

Accreditation and Regulation

College History

General Information

First Office

Board of Directors

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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  • The College was purchased by Apollo Group, Inc. in the fall of 1997.
  • Our original website launched in 1998 and was the first of its kind.
  • The College launched an all-new Master of Science Program in Financial Analysis in early 2003.
  • In the fall of 2003, the College introduced the financial industry’s first live online classes.
  • The College introduced the AWMA® designation in early 2005.
  • In 2007 the College launched an alumni association to celebrate its 100,000 graduate.
  • The College launched a MS in Finance in the summer of 2007.
  • The ADPA® and APMA® designations were introduced in the fall of 2010.
  • In February of 2014 the College announced a partnership with ExamFX to provide training for the FINRA Series 63, 6, 65, 66, 7, 24, and 26 license exams.
  • In September of 2014 the College partnered with NAIFA to unveil an all-new LUTCF® program set to debut in 2015.
  • In July of 2016 the College expanded its partnership with ExamFX to provide training for Life & Health and Property & Casualty Insurance
  • In January of 2017 the College launched digital badges for its professional designation holders.