The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to attain your CFP® certification. The CFP® Certification Education Courses are designed to fulfill the education requirement to sit for the CFP® Certification Examination in less than a year. The CFP® Certification Capstone Course takes 4–6 weeks on average. Whatever your learning style or educational needs, we have the perfect program for you.
- Access to coursework on fundamentals of financial planning & insurance, investment planning, income tax planning, retirement planning & employee benefits, estate planning, and a capstone course to apply your learning by preparing and presenting a comprehensive financial plan.
- Email instructors at any point while you work through the material
- Personal advisor will check in on your progress to keep you on track with the curriculum
- Access to textbook, testbank, and calculator book
- Price: $4,695
- In addition to the materials from the Self Study course you will also receive access to a comprehensive review course with extra materials to prepare you to pass the CFP exam
- The review includes 36 hours of instructor-led classes in your choice of online or in-person format, and live office hours for extra help.
- You will also receive additional practice tests, question banks, mini cases, comprehensive cases, mock exams, recorded lectures, the Exam Readiness Predictor, and more.
- Price: $5,195
- Access to coursework on fundamentals of financial planning & insurance, investment planning, income tax planning, retirement planning & employee benefits, estate planning, and a capstone course to apply your learning by preparing and presenting a comprehensive financial plan.
- Engage with instructors during live virtual classes or contact through email
- Participate in live exam preparation with instructors
- Personal advisor will check in on your progress to keep you on track with the curriculum
- Access to textbook, testbank, and calculator book
- Price: $7,195
- In addition to the Instructor-Led Online program, the exam review gives you access to study materials and tests, the Exam Readiness Predictor, question banks, mini-cases, comprehensive cases, mock exams, recorded lectures, and digital flashcards
- The review includes 36 hours of instructor-led classes in your choice of online or in-person format, and live office hours for extra help
- The Dalton Review® Guarantee To Pass™ provides knowledge tests at the end of each milestone with an unlimited amount of attempts for these tests
- Receive one on one coaching for exam readiness and access to supplemental lectures and questions
- If for some reason you do not pass your exam, there is a 100% money-back guarantee for those enrolled in the Gauranteed to Pass™ program who meet the terms of the guarantee
- Price: $8,295
If you have one of the following credentials, you are automatically eligible to sit for your CFP® exam once you complete the Capstone Course*:
- Ph.D. in business or economics
- Doctor of Business Administration
- Licensed Attorney – inactive license acceptable
- Licensed Certified Public Accountant (CPA) – inactive license acceptable
- Chartered Financial Consultant (ChFC)
- Chartered Financial Underwriter (CLU)
- Chartered Financial Analyst (CFA®)
- CFP® certification from the Financial Planning Standards Board Ltd. (FPSB) Affiliate located in your territory of residence outside the U.S.
*The deadline to complete this CFP Board approved Capstone Course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam. See exam dates and pricing.
Explore Dalton’s Capstone Course Bundles
For more information, click here OR call 877-426-2373 OR send an email to scucfp@course-central.com