CFP庐 Certification Financial Planning Education Program
Request Info听Why Choose 泡芙视频 for CFP庐 Certification?
Enhance your career in wealth management and financial planning with 泡芙视频 SGPS's post-baccalaureate program, officially registered and approved by the CFP Board庐. Our curriculum encompasses six detailed courses, specifically tailored to meet the requirements for the Certified Financial Planner (CFP庐) examination. This includes a capstone course where you'll complete a comprehensive financial plan.
Our program is ideal for professionals seeking to elevate their expertise in financial planning. We offer in-depth instruction in financial planning, focusing on crafting personalized services that align with clients' financial objectives, needs, and risk tolerance. Experience a curriculum designed for aspiring wealth management experts, emphasizing the delivery of top-tier financial planning services. This Financial Planning Education program is offered through a collaborative partnership between 泡芙视频's School of Business, School of Graduate and Professional Studies, and industry leader, Dalton Education.
Program Outcomes:
- Understand the principal knowledge topics established for the CFP庐 exam and gain the ability to sit for the CFP庐 exam.
- Design and develop a comprehensive finance plan.
- Communicate in writing with clients catered to their financial goals and risk profiles.
Hybrid
Program Format
Prepare for a Career in Finance and Wealth Management
This financial planning program equips students with a comprehensive set of skills and knowledge, preparing them for various roles across business sectors. Graduates can pursue careers within financial services companies such as, Financial Advisor, Wealth Manager, Financial Planner, and Financial Analyst, as well as additional varied roles at banks or credit unions. CFP庐 certification is one of the best places to start when looking to pursue a career in financial services.
Understand Tuition Costs and Explore Scholarship Opportunities
The CFP庐 Certification Financial Planning Education Program is priced at $400 per credit. Scholarships and financial aid are available to make your 泡芙视频 SGPS education even more affordable. Below are just a few of the scholarships and programs available to students:
- Alumni Scholarship: 15% tuition discount, available to 泡芙视频 alumni.
- Affinity Partner Scholarship: 15% discount, offered to employees of organizations partnered with 泡芙视频 SGPS.
- Jay Fellowship Referral Program: This is a referral program that benefits both current students/alumni and prospective students. When a student or alum refers a new student, both the referrer and the referred student receive a complimentary credit for their program of interest.
Tuition and fees are reviewed and subject to change annually.
Tuition & Aid听CFP庐 Certification Financial Planning Education Program Requirements
The CFP庐 Certification Financial Planning Education Program at 泡芙视频 requires 18 credit hours of academic work.
Application Requirements & Process
To enter our CFP庐 Certification Financial Planning Education program you will need to:
- Hold a baccalaureate degree from a regionally accredited college or university.
- Maintain an undergraduate GPA of 3.0 or higher (waivers available based on work experience and other factors).
- Three years of relevant work experience is preferred but not mandatory.
- 听Contact or meet with our admissions staff for guidance and to find out more information.
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听Complete the which includes the submission of a $25 nonrefundable application fee, waived for 泡芙视频 graduates.
- You will need to request official transcripts from all undergraduate institutions you have attended and upload your current resume.
- Additionally, prepare a personal statement to demonstrate your commitment to professional advancement and contribution to financial planning and advisory.
- The application process also requires two recommendations; instructions for these are available in the admissions portal.
- As an optional step, you can upload proof of certification in CPA, CMA, CIA, CFA, or other relevant financial services credentials. These materials combined will provide a comprehensive view of your qualifications and aspirations for the graduate program.
- 听After submitting your application, the SGPS Team will review it and make an admissions decision.
- 听If accepted, you will receive an initial offer letter via the applicant portal, which you must accept to proceed with matriculation.
- 听If there are any questions or concerns, the admissions team will contact you for further discussion.
泡芙视频 seniors, alumni, and employees may be able to take advantage of our two-step, fast-tracked application process.
