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Certificate in Financial Planning

Certificate in Financial Planning

Welcome to the Florida State University
Online Certificate in Financial Planning Program

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.

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.

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

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

Program Guide

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 you take the program’s seven courses in the order shown, if possible.

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

Course Course Start Dates
Intro to Financial Planning

Instructor: Donna Jordan
Course Completed

Section 45
Course Completed

Section 46
Course Completed

Section 47
Course Completed

Section 48
Course Completed

Section 49
Course in Progress

Mar. 7, 2014
Section 50
June 13, 2014 Textbook Register

Section 51
Insurance Planning

Instructor: James Lee
Course Completed

Section 44
Course Completed

Section 45
Course Completed

Section 46
Course Completed

Section 47
Course in Progress

Feb. 7, 2014
Section 48
Jun. 6, 2014 Textbook Register

Section 49

Oct. 3, 2014 Textbook

Section 50
Investment Planning

Instructor: Bruce Hagan
Course Completed

Section 44
Course Completed

Section 45
Course Completed

Section 46
Course in Progress

Jan. 10, 2014
Section 47
May 2, 2014 Textbook Register

Section 48
Sept. 5, 2014 Textbook

Section 49
Jan. 9, 2015 Textbook

Section 50
Income Tax Planning

Instructor: Tom Harrison
Course Completed

Section 44
Course Completed

Section 46
Postponed April 11, 2014 Textbook Register

Section 47
Aug. 1, 2014 Textbook

Section 48
Dec. 5, 2014 Textbook

Section 49
Apr. 3, 2015 Textbook

Section 50
Retirement Planning

Instructor: Michael Bell
Course Completed

Section 44
Course Completed

Section 45
Course in Progress

Mar. 7, 2014
Section 46
July 4, 2014 Textbook

Section 47
Nov. 7, 2014 Textbook

Section 48
Mar. 6, 2015 Textbook

Section 49
July 3, 2015 Textbook

Section 50
Estate Planning

Course Completed

Section 44
Course in Progress

Feb. 7, 2014
Section 45
June 6, 2014 Textbook

Section 46
Oct. 3, 2014 Textbook

Section 47
Feb. 6, 2015 Textbook

Section 48
June 5, 2015 Textbook

Section 49
Oct. 2, 2015 Textbook

Section 50
Capstone Course

Instructor: Donna Jordan
Course in Progress

Jan. 10, 2014
Section 05
April. 18, 2014 Textbook Register

Section 06
June 13, 2014 Textbook

Section 07
TBA

Textbook

Section 08
TBA

Textbook

Section 09
TBA

Textbook

Section 10
TBA

Textbook

Section 11
To remain current, course textbooks may not be assigned until 4 weeks prior to a class.

  Course Completed   Course In Progress   Course Available

Seal

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:

Questions

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® for the CFP® Examination

daltonLogo

In order to better prepare for the CFP® exam, the FSU Center for Academic & Professional Development recommends attending The Dalton Review®, a comprehensive CFP exam review and preparation course. If you are committed to passing the CFP exam, a financial planning education program through FSU CAPD and The Dalton Review are your keys to success. The Dalton Review is considered to be the best CFP exam review course in the country.

All FSU Certificate in Financial Planning students are eligible to receive a $50 discount when enrolling in The Dalton Review.

The Dalton Review consists of three phases, all-inclusive in the enrollment fee:

  1. Pre-Study Program
  2. The Dalton Review Classes
  3. Post-Study Program

Key points that add up to passing the CFP exam:

  • Thirty-six hours of classroom review instruction:
    • Live review classes
    • Live online, instructor led reviews
    • Students may attend both the traditional classroom and Live Online reviews at no additional cost
  • Outstanding faculty
  • Pass rates are consistently 70-80% on the CFP exam
  • Exam Readiness Quiz provides a predicted probability of passing the CFP exam
  • Take The Dalton Review twice before taking the CFP exam at no additional cost
  • Free repeats if you are unsuccessful on the exam

Contact Dalton Education or FSU’s Center for Academic & Professional Development in order to receive the discount code.

Visit www.thedaltonreview.com to find out more and to enroll. With any questions about the program, contact Dalton Education at 866.828.1765 or info@dalton-education.com.

“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.”

- Jonathan in Florida