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Executive Certificate in Financial Planning
 

We have partnered with leading universities across the country to offer an excellent program. Successful graduates are qualified to sit for the CFP® Certification Examination¹. The Executive Certificate in Financial Planning Program is designed to meet the schedule demands of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Programs are available in nine-month and 12-month curriculums, and cover the following areas:

  • Fundamentals of Financial Planning and Insurance
  • Investment planning
  • Income tax planning
  • Retirement and employee benefit planning
  • Estate planning

For more information regarding our Partner Universities listed below, contact Michelle Keyes at: michelle.keyes@kaplan.com or call 1-800-305-4165 x269.

If you would like to become a Partner University with Kaplan Financial, contact Ryann Gallois at: ryann.gallois@kaplan.com or call 1-800-305-4165 x232.

Our Partner Universities...

Xavier University
Xavier University
Cincinnati, OH

Georgetown University
Georgetown University
Washington, DC
University of Nevada Las Vegas
UNLV
Las Vegas, NV

"The results of the July [CFP® Certification Examination] were just released online. Believe it or not, I actually passed! I believe the Georgetown program definitely gave me a strong competitive advantage in preparing for the CFP® Certification Examination."

- Walter D.
Georgetown University Student








"The Duquesne September ’03 – June ’04 [financial planning] class had a 100% pass rate for those who took the July exam. The overall pass rate according to CFP Board was 60%."

- Richard D.
Duquesne Student

Start Date: 1/31/2008
End Date: 9/25/2008

Start Date: 1/18/2008
End Date: 9/20/2008

Start Date: 1/25/2008
End Date: 9/27/2008

 

University of New Mexico

University of New Mexico
Albuquerque, NM


Rockhurst University
Kansas City, MO

Duke University

Duke University
Raleigh, NC

Start Date: 1/18/2008
End Date: 9/20/2008

Start Date: 1/18/2008
End Date: 9/20/2008

Start Date: 2/8/2008
End Date: 9/20/2008

 

University of Portland

University of Portland
Portland, OR

Duquesne University
Duquesne University
Harrisburg, PA

Duquesne University
Duquesne University
Pittsburgh, PA

Start Date: 1/11/2008
End Date: 9/27/2008

Start Date: 9/6/2007
End Date: 5/22/2008

Start Date: 1/25/2008
End Date: 9/20/2008

 
John Carroll University
John Carroll University
Cleveland, OH

Belmont University
Belmont University
Nashville, TN

Bellarmine University
Bellarmine University
Louisville, KY

Start Date: 1/18/2008
End Date: 9/20/2008

Start Date: 10/2/2007
End Date: 9/23/2008

Start Date: 9/21/2007
End Date: 5/24/2008

 
University of North Carolina Wilmington
University of Tennessee at Chattanooga
Chattanooga, TN

University of Tennessee at Chattanooga
Christian Brothers University
Memphis, TN

University of Tennessee at Chattanooga
San Francisco State University
San Francisco, CA

Start Date: 1/22/2008
End Date: 9/13/2008

Start Date: 1/24/2008
End Date: 1/22/2009

Start Date: 2/11/2008
End Date: 9/6/2008

 
Fordham University
Fordham University
New York, NY


University of Washington
Seattle, WA

 

Start Date: 1/18/2008
End Date: 9/27/2008

Start Date: 1/11/2008
End Date: 9/27/2008

 

1 Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered Online Certified Financial Planning Courses - Certified Financial Planner in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNER™ and Online Certified Financial Planning Courses - Certified Financial Planner certification marks. CFP certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

2 Kaplan Financial and Kaplan University are review course providers for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.





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