CFP® Certification Financial Planning Education Program
Why pursue your Certified Financial Planner Certification?
The financial planning industry is evolving rapidly, with a growing demand for skilled professionals to help individuals and businesses navigate their financial futures. Earning the Certified Financial Planner (CFP®) certification is one of the best ways to stand out in this competitive field, offering credibility, career advancement, and financial rewards. If you’re considering a career in financial planning, read our latest blog post with all the reasons why pursuing a CFP® certification is a smart move.
Program overview
We offer a CFP® Board-approved program that prepares students to take the CFP® Exam. Our material and class instructions cover the 72 Principal Knowledge Topics prescribed by the CFP® Board. Our courses are designed to meet your needs, whether you are a career changer or longtime planning professional.
The program aims to prepare students for rewarding careers as financial consultants to individuals, families, and small businesses. The curriculum builds a foundation to provide advice about investment, tax, and estate planning, as well as on issues such as risk management, employee benefits, and business succession.
Students who successfully complete all the required courses and satisfy the CFP® Board’s education requirement will be eligible to sit for the CFP® exam. See CFP® Board’s education requirement. Upon completion, students will receive a certificate of completion from Fairleigh Dickinson University which they can proudly display on their wall and share with their clients.
Program design and delivery
The curriculum includes seven CFP® courses fully aligned with CFP® Board mandated topics. The program is scheduled and designed to successfully prepare for the CFP® exam, and timed to be completed about four (4) months before the CFP® exam; maximizing your preparation time.
- Fully live instruction on Zoom, ensuring real-time engagement for working professionals. All sessions are recorded and made available for flexible, on-demand review
- Total program length: 13 – 14 months; accelerated yet structured
- Meets one evening per week for eight (8) weeks plus three (3) Saturday mornings per module with a one week break in between modules
The courses range from introductory areas to more specific areas of focus. Briefly, the seven courses, are listed in sequence are:
- CFP6100: General Principles of Financial Planning
- CFP6200: Risk Management & Insurance Planning
- CFP6300: Investment Planning
- CFP6400: Income Tax Planning
- CFP6500: Retirement Planning
- CFP6600: Estate Planning
- CFP6700: Capstone in Financial Planning
FDU Admissions Requirement
To join the program and sit for the CFP® exam, students need a baccalaureate degree in any discipline from an accredited college or university.
Program faculty
Instructors for this program have a range of expertise, specializations and financial work experience. Most, if not all, hold a CFP® designation with most having more designation such as MBA, CPA, JD, CFA, and various professional certifications.
CFP® licensure
For information about the CFP® Board’s education and experience requirements, exam fees, and test information, click here.
