University of Richmond

28 Westhampton Way, University of Richmond, VA 23173

Program Details

The Online Executive CFP® Certification Education program is an independent, self-paced, 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 completed in more or less time, depending on a student’s schedule. The program consists of six modules Fundamentals of Financial Planning and Insurance, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and Financial Plan Presentation. The courses introduce participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments.

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 course materials can be extended in three-month increments. Students can customize their educational experience by supplementing their program with additional study aids such as live end of course review, a live online instructor-led summary of the most important concept in the course, textbook bundle, and The Dalton Review for CFP® Certification Examination, considered the premier CFP® exam review course in the country.

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    Program Overview

    • Degree Level:
    • Delivery Format:
      100% Online
    • Completion Time:


    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.

    Accreditation & Licensing

    Southern Association of Colleges and Schools, Commission on Colleges

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