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The exam is delivered online but with several steps like the process at a testing center.
- ID verification is required
- No phone or other materials are allowed.
- There is a time limit
- You cannot use the Internet for searches
- only for the login and test answer submission Participants login to the monitoring center and verify via camera that there are no aids present.
There is a scheduling section at the end of the CSLP 400 module (Case Studies). Register here. You will have 30 days to take the proctored comprehensive exam. If you do not attempt the exam, there is a reschedule fee. Exams can be rescheduled by ordered from the "Enroll/Renew" menu item.
70% is the passing grade for all exams.
The individual course exams are open book and can be re-taken until you pass. The final, comprehensive exam can be re-taken if you do not pass. There is a re-take fee which can be ordered from the "Enroll/Renew" menu option. Once you order the re-take, you may restart the exam at any time.
What is the comprehensive exam pass rate?
As of 2026, the first-time pass rate is 73%
Expired designations are subject to late renewal fees. Expirations over 60 days late may include additional reinstatement fees and completion of the comprehensive final proctored exam. If you are over 6 months late, you are subject to a repurchase of the program at a discounted rate of 50%. Please contact support for details and to determine your next steps.
No, you. must complete the courses and exams. This requirement is based on our experience. Completing the courses and individual exams positions you with the best chance of success with the final comprehensive exam.
We offer group discounts for 5 or more participants. The discount must be purchased as a minimum of 5 registrations. We will assign course registrations to the individuals when they are ready to start.
Yes, we are approved by the CFP® Board to offer 13 credits upon program completion. Please check with your state regulations. There is no additional fee. We must have your CFP ID on file to receive these credits.
Yes, we provide academic credits through Cal Poly Humboldt University for successful completion. You will receive a registration form upon passing the comprehensive exam. There is no charge for these credits.
Your expiration date is found on your certificates. Please mark your calendars to renew before it expires. Late renewal fees can apply.
Multiple renewal reminders are emailed to the registered email address on file approximately 60 days before expiration and at other intervals.
You may renew by ordering on our website under the menu item "Enroll/Renew".
If you are active (having completed renewals and exams) you may publicly display your certificates and hold yourself out according to the credential, you hold. You may include the certificates in email, presentations, and social media platforms.
You must submit an ethics statement at time of program purchase and update it at certification time for any changes or disclosures. You are required to maintain business information on file.
You must submit an ethics statement at time of program purchase and update it at certification time for any changes or disclosures. You are required to maintain business information on file.
Each course completed provides a certificate of completion from CSLA:
Successful completion of the Comprehensive Final Exam results in the CSLP designation for those with financial licenses
All program participants who complete the Comprehensive Final Exam also receive the Certificate in Student Loan Planning
We update the material as new information is available and to make other improvements in the course. A notice of change is published at the top of the lesson list in each module.
Completion of the CSLP program includes CE Credits when passing the comprehensive exam. For most CPAs the CSLP certificate program will provide 60 hours of CPE credits for the 4 units college credit earned. There is no additional fee for this credit.
Check your state regulations here to determine the availability of CPE credits for the CSLP coursework.
© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.
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