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This document outlines the application process for candidates seeking approval for coursework in order to fulfill the education requirements necessary to sit for the CFP® exam. Candidates must submit transcripts and syllabi from regionally-accredited institutions and pay a non-refundable review fee. The process and criteria for reviewing course relevance to Principal Knowledge Topics are detailed.
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How to fill out application for transcript review

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How to fill out application for transcript review

01
Visit the official website of the institution that requires the transcript review.
02
Locate the section for transcript review applications.
03
Download or fill out the online application form.
04
Provide your personal information, including full name, student ID, and contact details.
05
List the transcripts you are submitting for review, including the issuing institution and date.
06
Include any additional information required, such as reasons for the review or specific academic requests.
07
Review the application for accuracy and completeness.
08
Submit the application along with any required documents or fees, if applicable.
09
Keep a copy of your application for your records.

Who needs application for transcript review?

01
Current students seeking to transfer credits to another institution.
02
Graduates applying for further studies that require transcript evaluation.
03
Individuals applying for jobs that require verification of educational qualifications.
04
Students in need of academic advising or program changes based on their transcript status.
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An application for transcript review is a formal request submitted to review and verify the accuracy of academic transcripts or records.
Students, graduates, or educational institutions seeking to rectify errors or confirm the accuracy of their academic transcripts are typically required to file this application.
To fill out the application, provide personal identification details, specify the transcripts to be reviewed, detail the error or issue, and submit any necessary documentation or proof.
The purpose is to ensure the accuracy and integrity of academic records, enabling individuals to correct potential errors that could affect their educational or professional opportunities.
The application must report personal identification information, details of the academic records in question, the reason for the review, and any supporting documents.
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