Certificate in Financial Planning

Certificate in Financial Planning

‌Fairfield University Students are passing the Exam!

"I just wanted to say thank you for working with me through the process of obtaining my CFP designation. I completed the curriculum last October and was originally going to sit for the exam in November but delayed it until this past March and I am happy to say that I passed and I am officially a Certified Financial Planner Practitioner. Personally, the in class environment and team of professionals you have teaching the courses are what made the difference for me. In addition, the calculator course offered by Dr. Rivera was incredibly helpful and I know made a difference on the exam." Chad L., March 2016 CFP Board Exam Taker

Certified Financial Planner™ professionals have high job satisfaction!

A 2007 survey by Certified Financial Planner Board of Standards (CFP Board) reports that 89% of those who hold the CFP® certification are very satisfied with their career choice because helping people achieve their life goals provides emotional and financial rewards.

Did you know that Fairfield University's cumulative pass rate is higher than the national pass rate?
If you have been thinking of obtaining your CFP® certification but have been putting it off, Fairfield University is pleased to announce a flexible program that will allow you to be eligible to sit for the CFP® Certification Examination in either 12 months or our traditional 2-year or less program.

Our program is designed for the working individual who wants to earn their CFP® designation in a timely manner. We understand the complexities of working, raising a family, and being enrolled in a university program. That is why our courses are designed for you to choose between accelerating through the program or taking it course by course at your own pace.

Each course meets one night a week for 11 weeks from 6:30-10 p.m. Tuition per course is $795.


If you would like to take a one day course that will cover the Financial Calculator, HP10B or HP12c course - contact Eve today!

 

Spring 2018

Course

Dates

Instructor

BB 130 Fundamentals and Principles of Personal Finance

January 11 – March 22 

Craig Cerone, CFP

BB 140 Estate Planning

January 11 – March 22 

Jennifer McGrath

BB 138 Retirement Planning and Employer-Sponsored Benefits

March 5 - May 14

Paul Rivera , Ph.D.

BB 132 Insurance Planning and Risk Management

March 6 - May 15

Michael Strouch, CFP 

BB 139 Capstone

April 14 – May 19

Paul Rivera , Ph.D.

 

** Class meets on Saturdays from 9 a.m. to 5 p.m.

Fairfield University recommends enrolling in a CFP exam review course prior to taking the Board exam. Suggested review courses are provided by KEIRDalton and Zahn.

Fairfield's program for financial planners has been established to meet the need for professionals appropriately trained to assist clients in planning for present and future financial security. The program is designed for people working in the areas of financial planning, insurance, banking, investments, accounting, and law as well as other professionals interested in learning more about the financial planning process.

The curriculum is designed to meet and exceed the criteria set by the Certified Financial Planners Board of Standards, Inc. The CERTIFIED FINANCIAL PLANNER® certification is the best-known certification in the financial planning community. The Fairfield University program has been registered with the Certified Financial Planners Board of Standards, Inc. as acceptable education for the CFP® Certification Examination. Students who complete the six courses may sit for the two-day CFP® Certification Examination.

"Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."

"Fairfield University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® certification marks. CFP® certification is granted solely by the Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements."

Fairfield University awards a Certificate in Financial Planning upon completion of the 6 required courses in the financial planning program. Students must earn a letter grade of "C" or better in each course to sit for the CFP® Certification Examination and to receive the Fairfield University Certificate in Financial Planning.

The following 7 courses are required for the CFP® Certification Examination.

  • Fundamentals and Principles of Personal Financial Planning
  • Insurance Planning and Risk Management
  • Investment Planning
  • Federal Income and Property Taxation
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • CFP® Capstone

Contact

Attn: Eve Liptak
Fairfield University Dolan School of Business
1073 North Benson Road
Fairfield, CT 06824
Phone: (203) 254-4307
E-mail: J. Eve Liptak

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