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Course Details

See below for the Financial Planner course's seven modules. There are assessments throughout the course. Students must maintain certain academic standards in order to successfully pass each module.

To receive the Financial Planner certificate from Queens, students must pass each of the following course modules with a minimum grade of 75 and maintain a cumulative average of 80:

Fundamentals of Financial Planning
A pre-requisite for other courses within the certification schedule; offers a comprehensive overview of the fundamentals of financial planning.
Investment Planning
Prepares students with skills to effectively evaluate various investment vehicles in accordance with the investment objectives.
Insurance Planning
Provides a complete overview of risk management and insurance planning.
Retirement Planning
Teaches methods of gathering information and selecting appropriate options to achieve a client's retirement goals.
Income Tax Planning
Supplies participants with the information and techniques critical for effective tax planning.
Estate Planning
Presents a complete overview of the various methods, tools and techniques necessary to develop effective estate plans.
Financial Plan Development Capstone
Provides extensive case study and financial plan writing experience, applying the principles and skills studied in the Financial Planner Program.
The Dalton Review
Queens University Students receive a discount on The Dalton Review, the nation’s best comprehensive review course for the CFP® Certification Exam.



  • The upcoming certification schedule can be found here.
  • Costs: $100 application fee (NON-REFUNDABLE), $4,950 tuition, books are additional.

Please contact Lisa M. Morgan for additional program information at 704.337.2309 or

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