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Certificate in Financial Planning

Certificate in Financial Planning Program

About CFP

Welcome to the Florida State University Certificate in Financial Planning

Professional education – where and when you want it – in an interactive online environment. In addition to having access to the best instructors and the highest quality course content, our program will provide you with the skills you need to tap the wealth of resources available to financial planners on the Internet. All students of CFP Board-Registered Program whose initial dates of matriculation (initial enrollment) occur on or after January 1, 2012 are required to take the Capstone Course.

Great Careers Begin With CFP® Certification

This program is registered with Certified Financial Planner Board of Standards Inc. (CFP Board).

Online Financial Planning Program Goals:

  1. Provide accurate and timely information in key areas of financial planning.
  2. Meet the educational requirements of CFP Board to qualify to sit for their CFP® Certification Examination.
Price per course:
only $450

Capstone Course: $900

Calendar

Design your own program!

At least one new course begins on the first Friday of every month, enabling you to choose the dates most convenient for you. The core courses are either 10 or 11 weeks in length while the Capstone course is 13 weeks in length. We recommend taking Introduction to Financial Planning first.

Course & Instructor Information

Course Dates and Registration Links
Mar. 1, 2013 -
May 1, 2013
Closed
Section 47

Jul. 2013 -
Sept. 13, 2013
Closed
Section 48

Nov. 1, 2013 -
Jan. 16, 2014
Closed
Section 49

Mar. 7, 2014 -
May 15, 2014
Closed
Section 50

Jun. 13, 2014 -
Aug. 21, 2014
In Progress
Section 51

Sept. 5, 2014 -
Nov. 13, 2014
Section 52

Feb. 6, 2015 -
Apr. 16, 2015
Upcoming
Section 53

June 5, 2015 -
Aug. 13, 2015
Upcoming
Section 54

Oct. 2, 2015 -
Dec. 10, 2015
Upcoming
Section 55

Jun. 7, 2013 -
Aug. 22, 2013
Closed
Section 46

Oct. 4, 2013 -
Dec. 19, 2013
Closed
Section 47

Feb. 7, 2014 -
Apr. 24, 2014
Closed
Section 48

Jun. 6, 2014 -
Aug. 21, 2014
In Progress
Section 49

Sept. 26, 2014 -
Dec. 11, 2014
Upcoming
Section 50

Feb. 4, 2015 -
Apr. 21, 2015
Upcoming
Section 51

June 5, 2015 -
Aug. 20, 2015
Upcoming
Section 52

Oct. 2, 2015 -
Dec. 17, 2015
Upcoming
Section 53

Feb. 5. 2016 -
Apr. 21, 2016
Upcoming
Section 54

Sept. 6, 2013 -
Nov. 7, 2013
Closed
Section 46

Jan. 10, 2014 -
March 27, 2014
Closed
Section 47

May 2, 2014 -
Jul. 25, 2014
In Progress
Section 48

Sept. 5, 2014 -
Nov. 23, 2014
Section 49

Jan. 9 2015 -
Mar. 29, 2015
Upcoming
Section 50

May 6, 2015
Jul. 21, 2015
Upcoming
Section 51

Sept. 4, 2015 -
Nov. 22, 2015
Upcoming
Section 52

Jan. 8, 2016 -
Mar. 29, 2016
Upcoming
Section 53

May 6, 2016 -
July 24, 2016
Upcoming
Section 54

Postponed

Apr. 11, 2014 -
Jun. 26, 2014
Closed
Section 47

Aug. 15, 2014 -
Nov. 2, 2014
Section 48

Dec. 5, 2014 -
Feb. 22, 2015
Upcoming
Section 49

Apr. 3, 2015 -
Jun. 21, 2015
Upcoming
Section 50

Aug. 5, 2015 -
Oct. 20, 2015
Upcoming
Section 51

Dec. 4, 2015 -
Feb. 21, 2016
Upcoming
Section 52

Apr. 1, 2016 -
June 19, 2016
Upcoming
Section 53

Aug. 5, 2016 -
Oct. 23, 2016
Upcoming
Section 54

Mar. 7, 2014 -
May 18, 2014
Closed
Section 46

Jul. 11, 2014 -
Sept. 18, 2014
In Progress
Section 47

Nov. 7, 2014 -
Jan. 18, 2015
Upcoming
Section 48

Mar. 6, 2015 -
May 17, 2015
Upcoming
Section 49

Jul. 3, 2015 -
Sept. 15, 2015
Upcoming
Section 50

Nov. 4, 2015 -
Jan. 17, 2016
Upcoming
Section 51

Mar. 4, 2016 -
May 15, 2016
Upcoming
Section 52

July 1, 2016 -
Sept. 11, 2016
Upcoming
Section 53

Nov. 4, 2016 -
Jan. 15, 2017
Upcoming
Section 54

Jun. 6, 2014 -
Aug. 8, 2014
In Progress
Section 46

Oct. 3, 2014 -
Dec. 14, 2014
Upcoming
Section 47

Feb. 6, 2015 -
Apr. 19, 2015
Upcoming
Section 48

Jun. 5, 2015 -
Aug. 16, 2015
Upcoming
Section 49

Oct. 2, 2015 -
Dec. 13, 2015
Upcoming
Section 50

Feb. 3, 2016 -
Apr. 12, 2016
Upcoming
Section 51

June 3, 2016 -
Aug. 14, 2016
Upcoming
Section 52

Oct 7, 2016 -
Dec. 18, 2016
Upcoming
Section 53

Feb. , 2017 -
Apr. 16, 2017
Upcoming
Section 54

Oct. 17, 2014 -
Jan. 15, 2015
Upcoming
Section 8

Jan. 9, 2015 -
Apr. 9, 2015
Upcoming
Section 9

May 1, 2015 -
July 30, 2015
Upcoming
Section 10

Sept. 4, 2015 -
Dec. 3, 2015
Upcoming
Section 11

Jan. 8, 2016 -
Apr. 7, 2016
Upcoming
Section 12

May 6, 2016 -
Aug. 4, 2016
Upcoming
Section 13

Sept. 2, 2016 -
Dec. 1, 2016
Upcoming
Section 14

Jan. 13, 2017 -
Apr. 13, 2017
Upcoming
Section 15

May 5, 2017 -
Aug. 3, 2017
Upcoming
Section 16

Review Course

February
June
October
February
June
October
February

June

October

March
July
November
March
July
November
March

July

November

Please note: Upon registration and payment, you will receive your username and password to access the courseware within 24-48 hours.

Frequently Asked Questions

Click on the topics below for answers to your frequently asked questions.

Assignments – work load, flexibility

Books – sources, prices

Certificate Program – What is the FSU Certificate in Financial Planning? Who should enroll?

CFP® Certification – Requirements

CFP® Certification Examination – Dates, locations, application deadlines, format

Continuing Education Credit – CEU

Education Requirements – of the FSU program

Exemption – from CFP Board education requirements

Grading System – How are courses graded? Can I repeat a course?

Scheduling Courses – Length? Order? Take more than one at a time? Have to take all six?

Why a Career in Financial Planning? – Career choice, service relationship

Withdrawal Policy – Withdrawing, refunds, repeating a course

What to Expect – Participant instructions

The Dalton Review®

Discounts

Course fees: $450, Capstone Course: $900. Call about our 10% discount for FSU Alumni and Military.

NEW! Call about our 15% Discount for FSU Alumni Association members!

Accreditation

Florida State University is accredited by the Southern Association of Colleges and Schools (SACS), and FSU’s Certificate in Financial Planning Program is registered with CFP Board in Washington, DC.

Florida State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP logo marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

CFP®, CERTIFIED FINANCIAL PLANNER, and CFP logo are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please note that we are delivering an education program and not a test-preparation program, although we are very much aware that our participants must ultimately pass the CFP® Certification Examination. Just as Law School meets the education requirement to ultimately become a practicing attorney, our program meets the education requirement to ultimately earn the CERTIFIED FINANCIAL PLANNER certification. And just as significant preparation is required to pass the bar exam, so will there be significant outside preparation required to pass the CFP® Certification Examination.

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

CFP Board
1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: (800) 487-1497
Fax: (202) 379-2299
Email: mail@CFPBoard.org
Links: CFP Board’s Guide to CFP® Certification, CFP Board

What Our Students Are Saying

“The Retirement Planning instructor, Michael Bell, was very interactive with the students and strongly encouraged thought and discussion. I was very appreciative of the email he sent about one of my posts to the discussion board and for congratulating me on my exam grade.”

- Justin in Florida

“I researched many CFP online programs across the country. The FSU curriculum was comprehensive, and after viewing a video of each professor, I realized the commitment that both the professors and the University has made to its students. I’m most appreciative and look forward to the next course in the program. Thank you!”

- Gloria in South Carolina

“The instructor has a commendable interpersonal relationship that makes you feel as if you have a direct interface with her. She is also organized, proactive and responsive. The instructor is no doubt a seasoned Financial Planner.”

- Ebere in Nigeria

“I looked at many online programs and this was by far the best presented. It looked to me that the people running it really knew what they were doing. Other programs seemed thrown together and/or dry by comparison. I have not been disappointed in the choice. I think the standards are very high.”

- Lesley in Colorado

“I was very pleased with Bruce Hagan’s approach to the Investment Planning course. He clearly knows the material in great detail. Some of the topics had the potential to be very technical in nature but Bruce was able to describe them in an easy to understand format while keeping a light hearted tone and throwing in the occasional joke or pop culture reference. Bruce also maintained a pragmatic view on the amount of time students have to spend on the course and kept most of the course work on a weekly basis manageable. I also enjoyed the video links that he provided of him covering a relevant topic on the news.”

- Andrew in Missouri

“I think that this mode of teaching a course is way superior to the classroom environment. The advantages of the internet are limitless. I think a trend has been established and future college education will be done this way. The class room is antiquated.”

- Victor in Florida

“Although it’s hard to get a feel for the instruction through an online course, I felt Jim Lee’s weekly emails were very informative, helpful and timely. He also played an active role on the discussion boards which I found helpful.”

- Bethany in South Carolina

“I was really impressed by this course and by the instructor, in particular. Donna Jordan is very knowledgeable and professional, and this shines through clearly in the content of her online lectures.”

- Deborah in Israel

“Bethany Atkins-Rice is very personable, and responded promptly to all questions. Furthermore, she pulled off a veritable miracle by getting students like me excited about Income Tax Planning.”

Contact Us

For more information about the Certificate in Financial Planning email us or call (850) 644-7542.