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FSU Certificate in Financial Planning Online

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Program Overview


Welcome to The Florida State University Online Certificate in Financial Planning Program. Professional education - where and when you want it - in an interactive and technologically advanced 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. 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.

Program Courses


Instructor Videos

Meet The Instructors

Donna Jordan - Introduction to Financial Planning
James Lee - Insurance Planning
Bruce Hagan - Investment Planning
Bethany Atkins-Rice - Income Tax Planning
Michael Bell - Retirement Planning
Bethany Atkins-Rice - Estate Planning


Useful Links

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 courses are either 10 or 11 weeks in length. We recommend you take the program's six courses in the order shown, if possible.

Course Course Start Dates
Intro to Financial Planning
  Instructor:
Donna
Jordan
Course Completed
Section 28
Course Completed
Section 29
Course Completed
Section 30
Course Completed
Section 31
Course in Progress
Section 32
Jul. 4,
2008
Textbook
Section 33
 
Nov. 7,
2008
Textbook
Section 34
 
Insurance Planning
  Instructor: James
Lee
Course Completed
Section 27
Course Completed
Section 28
Course Completed
Section 29
Course in Progress
Section 30
Jun. 6,
2008
Textbook
Section 31
 
Oct. 3,
2008
Textbook
Section 32
Feb. 6,
2009
Textbook
Section 33
Investment Planning
  Instructor Bruce
Hagan
Course Completed
Section 27
Course Completed
Section 28
Course Completed
Section 29
May 2,
2008
Textbook
Section 30
 
Sept. 5,
2008
Textbook
Section 31
Jan. 2,
2009
Textbook
Section 32
May 1,
2009
Textbook
Section 33
Income Tax Planning
  Instructor Bethany
Atkins-Rice
Course Completed
Section 27
Course Completed
Section 28
Apr. 4,
2008
Textbook
Section 29
 
Aug. 1,
2008
Textbook
Section 30
Dec. 5,
2008
Textbook
Section 31
Apr. 3,
2009
Textbook
Section 32
Aug. 7,
2009
Textbook
Section 33
Retirement Planning
  Instructor:
Michael
Bell
Course Completed
Section 27
Course in Progress
Section 27
Jul. 4,
2008
Textbook
Section 29
Nov. 7,
2008
Textbook
Section 30
Mar. 6,
2009
Textbook
Section 31
Jul. 3,
2009
Textbook
Section 32
Nov. 6,
2009
Textbook
Section 33
Estate Planning
  Instructor:
Bethany
Atkins-Rice
Course in Progress
Section 27
Jun. 6,
2008
Textbook
Section 31
 
Oct. 3,
2008
Textbook
Section 29
Feb. 6,
2009
Textbook
Section 30
Jun. 5,
2009
Textbook
Section 31
Oct. 2,
2009
Textbook
Section 32
Feb. 5,
2010
Textbook
Section 33
To remain current, course textbooks may not be assigned until 4 weeks prior to a class.

  Course Completed   Course In Progress   Course Available