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:
- Provide accurate and timely information in key areas of financial planning.
- Meet the educational requirements of CFP Board to qualify to sit for their CFP® Certification Examination.
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
- Enrollment Information
- What our Students are Saying
- Guide to Certification - Link to CFP Board Website
- CFP Board Website
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 32
|
Course Completed Section 33
|
Course Completed Section 34
|
Course Completed Section 35
|
Course Completed Section 36
|
Nov. 6, 2009 Textbook Section 37
|
Mar. 5, 2010 Textbook Section 38
|
|
Insurance Planning Instructor: James Lee |
Course Completed Section 31
|
Course Completed Section 32
|
Course Completed Section 33
|
Course Completed Section 34
|
Course Completed Section 35
|
Feb. 5, 2010 Textbook Section 36
|
Jun. 4, 2010 Textbook Section 37
|
|
Investment Planning Instructor Bruce Hagan |
Course Completed Section 31
|
Course Completed Section 32
|
Course Completed Section 33
|
Course in Progress Section 34
|
Jan. 1, 2010 Textbook Section 35
|
May 7, 2010 Textbook Section 36
|
Sept. 3, 2010 Textbook Section 37
|
|
Income Tax Planning Instructor Bethany Atkins-Rice |
Course Completed Section 31
|
Course Completed Section 32
|
Course Completed Section 33
|
Dec. 4, 2009 Textbook Section 34
|
Apr. 2, 2010 Textbook Section 35
|
Aug. 6, 2010 Textbook Section 36
|
Dec. 3, 2010 Textbook Section 37
|
|
Retirement Planning Instructor: Michael Bell |
Course Completed Section 31
|
Course Completed Section 32
|
Nov. 6, 2009 Textbook Section 33
|
Mar .5, 2010 Textbook Section 34
|
Jul. 2, 2010 Textbook Section 35
|
Nov. 5, 2010 Textbook Section 36
|
Mar. 4, 2011 Textbook Section 37
|
|
Estate Planning Instructor: Bethany Atkins-Rice |
Course Completed Section 31
|
Oct. 2, 2009 Textbook Section 32
|
Feb. 5, 2010 Textbook Section 33
|
Jun. 4, 2010 Textbook Section 34
|
Oct. 1, 2010 Textbook Section 35
|
Feb. 4, 2011 Textbook Section 36
|
Jun. 3, 2011 Textbook Section 37
|
| To remain current, course textbooks may not be assigned until 4 weeks prior to a class. | |||||||
| Course Completed | Course In Progress | Course Available |
