Program Overview

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 Details

    Degree Level: Certificate

    Delivery Format: 100% Online

    Accelerated Degree:

    Accreditation & Licensing

    Southern Association of Colleges and Schools, Commission on Colleges

    Requirements

    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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