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Executive Certificate in Financial Planning Program

 

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Delaware State University, in partnership with Kaplan Financial Education, offers an education program that enables you to satisfy CFP Board requirements necessary to sit for the national exam. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Taught by working professionals, our flexible and convenient learning options allow you to master the 8 major domains covered on the CFP® exam. Courses can be taken individually, or the full course can be taken sequentially and completed within nine months.

A US level 4-year bachelor’s degree is required for admission to this program. Consideration for exception to the degree requirement may be considered depending on financial work experience. Contact the program director, Dr. Nandita Das, to inquire about an exception at ndas [at] desu.edu.

 

TO LEARN MORE ABOUT CFP, please register for one of our upcoming online webinars:

November 1, 2018 @ 11:00 AM CST/12:00 PM EST:  https://attendee.gotowebinar.com/register/2244024461444468738.

December 6, 2018 @ 11:00 AM CST/12:00 PM EST:  https://attendee.gotowebinar.com/register/4309679155570639106.

 

FALL 2018: The next scheduled session will begin on September 7, 2018. Class sessions are held Friday nights from 6 to 9:35 PM and Saturdays from 8:15 AM to 4:30 PM. Please view the course schedule for more complete information.

The available courses include:

  1. General Financial Planning Principles, Professional Conduct, and Regulation/Risk Management, Insurance and Employee Benefits (48 Hours). Cost:  $750.

  2. Investment Planning (36 Hours). Cost:  $750.

  3. Retirement Savings and Income (36 Hours). Cost:  $750.

  4. Tax Planning (36 Hours). Cost:  $750.

  5. Estate Planning (36 Hours). Cost:  $750.

  6. Capstone Case Course in Financial Planning (36 Hours). Cost:  $850.

Courses may be taken individually or the full nine-month program can be purchased at a $100 savings ($4500). Please view the course descriptions for more complete information

Additional Costs:  Textbooks must be purchased by students prior to the start of each course. Click here for a list of textbooks required for each course. To purchase your textbooks you may call 888-450-4681 or visit your student portal.

 

CANCELLATION, WITHDRAWAL, AND REFUND POLICY:

A participant who withdraws in writing up to one-week (seven business days) prior to the starting date of the course will receive a refund, minus a $200 withdrawal fee. If the course is canceled due to not meeting the minimum enrollment, or due to unforeseen events you will receive a full refund. This does not include the cost of any books or materials purchased separately.

 

PAYMENT DEADLINE:  Seven (7) business days before the start of each course.

 

ENROLL NOW: 

Please call Sarah Greene at 302-857-6820 to enroll in the course.