Executive Certification in Financial Planning (CFP)

The Online Executive Certificate in Financial Planning Program is designed for students who prefer self-paced learning and are too busy to commit to regularly scheduled class meetings.  


The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. 

Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.

 Students can customize their educational experience by supplementing their program with additional study aids such:

  • Live End of Course Review, a live online instructor-led summary of the most important concept in the course.
  • Textbook Bundle, receive required textbook automatically.
  • The Dalton Review for CFP® Certificate Examination, considered the premier CFP® review course in the country.

Students can purchase textbooks directly from the publisher if your package does not already include them.

   The Executive Certificate in Financial Planning is a six-course certificate program that allows you to view course work and study at your own pace with internet delivered instruction. 

How You Will Benefit

The Online Executive Certificate in Financial Planning Program is registered with the CFP® Board as an educational provider for individuals preparing to sit for the CFP® Certification Exam. The program is designed to help trained professionals plan, assess and evaluate a client’s financial future through the development of a comprehensive financial plan. As a course participant, you will benefit from:

  • Materials designed by former members of the CFP® Board of Examiners
  • Exam-focused studies
  • Studying the material YOU need to focus on
  • Instructor interaction
  • 4-hour live-online End of Course Reviews

Who Should Attend:

The Online Executive Certificate in Financial Planning Program is designed for professionals in related financial industries seeking to develop the skills and knowledge that help them meet their client’s demands. The program can help both financial professionals and career changers succeed in this rapidly growing profession.


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*To register select Finance 2013-14 from the Programs drop box.


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