Online Program
Certificate in Financial Planning
![CFP logo_2](https://learningforlife.fsu.edu/wp-content/uploads/2024/07/cfp_logo_gold-1.jpg)
Overview
As an early pioneer of online delivery, the Certified Financial Planning Program offered by FSU, continues its tradition of academic excellence in the non-credit, professional development space. Our programs provide an established curriculum, a distinguished faculty and two successful program structures that have been designed to meet the diverse needs of those working towards CFP certification.
Program Structure
Online Courses
$495
per core course
Capstone Course
$995
Capstone course
Fast Track Program
ONLINE COURSE
Accelerate your journey through financial planning with our fast-track program, designed to cover key concepts and practical skills in a condensed time frame. Ideal for those seeking to gain expertise quickly without compromising on depth and quality.
Register August 21, 2024
The Fast Track Introduction to Financial Planning course will be available in a
Self-Paced Format
Click to learn more
Program Calendar
Click on a course title for more information about each course including instructor and textbook.
Course
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Course Dates and Registration Links
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Click course title
for more info |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
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Oct. 7, 2022 -
Dec. 18, 2022
Closed
Section 72
|
Apr. 7, 2023 -
June 18, 2023
Closed
Section 73
|
Oct. 6, 2023 -
Dec. 17, 2023
Closed
Section 74
|
Apr. 5, 2024 -
June 16, 2024
In Progress
Section 75
|
Sept. 1, 2023 –
Oct. 15, 2023
Closed
FT-12
|
Feb. 2, 2024 –
Mar. 17, 2024
Closed
FT-13
|
Self-Paced
Upcoming Jan 6, 2025
FT-15
|
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Jan. 27, 2023 -
Apr. 9, 2023
Closed
Section 71
|
July 7, 2023 -
Sept. 17, 2023
Closed
Section 72
|
Jan. 19, 2024 -
Mar. 31, 2024
Closed
Section 73
|
July 12, 2024 -
Sept. 22, 2024
In Progress
Section 74
|
Jan 17, 2025 -
Mar. 31, 2025
Upcoming
Section 75
|
Oct. 20, 2023 –
Dec. 3, 2023
Closed
FT-12
|
Mar. 22, 2024 –
May 5, 2024
Closed
FT-13
|
Mar. 21, 2025 –
May 4, 2025
Upcoming
FT-15
|
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|
May 5, 2023 -
July 16, 2023
Closed
Section 71
|
Oct. 13, 2023 -
Dec. 24, 2023
Closed
Section 72
|
May 3, 2024 -
July 14, 2024
Closed
Section 73
|
Apr. 18, 2025 -
June 27, 2025
Upcoming
Section 75
|
Dec. 8, 2023 –
Jan. 28, 2024
Closed
FT-12
|
May 10, 2024 –
June 23, 2024
In Progress
FT-13
|
Dec. 13, 2024 –
Feb. 2, 2025
Upcoming
FT-14
|
May 9, 2025 –
June 22, 2025
Upcoming
FT-15
|
||
|
Aug. 11, 2023 -
Oct. 22, 2023
Closed
Section 71
|
Jan. 19, 2024 -
Mar. 31, 2024
Closed
Section 72
|
Jan. 10, 2025 -
Mar. 23, 2025
Upcoming
Section 74
|
July 25, 2025 -
Oct. 5, 2025
Upcoming
Section 75
|
Feb. 2, 2024 –
Mar. 17, 2024
Closed
FT-12
|
July 5, 2024 –
Aug. 18, 2024
In Progress
FT-13
|
Feb. 7, 2025 –
Mar. 23, 2025
Upcoming
FT-14
|
June 27, 2025 –
Aug. 10, 2025
Upcoming
FT-15
|
||
|
Nov. 3, 2023 -
Jan. 21, 2024
Closed
Section 71
|
Apr. 26, 2024 -
July 7, 2024
Closed
Section 72
|
Apr. 04, 2025 -
June 15, 2025
Upcoming
Section 74
|
Oct. 10, 2025 -
Dec. 21, 2025
Upcoming
Section 75
|
Mar. 22, 2024 –
May 5, 2024
Closed
FT-12
|
Mar. 28, 2025 –
May 11, 2025
Upcoming
FT-14
|
Aug. 15, 2025 –
Sept. 28, 2025
Upcoming
FT-15
|
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|
Feb. 9, 2024 -
Apr. 21, 2024
Closed
Section 71
|
July 12, 2024 -
Sept. 22, 2024
In Progress
Section 72
|
Feb. 7, 2025 -
Apr. 20, 2025
Upcoming
Section 73
|
July 07, 2025 -
Sept. 21, 2025
Upcoming
Section 74
|
Jan. 16, 2026 -
Mar. 29, 2026
Upcoming
Section 75
|
May 10, 2024 –
June 23, 2024
In Progress
FT-12
|
May 16, 2025 –
June 29, 2025
Upcoming
FT-14
|
Oct. 3, 2025 –
Nov. 16, 2025
Upcoming
FT-15
|
||
|
May 3, 2024 -
Aug. 1, 2024
Closed
Section 33
|
May 2, 2025 -
July 31, 2025
Upcoming
Section 35
|
Oct. 03, 2025 -
Jan. 1, 2026
Upcoming
Section 36
|
Apr. 18, 2026 -
July 18, 2026
Upcoming
Section 37
|
June 28, 2024 –
Aug. 22, 2024
In Progress
FT-12
|
Nov. 29, 2024 –
Jan. 23, 2025
Upcoming
FT-13
|
July 11, 2025 –
Sept. 4, 2025
Upcoming
FT-14
|
Nov. 11, 2025 –
Jan. 16, 2026
Upcoming
FT-15
|
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October 2024
|
February 2025
|
October 2025
|
February 2026
|
October 2026
|
October 2024
|
February 2025
|
October 2025
|
February 2026
|
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November 2024
|
March 2025
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November 2025
|
March 2026
|
November 2026
|
November 2024
|
March 2025
|
November 2025
|
March 2026
|
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TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
TRADITIONAL
TRACK |
NOTICE: Access to the course is NOT Immediate. An account will be manually created for you once your payment has been submitted AND processed which can take 1-2 business days. Regular business hours are M-F 8am – 5pm. Course access information will be emailed to you.
Learn More About Each Course
![Two business partnership coworkers discussing a financial planni](https://learningforlife.fsu.edu/wp-content/uploads/2024/07/AdobeStock_298566001-scaled.jpeg)
Introduction to Financial Planning
ONLINE COURSE
Gain a solid foundation in financial planning principles, including goal setting, budgeting, and the fundamentals of personal finance management.
![Businessman drawing protective and car, family, life and health](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_204402874-scaled.jpeg)
Insurance Planning
ONLINE COURSE
Explore strategies for managing risk and protecting assets through comprehensive insurance planning.
![plant growing step on coins. concept finance and accounting](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_254560450-scaled.jpeg)
Investment Planning
ONLINE COURSE
Learn to optimize your investment portfolio and build wealth through strategic asset allocation and financial analysis.
![United States federal income tax return IRS 1040 documents](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_242090964-scaled.jpeg)
Income Tax Planning
ONLINE COURSE
Master techniques for minimizing tax liabilities and maximizing deductions to enhance your financial efficiency.
![Senior Couple Meeting With Male Financial Advisor At Home](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_210046533-scaled.jpeg)
Retirement Planning
ONLINE COURSE
Develop a personalized strategy to secure your financial future and ensure a comfortable and sustainable retirement.
![House model with real estate agent and customer discussing for c](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_242254418-scaled.jpeg)
Estate Planning
ONLINE COURSE
Create a plan to manage and distribute your assets, ensuring your legacy is preserved and your wishes are honored.
![Financial Planning](https://learningforlife.fsu.edu/wp-content/uploads/2024/08/AdobeStock_74536536-scaled.jpeg)
Capstone Course
ONLINE COURSE
Integrate and apply your knowledge from all previous courses to solve financial planning scenarios and deliver client solutions.
Program Information
- Discounts
- Mission Statement
- Advisory Group
- Faculty
- CFP Rankings
- Accreditation
- What Our Students Are Saying
- FAQs
We currently offer discounts to the following populations:
- All active/inactive U.S. Military – 10%. Must supply:
- Send an email from your .mil account, OR
- Scan and email your military orders, OR
- Scan and email you military ID
- FSU Alumni – 10%. Must supply:
- Full name as it was when you attended FSU, and
- Date of Birth, and
- Graduation Year
- Corporate Group Discount (Executive Fast Track only)
- Reach out to Anthony McDonald using the contact form at the bottom of this webpage.
*Discounts are not cumulative. Only one discount can be used per student.
The mission of the Florida State University Certificate in Financial Planning Program is to offer high quality, interactive and affordable online financial planning courses for those pursuing CFP® certification, as well as those seeking to better educate themselves in financial planning topics.
Florida State University is accredited by the Southern Association of Colleges and Schools (SACS).
Florida State University’s Certificate in Financial Planning Program is a registered program provider of the Certified Financial Board of Standards Inc. (CFP Board). Please see our press release for more details.
Additional information and requirements for attaining the CFP® and CERTIFIED FINANCIAL PLANNER™ certification are listed in our Frequently Asked Questions. Other more specific questions should be directed to the CFP Board at:
Phone: (800) 487-1497
Email: mail@CFPBoard.org
Links: CFP Board’s Guide to CFP® Certification, CFP Board
Evaluations
Cumulative evaluation reports for the FSU Certified Financial Planning Online Program (CFP) were compiled, analyzed, and reviewed by CAPD Professional Program Administrators. The overall averages of the instructors and courses were compiled and rated based on a Likert scale of 1 to 5.
- Instructors: 89% of all instructors were rated good (4) to excellent (5) with 98% of instructors rating average (3) or better.
- Overall program: 86% of all courses were rated good (4) to excellent (5) with 98% rating average (3) or better.
Comments
“What I like most about the curriculum is the combination of doing lectures/ chapters at my own pace –reading, quizzes etc., — and FIXED dates for tests, so that I have some sort of deadline. Good combination for a busy work schedule.”
“The learning experience is fantastic, the course materials would open you up to a world of knowledge from different stand points and then allow you to tailor the pieces to suit your needs in becoming a better Manager. With FSU, you’re sure to be always learning!”
“I continuously recommend FSU’s CFP program to others. I have been very pleased with the home-grown feel, the passionate instruction, the flexibility of the program (pay as you go, longer test windows, etc.,) and the excellent customer service provided by Anthony and E’lexis. Additionally, I sincerely appreciate the military discount you provide. Thank you!”
“The instructor was excellent. It was a great benefit to the course to have an instructor that has a lot of “real-world” experience. The text books are good but nothing trumps practical experience and showing how these concepts are actually applied.”
“The instructor did an outstanding job, was well organized, and kept the course format at a perfect pace with emails, discussion board topics, and the presentation of weekly course material.”
“The instructor was very articulate and understanding. He ensured he carried all students along and gave room for participation, most especially in his response to questions raised.”
“The instructor is well informed, accurate and a good communicator. Despite the fact that the course is an Online course his Style of teaching makes you feel you are there in the classroom with him.”
“The instructor is a really great guy. I appreciate his high degree of professionalism, caring, and intelligence. You guys have an amazing program and I will continue to refer all my friends and colleagues!”
“I particularly find the instructor’s method in making us use our own current situations very helpful and practical. For example, he shared and discussed current examples of types of insurance, what is covered, etc., with other classmates. This made the course very practical.”
“The course was very insightful providing me lots more knowledge about the tax system than I had prior to the course. The average individual really does not have enough information about the “code” and the potential impact on their financial life.”
1. About Our Certificate Program
2. Course Format
3. CFP® Certification
4. CFP® Certification Examination
5. Education Requirements
6. Exemption
7. Grading
8. Scheduling Courses
9. Why a Career in Financial Planning?
10. Withdrawal Policy
11. Does FSU offer a CFP Board Exam review course?
12. Job Opportunities
13. Additional Information
Why Choose Florida State University?
CFP Certification
The curriculum meets the educational requirements of the CFP Board to qualify to sit for the CFP® Certification Examination
Expert Instructors
Expertise in diverse fields with recognized credentials including CFP®, CPA, and J.D.
Established Curriculum
Comprehensive curriculum designed by FSU provides an in-depth understanding of the financial planning process using real-world examples and case studies.
Online Course
Our program is fully online and is text-based (there are no video or audio lectures). Please see FAQs for more information on course format.
Traditional or Fast Track
Whether preferring our Traditional Track or a faster pace with our Executive Fast-Track, students have the choice to learn at their own pace and the flexibility to jump on and off these tracks as they see fit.
Get In Touch or Create an Account
Ready to Get Started?
Let us guide you to achieving your career goals and beyond!