Program Overview

The Live Online Certificate in Financial Planning program is a fully interactive financial planning program designed to meet the education requirements for the CFP® Certification Examination. Some key program benefits of this program is that it is web-delivered live online, it is instructor-led, all live lectures are recorded and available at any time, it is an accelerated program, can be completed in nine months, and students have access to an online Learning Library, to reinforce specific key points on their own.

Using a headset and voice-over-IP technology, students with Internet access can attend a virtual classroom and interact with instructors and fellow students. The program is offered in partnership with Dalton Education, innovators in online financial services education. Unlike most distance learning options, the Live Online Certificate in Financial Planning program is not an Internet self-study program. Composed of former members of the CFP® Board of Examiners and textbook authors, the faculty offers a rigorous, high-quality curriculum informed by their expertise.

All faculty members in the program hold either CFP® certification or a relevant professional designation or license. The accelerated program can be completed in nine months or less, and is presented in six modules including Fundamentals of Financial Planning and Insurance, Investment Analysis and Portfolio Management, Taxation of Persons, Property and Other Entities, Retirement and Employee Benefits, Estate Tax Planning, and Financial Plan Presentation. Upon completion of the Live Online Certificate in Financial Planning program students will have satisfied the course requirements of the CFP Board, gain substantial knowledge and technical skills for professional competency as a financial planner, and have knowledge of all 78 domains mandated by the CFP Board.

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    Program Details

    Degree Level: Certificate

    Delivery Format: 100% Online

    Accelerated Degree:

    Accreditation & Licensing

    Southern Association of Colleges and Schools, Commission on Colleges


    It is strongly recommended that students have a four-year degree before enrolling in the program. The CFP Board requires individuals to have obtained an undergraduate degree prior to being allowed to use the CFP credentials.

    School Overview

    University of Richmond is a private, nonsectarian, liberal arts institution located in Richmond, Virginia. The school was founded in 1830 by Virginia Baptists and grew into one of the most highly-ranked universities in Virginia and the country. The University of Richmond’s coordinate college system is distinctive in American higher education. Students at the University belong to one of the two Colleges: Richmond College for men and Westhampton College for women. Richmond and Westhampton Colleges are uniquely positioned to encourage students to think about gender as a construct, examining how gender has affected their lives, how they may challenge limitations posed by gender, and how gender intersects with other identities.

    U of R is academically divided within the following five schools, which offer degrees at all the undergraduate and graduate levels, as well as certificates:

    • School of Arts and Sciences
    • E. Claiborne Robins School of Business
    • Jepson School of Leadership Studies
    • School of Law
    • School of Professional & Continuing Studies



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