CFP Exam Prep

Suffolk partners with financial organizations to offer convenient, on-site training programs that prepare their employees for the Certified Financial Planner™ (CFP) Exam.

As a Board-Certified education provider, we offer the curriculum that satisfies the education coursework requirement for the CFP™ Exam .

Convenience is Key

  • Courses can be taught by your CFP-licensed employees or Suffolk’s finance instructors.
  • Delivered at your own site, so you can train the maximum number of employees in the minimal amount of time.
  • We'll take care of registration, scheduling, grades, and all other administrative tasks.


Michaele Morrow, PhD, CPA

Director of the Center for Executive Education
Phone: 617-973-5387