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Our students' pass rate on first attempt at the exam is 81%! |
Financial Planner Certificate/
CFP® Exam Prep
Financial planning is a competitive growth industry. This 285-hour, 21-month program is designed to:
- qualify and prepare you for the CFP® Certification Examination
- develop the knowledge and skills needed to provide comprehensive, full service financial planning services
The program is facilitated by prominent professionals and trains 101 core financial planning competencies identified by the CFP Board. The six program modules are:
- Fundamentals of Financial Planning
- Investment Planning
- Insurance Planning
- Tax Planning
- Retirement Planning
- Estate Planning
After completion of all six modules, there is a comprehensive review for each module and a Final Exam review. You must complete each of the six program modules with a passing score to earn the USF Financial Planner certificate and to qualify to sit for the CFP® Certification Examination. USF's Financial Planner program must be completed within a three year period.
CFP Class 27 • March 1, 2010 - October 10, 2011 |
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Estimated Costs |
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| Fee Type: | Before 2/12/10 |
Effective 2/12/10 |
| Application fee (nonrefundable) | $100 |
*$200 |
| Program fee | $3,995 |
*$4,395 |
| Estimated Parking | $300 |
$300 |
| Estimated materials cost | $950 |
$950 |
| Estimated total | $5,345 |
$5,845 |
| Please note: The CFP® Certification Examination (approx. $600) is not included. *Reflected in the chart above are a $100 late application fee and a $400 late registration fee effective Friday, February 12, 2010. |
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Registration is a two-step process.
- Submit an application for admission with a $100 nonrefundable application fee. Download Brochure with application forms and instructions here. Our office will contact you after the application has been reviewed.
- Upon acceptance, you may register by paying the program fees in full or by electing our no-interest deferred payment plan. The payment plan requires an initial payment of $2,495; the remaining balance is paid in two installments of $750.
To obtain the CFP Board's Guide to CFP® Certification or request information, call 303-830-7500 or visit the web site: www.cfp.net.
The CERTIFIED FINANCIAL PLANNER™ certification is the most widely recognized financial planning certification; it is the mark of professionalism. The right to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® marks is granted by Certified Financial Planner Board of Standards, Inc. to persons who meet its rigorous educational, experiential, and ethical standard and pass the certification examination.
USF's Financial Planner Certificate Program is registered with the CFP Board.
For more information, contact Leonor O'Relly, program coordinator:
Email: lorelly@admin.usf.edu • Phone: 813-974-4985
