Why Choose Florida State University?


As an early pioneer of online delivery, the Certified Financial Planning Program offered by FSU, continues its tradition of academic excellence in the non-credit, professional development space. Our programs provide an established curriculum, a distinguished faculty and two successful program structures that have been designed to meet the diverse needs of those working towards CFP certification.

Established Curriculum

Comprehensive curriculum designed by FSU provides an in-depth understanding of the financial planning process using real-world examples and case studies. The curriculum meets the educational requirements of the CFP Board to qualify to sit for the CFP® Certification Examination

Experienced Instructors

  • More than 100 years of combined experience and knowledge as practicing professionals.
  • Expertise in diverse fields with recognized credentials including CFP®, CPA, and J.D.

Successful Program Structure

  • We now offer two programs, our Traditional Program and our newly developed Executive Fast Track Program. The Traditional Program has been a popular selection among students seeking CFP certification for over 2 decades. The Traditional track offers 10 week core courses while the Executive Fast Track offers 6 week core courses.
  • The Traditional Program offers each of the seven courses three times a year allowing students to customize their learning experience by selecting the order they take each course, while the Executive Fast Track Program courses are offered once a year in a pre-defined order. These different tracks offer the same quality content and instruction while the Executive Fast Track is more condensed allowing the student to complete the program in less than a year.
  • Both programs offer a Pay-As-You-Go structure (students are NOT REQUIRED TO PAY FOR ALL OF THE COURSES UP FRONT). This allows students to test out either program before making a financial commitment. The price per course is the same regardless of the track chosen.
  • Both programs provide the flexibility for students to learn at their own pace while staying on-track with weekly reading assignments and interactions with instructors and peers.

Whether preferring a slower pace with our Traditional Track or a faster pace with our Executive Fast Track, students have the choice to learn at their own pace and the flexibility to jump on and off these tracks as they see fit.

Choose your program and start today!

Price per core course:

$450

All Active Duty Military and Veterans – 10%
FSU Alumni – 10%
FSU Alumni Association Members – 15%
Corporate Group Discount (Executive Fast Track only)

To obtain discount codes, please call (850) 644-7542. Discount codes MUST be entered and applied in the Promo Code box during the registration process and cannot be applied after the registration is submitted. Before submitting your registration, please verify that your total amount due reflects your discount. Only one discount code can be used per course.

The mission of the Florida State University Certificate in Financial Planning Program is to offer high quality, interactive and affordable online financial planning courses for those pursuing CFP® certification, as well as those seeking to better educate themselves in financial planning topics.

Florida State University is accredited by the Southern Association of Colleges and Schools (SACS).

Florida State University’s Certificate in Financial Planning Program is a registered program provider of the Certified Financial Board of Standards Inc. (CFP Board). Please see our press release for more details.

Additional information and requirements for attaining the CFP® and CERTIFIED FINANCIAL PLANNER certification are listed in our Frequently Asked Questions. Other more specific questions should be directed to the CFP Board at:

Phone: (800) 487-1497
Email: mail@CFPBoard.org
Links: CFP Board’s Guide to CFP® Certification, CFP Board

“What I like most about the curriculum is the combination of doing lectures/ chapters at my own pace –reading, quizzes etc., — and FIXED dates for tests, so that I have some sort of deadline. Good combination for a busy work schedule.”

“The learning experience is fantastic, the course materials would open you up to a world of knowledge from different stand points and then allow you to tailor the pieces to suit your needs in becoming a better Manager. With FSU, you’re sure to be always learning!”

“I continuously recommend FSU’s CFP program to others. I have been very pleased with the home-grown feel, the passionate instruction, the flexibility of the program (pay as you go, longer test windows, etc.,) and the excellent customer service provided by Anthony and E’lexis. Additionally, I sincerely appreciate the military discount you provide. Thank you!”

“The instructor was excellent. It was a great benefit to the course to have an instructor that has a lot of “real-world” experience. The text books are good but nothing trumps practical experience and showing how these concepts are actually applied.”

“The instructor did an outstanding job, was well organized, and kept the course format at a perfect pace with emails, discussion board topics, and the presentation of weekly course material.”

“The instructor was very articulate and understanding. He ensured he carried all students along and gave room for participation, most especially in his response to questions raised.”

“The instructor is well informed, accurate and a good communicator. Despite the fact that the course is an Online course his Style of teaching makes you feel you are there in the classroom with him.”

“The instructor is a really great guy. I appreciate his high degree of professionalism, caring, and intelligence. You guys have an amazing program and I will continue to refer all my friends and colleagues!”

“I particularly find the instructor’s method in making us use our own current situations very helpful and practical. For example, he shared and discussed current examples of types of insurance, what is covered, etc., with other classmates. This made the course very practical.”

“The course was very insightful providing me lots more knowledge about the tax system than I had prior to the course. The average individual really does not have enough information about the “code” and the potential impact on their financial life.”

1. About Our Certificate Program

2. Course Format

3. CFP® Certification

4. CFP® Certification Examination

5. Education Requirements

6. Exemption

7. Grading

8. Scheduling Courses

9. Why a Career in Financial Planning?

10. Withdrawal Policy

11. Does FSU offer a CFP Board Exam review course?

12. Job Opportunities

13. Additional Information

Calendar

Design your own program!

At least one course begins every month, enabling you to choose the dates most convenient for you. The core courses are 10 weeks in length while the Capstone course is 13 weeks in length. We recommend taking Introduction to Financial Planning first.
Click on a course title for more information about each course.

Course
Course Dates and Registration Links
click course for
more info

Introduction to
Financial Planning

Oct. 7, 2016 –
Dec. 15, 2016
Closed
Section 58

Feb. 3, 2017 –
Apr. 13, 2017
Closed
Section 59

June 2, 2017 –
Aug. 10, 2017
Closed
Section 60

Oct. 6, 2017 –
Dec. 17, 2017
Closed
Section 61

Oct. 6, 2017 –
Nov. 19, 2017
Closed
FT-1

Feb. 2, 2018 –
Apr. 15, 2018
Closed
Section 62

June 1, 2018 –
Aug. 12, 2018
In Progress
Section 63

Sept. 7, 2018 –
Oct. 21, 2018
FT-2

Oct. 5, 2018 –
Dec. 16, 2018
Section 64

Insurance
Planning

Jan. 13. 2017-
Mar. 30, 2017
Closed
Section 57

May 5, 2017 –
Jul. 23, 2017
Closed
Section 58

Sept. 1, 2017 –
Nov. 19, 2017
Closed
Section 59

Jan. 19, 2018 –
Apr. 1, 2018
Closed
Section 60

Nov.17, 2017 –
Jan. 14, 2018
Closed
FT-1

May 4, 2018 –
July 15, 2018
Closed
Section 61

Sept. 7, 2018 –
Nov. 18, 2018
Section 62

Oct. 26, 2018 –
Dec. 9, 2018
Upcoming
FT-2

Jan. 18, 2019 –
Mar. 31, 2019
Upcoming
Section 63

Investment
Planning

May 5, 2017 –
Jul. 23, 2017
Closed
Section 57

Sept. 1, 2017 –
Nov. 12, 2017
Closed
Section 58

Jan. 19, 2018 –
Apr. 1, 2018
Closed
Section 59

May 4, 2018 –
July 15, 2018
Closed
Section 60

Jan. 19, 2018 –
Mar. 4, 2018
Closed
FT-1

Sept. 7, 2018 –
Nov. 25, 2018
Section 61

Jan. 18, 2019 –
Mar. 31, 2019
Upcoming
Section 62

Dec. 14, 2018 –
Feb. 3, 2019
Upcoming
FT-2

May 3, 2019 –
July 14, 2019
Upcoming
Section 63

Income Tax
Planning

Aug. 4, 2017 –
Oct. 22, 2017
Closed
Section 57

Dec. 1, 2017 –
Feb. 25, 2018
Closed
Section 58

Apr. 6, 2018 –
June 17, 2018
Closed
Section 59

Aug. 3, 2018 –
Oct. 14, 2018
Section 60

Mar. 9, 2018 –
Apr. 22, 2018
Closed
FT-1

Dec. 7, 2018 –
Mar. 3, 2019
Upcoming
Section 61

Apr. 5, 2019 –
June 16, 2019
Upcoming
Section 62

Feb. 8, 2019 –
Mar. 24, 2019
Upcoming
FT-2

Aug. 2, 2019 –
Oct. 13, 2019
Upcoming
Section 63

Retirement
Planning

Nov. 3, 2017 –
Jan. 21, 2018
Closed
Section 57

Mar. 2, 2018 –
May 13, 2018
In Progress
Section 58

July 6, 2018 –
Sept. 16, 2018
In Progress
Section 59

Nov. 2, 2018 –
Jan. 20, 2019
Upcoming
Section 60

Apr. 27, 2018 –
June. 10, 2018
Closed
FT-1

Mar. 1, 2019 –
May 12, 2019
Upcoming
Section 61

July 5, 2019 –
Sept. 15, 2019
Upcoming
Section 62

Mar. 29, 2019 –
May 12, 2019
Upcoming
FT-2

Nov. 1, 2019 –
Jan. 19, 2020
Upcoming
Section 63

Estate
Planning

Feb. 2, 2018 –
Apr. 15, 2018
Closed
Section 57

June 1, 2018 –
Aug. 12, 2018
In Progress
Section 58

Oct. 5, 2018 –
Dec. 16, 2018
Upcoming
Section 59

Feb. 1, 2019 –
Apr. 14, 2019
Upcoming
Section 60

June. 15, 2018 –
July. 29, 2018
Closed
FT-1

June 7, 2019 –
Aug. 18, 2019
Upcoming
Section 61

Oct. 4, 2019 –
Dec. 15, 2019
Upcoming
Section 62

May 17, 2019 –
June 30, 2019
Upcoming
FT-2

Feb. 7, 2020 –
Apr. 19, 2020
Upcoming
Section 63

Capstone
Course

May 4, 2018 –
Aug. 2, 2018
Closed
Section 19

Sept. 7, 2018 –
Dec. 6, 2018
Section 20

Jan. 18, 2019 –
Apr. 18, 2019
Upcoming
Section 21

May 3, 2019 –
Aug. 1, 2019
Upcoming
Section 22

Aug. 3, 2018 –
Sep. 27, 2018
FT-1

Sept. 6, 2019 –
Dec. 5, 2019
Upcoming
Section 23

Jan. 16, 2020 –
Apr. 16, 2020
Upcoming
Section 24

July 5, 2019 –
Aug. 18, 2019
Upcoming
FT-2

May 2, 2020 –
July 31, 2020
Upcoming
Section 25

Review Course

October 2018
February 2019
June 2019
October 2019
October 2018
February 2020
June 2020
October 2019
October 2020
November 2018
March 2019
July 2019
November 2019
November 2018
March 2020
July 2020
November 2019
November 2020

Please note: Upon registration and payment, an account will be created for you and will be sent to the email you registered with. Access to the course is not immediate.

Contact FSU CAPD Certificate in Financial Planning Program

For more information about our certificate program or classes, contact our Program Manager Anthony McDonald at (850) 644-7542 or use the form below:

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