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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

Do you qualify for a discount?

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
Closed
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
Closed
Section 49

Sept. 26, 2014 –
Dec. 11, 2014
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
Closed
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
In Progress
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
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
Closed
Section 46

Oct. 3, 2014 –
Dec. 14, 2014
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
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

Q. How long are the courses?

A. Three of the courses are 10 weeks in length (Intro. to Financial Planning, Retirement Planning, and Estate Planning) and the remaining three are 11 weeks in length (Insurance Planning, Investment Planning, and Income Tax Planning). An extra week is added to the courses which fall during the Christmas holiday because no lecture or material is assigned during that week.

Q. I have a thriving business and family obligations. Will I be able to keep up with all the homework and reading assignments?

A. Balancing family and work is always a challenge! The online environment, however, is especially convenient for working professionals. All course requirements can be completed without travel expenses or disruption of work/study schedules — learn in the privacy of your own home at hours most convenient for you. The study requirements are those of any other college level course: the general rule is that you should plan to spend a minimum of two hours of study per week for every one hour of class. Our courses are the equivalent of a three hour course and so you should expect to devote about 10-12 hours of study per week, more or less depending on your experience and desire to make use of all the resources provided.

Q. Will classes be taught at a set time, or will students be able to log on when they have the time to do so?

A. Classes are not taught at a set time of the day. Rather, students work at their own speed and at their own convenience within a structured framework. For example, students should complete the first lecture within the first week, but the lectures will remain up and running so that students can catch up if they are unable to work on a lecture within the prescribed time period.

The only constraints are the two exams, both of which are given electronically over the Internet. Exam #1 must be completed and answers posted anytime within the fifth week and Exam #2 must be completed and answers posted anytime within the tenth week. (Eleventh week for Insurance, Income Tax, and Investments.) Therefore, if a student gets behind, he or she must (at some point) catch up. Keeping students within the synchronized “weeks” will help both the students (benefitting from others’ questions), and the instructor (more uniformity in topics and timing of questions).

Requiring the exams to be taken within specific weeks also provides closure for the course and prevents a student from letting the course become never-ending (and also helps, in some cases, in satisfying an employer’s requirements for funded/compensated courses).

What are the prices and sources of required textbooks?

Participants are responsible for obtaining the required book for each course prior to the start of that course. Text prices will range from about $100-$200 and can be ordered online or purchased from a local bookstore.

About four weeks prior to the start of a new course, the name and source(s) for the required textbook will be posted in the Program Guide.

Certificate Program

Q. What is the FSU Certificate in Financial Planning Program?

A. The FSU Certificate in Financial Planning Program is a noncredit educational program of seven courses (Introduction to Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning and Capstone Course) specifically designed to satisfy the educational requirement of Certified Financial Planner Board of Standards Inc. (CFP® Board). 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.

Q. Who should enroll in this program?

A. While the majority of our students are practicing financial planners who are fulfilling CFP Board’s education requirement, we also have accountants, lawyers, bankers, investment specialists, etc. who want to expand into the financial planning field. We also have a number of students who are looking to move into the financial planning arena from such widely diverse careers as nursing, manufacturing, teaching, engineering, and the military. In addition to these, we have many students who enroll in one or more of our courses simply for personal growth and enrichment, and for general knowledge. The give and take among our students from these diverse backgrounds in our Professional Forums is one of the many unique benefits of the online environment.

Q. Does completing the FSU Certificate in Financial Planning program (six courses) mean that I have earned CFP® Certification?

A. No. It means you have met the educational requirements of CFP Board. You must still pass the CFP® Certification Examination, meet CFP Board’s work experience requirements, and subscribe to their code of ethics before you will be permitted to use the CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP Logo marks.

Q. I started a program elsewhere. If I finish with the FSU online program will I still receive the Florida State University Certificate in Financial Planning?

A. We issue a Certificate of Completion by email for each course you successfully complete in our program, but reserve our Certificate in Financial Planning for those who complete our program with five or more courses.

If you take fewer than five courses from Florida State University we will, upon request, provide you with a completion letter verifying the courses you have successfully completed in FSU’s program. At the time you submit your application to sit for the CFP® Certification Examination, simply include your FSU completion letter along with the documentation from any other registered program to demonstrate to CFP Board that you have completed its education requirement.

Q. There are many CFP Board-Registered Programs around. What makes the FSU program appropriate for me?

A. The FSU’s online program provides the right balance between learning to be a good financial planner and obtaining the topic knowledge to pass the CFP® Certification Examination. We are especially proud of our faculty. Our courses are taught by experts in their respective professions. Our Introduction to Financial Plannning, Investment Planning and Retirement Planning courses are taught by practicing CFP® professionals.

Our Insurance Planning instructor is an insurance agent with over 30 years of experience in the insurance industry. Our instructor for both Income Tax Planning and Estate Planning holds a Master’s in Law degree specializing in Tax and Estate. We believe this gives excellent benefit to our students, an opinion that is certainly reflected in the evaluations that are posted at the conclusion of our courses when our students tell us how much they appreciate the “real world” view and insights that our courses offer.

In addition to having access to the best instructors and course content of the highest quality, the online environment is especially convenient for working professionals. All course requirements can be completed without travel expenses or disruption of work/study schedules – you can learn in the privacy of your own home at hours most convenient for you. As an added bonus, our courses will provide you with the Information Age skills necessary to tap the wealth of resources available to financial planners via the Internet and enable you to continue your education in the most technologically advanced environment.

Questions pertaining to the CFP® Certification Examination should be directed to CFP Board:
1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2299

CFP Certification

Q. What are the requirements to earn CFP® Certification?

The path to CFP® Certification begins with creating an account at Path to CFP® Certification.

The question is best answered by reading CFP Board’s Guide to CFP® Certification, but here is a brief summary:

  • Education – FSU is a registered provider of CFP Board’s required courses.
  • Experience – For those with a baccalaureate degree from an accredited U.S. college or university, three years of personal financial planning; for those without – five years. Please note that CFP Board is requiring the bachelor’s degree in 2007. See their website for details.
  • Ethics – Subscribe to CFP Board’s Code of Ethics and Professional Responsibility.
  • Examination – Pass the CFP® Certification Examination.
Arrangements to take the CFP® Certification Examination must be made directly with CFP Board at:
1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2299

CFP Certification Examination

Q. What is the CFP® Certification Examination?

The CFP® Certification Examination is a 10-hour examination which is administered by CFP Board, Washington, DC. It is divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam includes three major case problems. The examination is designed to assess your ability to apply your financial planning education to financial planning situations in an integrated format, thereby protecting the public by assuring that you are at the appropriate level of competency required for practice.

Q. When is the CFP® Certification Examination administered? What is the deadline for application?

The Exam Dates and Application Deadlines are as follows:

Exam Dates Application Deadlines
Mar. 22 – 22, 2014 Feb. 11, 2014
July 18 – 19, 2014 June 10, 2014
Beginning in November 2014, the CFP® exam will transition to a new computer-based format. – See more at: www.cfp.net – Exam Dates

Q. What is the fee for the CFP® Certification Examination?

A. The fee for the examination is $595, which must be paid in full by the application deadline. If you fail the examination, you must retake the entire examination. There is no limit on the number of times you may retake the exam. The fee of $595 is required for each retake.

Q. Where is the CFP® Certification Examination administered?

The CFP® Certification Examination is administered at testing centers in 50 cities throughout the United States. Testing sites for international students may be arranged on a case-by-case basis.

Payment and arrangements to take the CFP® Certification Examination must be made directly with CFP Board at:

1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2299

Florida State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM, 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 PLANNERTM, 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.

Continuing Education Credit

Q. Will I receive continuing education credits (CEUs) for completing each course?

A. Participants receive Continuing Education Units (CEUs), three per course. Our courses are also currently recognized by the Florida Department of Insurance. You can receive 28 credits for our Introduction to Financial Planning course and 24 credits for each of the other five courses. Note: To receive these credits, you must successfully complete the course and request the credits during the course. We cannot report credits past 20 days of the course end date.

At this time we have not sought registration in other states.

Q. What are Continuing Education Units (CEUs)?

A. Florida State University CEUs

A Continuing Education Unit (CEU) is a uniform unit of measurement adopted by the Southern Association of Colleges and Schools to standardize the recording of noncredit continuing education activities. Hard work and commitment to excellence deserve acknowledgment. That is why Florida State University awards CEUs, the nationally-recognized measure of educational accomplishment used by more than one thousand colleges to record successful program completion. A permanent, confidential record of your CEU is maintained as part of your official FSU transcript. This record is updated as participants earn additional units and is readily available to participants or those they authorize. Generally, one CEU is awarded for each 10 contact hours of instruction. Since our assessment is that participation in our online program will require 40 contact hours per course, each of the six course in the program has been approved for 4.0 CEUs.

Education Requirements

Q. What are the education requirements to enroll in the FSU Certificate in Financial Planning courses?

A. While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, it should be recognized that the level of instruction is that of an upper-division college course. Therefore we recommend at least two years of college and two years of finance-related experience. Exceptions will apply for highly motivated applicants who are preparing for a career change to financial planning, and you are own best judge as to your capabilities. If you believe you are in this category, we strongly recommend that you select Introduction to Financial Planning as your first course.

CFP Board DOES have an education requirement: completion of a registered program such as ours, transcript review, or challenge. We strongly encourage participants to become well informed regarding CFP Board’s policy on education and experience before undertaking any CFP Board-Registered Program. See CFP Board’s Guide to CFP® Certification for details.

Bachelor’s Degree Requirement

In addition to fulfilling the education requirement, a bachelor’s degree in any discipline is now required in order to attain CFP® certification. Individuals without a bachelor’s degree may sit for the CFP® Certification Examination, but they must attain a bachelor’s degree before they can achieve CFP® certification.

Exemption

Q. Is there any way to exempt individual courses in the FSU Certificate in Financial Planning Online?

A. The FSU faculty has developed the six-course curriculum to cover CFP Topics 1-89 with no overlap in topic coverage between courses. CFP Board requires education of all topics to be eligible to sit for the CFP Certification Examination. Therefore, we cannot exempt students from individual courses.

Q. Is there any way to exempt some of the course requirements based on completion of other designations (such as the CLU) or academic course work?

A. CFP Board offers both Transcript Review and Challenge. The following is taken from CFP Board’s Guide to CFP® Certification: “CFP Board may waive some or all of the educational component required for certification if (1) You can demonstrate that you have successfully completed appropriate upper-division level college or university course work; and/or (2) You have a CFP Board-recognized credential that can be transferred to meet part of the educational component. You must also be in good standing with the organization that issues the credential. “Course work completed while obtaining the following college or graduate degrees may contain elements of CFP Board’s required topic areas:

  • B.A. or B.S. degree with majors in accounting, economics, finance or insurance
  • M.B.A. or M.S. degree with an emphasis in finance, insurance, tax, financial planning, or accounting
  • J.D. degree
  • LL.M. degree

“CFP Board has approved specific degrees and professional credentials as fulfilling the education requirement for CFP® certification. If you have one of the following degrees or credentials, you will automatically be eligible to sit for the CFP® Certification Examination:

  • Certified Public Accountant (CPA)-inactive license or certificate acceptable
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA)
  • Ph.D. in business or economics*
  • Doctor of Business Administration*
  • Licensed attorney-inactive license acceptable

* from an accredited United States university or college” Note: Arrangements to waive some or all of the educational requirements must be made directly with CFP Board. CFP Board can be contacted at:

1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2299

Grading System

Q. What is the grading scale for FSU’s Online Certificate in Financial Planning courses?

A. Participants are graded on a pass/fail basis with “Pass” being a grade of “C” or better (70%), and this is the only grade reported to CFP Board. However, many students require a letter grade in order to be reimbursed by their employers and so scores are reported to our students using the following letter grade equivalent:

A: 90-100 B: 80-89 C: 70-79 F: 69 or lower

Q. May I repeat a course and replace a lower grade?

A. Generally, our instructors have been willing to work with participants. Retaking the course is certainly an option.

Scheduling Courses

Q. Must the courses be taken in a specific order?

A. The specific order for taking our courses is not rigid. As a general rule, though, the Introduction to Financial Planning course should be taken early on in the series since it provides the “view from 30,000 feet” of the other five courses in the program. We also, in the Introduction to Financial Planning course, follow a “virtual family” through the entire financial planning process as they change careers, have children, buy a house, invest, insure, and plan their retirement. For new financial planners, especially, this course helps put the entire process into perspective.

Both the Retirement Planning course and the Estate Planning course will assume that you have certain basic knowledge. Depending on your experience, and as a general rule, you should take the Investment Planning course before taking Retirement Planning, and you should take the Income Tax Planning course before taking Estate Planning.

Q. Can I enroll for more than one course at a time?

A. Yes. Two online courses could be taken concurrently by choosing from the different cycles posted on the Schedule. We do not encourage or recommend that anyone take more than two at a time but, depending on your experience, motivation, and available time, you may do so. We advise that you allow at least 10 hours per week per course for adequate course preparation.

Q. How long will it take to complete all six courses?

A. Approximately 18 months if you restrict yourself only to the courses in a particular cycle (e.g., by beginning with Introduction to Financial Planning and taking each course in the order listed ending with Estate Planning). The courses rotate and atleast one course begins on the first Friday of every month and are either ten or eleven weeks in length. Depending on how the calendar falls, there will be a two to three week break before the start of the next course in the same cycle.

Q. Are there any vacation periods?

A. Any course in progress during the week which includes December 25th is extended for one additonal week. A new lesson is not posted during that week.

Q. May I just take one course or do I have to take all six?

A. You may take one course or as many as you wish. We issue a Certificate of Completion by email for each course that you successfully complete. However, at least five courses must be completed in our program in order to earn Florida State University’s Certificate in Financial Planning.

If your ultimate goal is CFP® certification, CFP Board requires that you complete their educational requirements through some combination of educational program, challenge, or transcript review. Completion of the six courses in our CFP Board-Registered Program fully meets that requirement.

Why a Career in Financial Planning?

Q. Why should I consider a career in financial planning?

A. Financial planning is an excellent career choice for several groups of people. College graduates will find challenging and rewarding careers in financial planning. Those who already have a chosen professional career, such as attorneys and accountants, will find financial planning an excellent approach for expanding client services and relationships.

Financial planning is no longer reserved for upper middle-class individuals, families, and businesses. The field is growing with the entrance of CPAs, bankers, and others seeking to provide a service many say they need for dealing with today’s complex financial environment.

Q. As a financial planner, what kind of service relationship will I likely have with my clients?

A. What comes first, the client or the products and services financial planners provide? To financial planners, clients’ needs, hopes and fears regarding their financial well-being and success are their primary concern. Capable and knowledgeable in the broad aspects of financial management, the financial planner focuses on the client and is free to recommend those products and services best suited for the client. The ethical financial planner makes informed recommendations independent of the planner’s compensation.

More than 55,000 individuals have sought and obtained the CFP® certification, and each has agreed to adhere to a strict code of ethics. Bankers, lawyers, accountants, and registered investment advisors are joining insurance and securities sales personnel in increasing their ability to meet the needs of their clients in a truly professional service relationship.

Florida State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM, 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 PLANNERTM, 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.

Arrangements to take the CFP® Certification Examination must be made directly with CFP Board at:

1425 K Street, NW, Suite 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2299

Withdrawal Policy

Q. What is the policy on withdrawal?

A. Participants who withdraw do not receive course credit. A record is made only for those who pass. Participants who do not pass are encouraged to discuss the conditions for obtaining a passing grade with the instructor.

Q. What is your refund policy?

A. Cancellations are accepted and full refunds are issued up until either a course begins, or participants gain access to it. Because our courses are available at 12:01 a.m. EDT on the first day, refund requests must be made before close of business the day before. Once a course starts, or the participant has access to the copyrighted material, no refunds will be issued. We will, however, transfer a participant to the next section of the same course on a one-time basis if the request is made in the first 15 days. The 15-day limit may be waived in the event of extraordinary extenuating circumstances, such as military deployment, at the discretion of the administration. After the 15-day limit, students may retake the course at 50% of the regular fee so long as the course is taken within a time frame to allow completion within one year from the date of original enrollment in the course.

Q. May I repeat a course and replace a lower grade?

A. Yes.

What to Expect

  1. General

    Florida State University’s Certificate in Financial Planning program via the Internet has been designed to be informative and user friendly. At the end of our courses, you will have the knowledge needed to continue your education in the most technologically advanced environment. However, in order to successfully use our system there must be some basic understanding of the responsibilities of the university as well as the participants. We hope this provides that guidance.

  2. Expectations

    Here is a list of your responsibilities and our responsibilities:

    • Participants …
      • Must have a working e-mail account.
      • If you change your internet service provider or e-mail address in the middle of a course, you have the responsibility of notifying the instructor immediately.
      • Must have a modern browser. Download the latest browser version available before starting your coursework.
    • FSU does not …
      • Set up e-mail accounts.
      • Set up browsers.
      • Respond to hardware questions such as, “Why won’t my printer work?” or otherwise serve as a generic help desk. (To keep program costs as low as possible, we have elected not to provide this service.)

      Florida State University …

      • Will keep course material current.
      • Will keep its web site current regarding information on its Certificate in Financial Planning Program.
      • Will maintain a Participant Page.
  3. Lessons
    • During registration, you will grant yourself a username and password. Please write this information down and keep it in a safe place as you will use this to register for future courses.
    • To access the lessons, you must be registered. This includes paying for the course.
    • Participants are responsible for obtaining the required textbook for each course as soon as possible following registration. Text prices will range from $100-$200 and can be ordered online or purchased from a local bookstore. About four weeks prior to the start of a new course, information regarding the required text will be posted on the Financial Planning Schedule of Courses.
    • When the course begins, the instructor will notify you and the course will be accessible from our home page at The Center for Academic and Professional Development.
  4. Standards of Progress

    Our courses are group-paced in the sense that everyone starts the same week, takes the midterm during week 5 and the final during Week 10 (Weeks 6/11 for Insurance Planning, Investment Planning, and Income Tax Planning). It is self-paced, however, during lesson/lecture weeks, providing the most flexibility for participants. In other words, you can sit down at your computer at 10 o’clock at night or 2 o’clock in the morning (weeknights, weekends, holidays, etc.) and do your work whenever you feel like it. And while this flexibility exists within a course, the format is designed to “pull the student along” so that an individual does not fall too far behind and so that closure occurs at the end of each ten or eleven week course. Because we do appreciate that our students are busy professionals, our instructors are able to accommodate unexpected scheduling conflicts.

    Additional instructions concerning course progress will be provided by the instructor to registered participants.

    The course materials in this program are copywrited. Copying or other use of the material, except by paid program participants solely for their private use, is strictly prohibited. Participants may download lessons onto private, non-networked computers provided the material is used solely by the participant for review purposes. Additionally, the provisions of the Florida State University Academic Honor Code apply to all facets of this program.

  5. Participants should be aware that neither The Center for Academic and Professional Development nor Florida State University will ask for passwords or credit card numbers to be sent through e-mail. Protect yourself and our program from unauthorized persons seeking this information.

The Dalton Review

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.

Discounts

Call to obtain Discount Codes (850) 644-7542.
Discount Codes MUST be used during the registration process and cannot be applied after the registration is submitted, no exceptions.

FSU Alumni – 10%
All active/inactive Military – 10%
NEW! FSU Alumni Association Members – 15%

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 our certificate program or classes, email or call.

Program Manager
Anthony McDonald
(850) 644-7542
abmcdonald@fsu.edu