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CURRENT COURSE OFFERING CFP 38 - Traditional Once-A-Week Program Tuesday Evenings 6:00-9:00 pm Begins January 12, 2010 Application Fee: $200 Tuition for 2009-2010: $4200 Payments Options Available Program Schedule Application to Program |
*If currently unemployed and need financial assistance, you may qualify for some assistance through a state funded program. Contact stilesl@queens.edu or call 704 688-2838 for information today!
COURSE COMPLETION PROGRAM
If you have started working toward CFP® certification in the past but still lack one or more courses, come to Queens to complete your course study. Our program will help you complete the necessary subject areas to satisfy the Educational Requirement for CFP® certification. Call 704-688-2838 for more information about upcoming classes.
To be considered for admission, applicants must hold one of the following:
- Bachelor's degree in economics, accounting, finance or other financial-related major or concentration from an accredited college or university AND have a minimum of one year's work experience in a financial planning related position.
- Bachelor's degree from an accredited college or university in a non-financial major or concentration AND have a minimum of two years’ work experience in a financial planning-related position.
*The degree requirement may be waived on a case-by-case basis if work experience earned is more than five years in a financial planning-related position and if the candidate is working toward a bachelor's degree. See the CFP Board's website for more on this topic. The program director will review such applications and candidates may be interviewed on a case by case basis. To learn more, email Lynda Stiles at stilesl@queens.edu.
Academic Standards
To receive the University's certification, students must pass each of the six courses with a minimum grade of 75 AND they must also obtain an overall average of 80 in all six courses combined. At the end of each course section, students will be given an examination on the material covered in that section of the program. Students will receive a letter notifying them of their score for each examination. If students do not obtain a score of at least 75 on any one of the six course sections, they will have a one time opportunity to repeat that course at no charge when it is next offered and must obtain a minimum grade of 75.
Under the policies of CFP Board, the University must certify students’ successful completion of the program for them to be allowed to sit for the national CFP® Certification Examination. Any questions regarding this policy should be addressed to the Financial Planner Program office.
Our instructors are seasoned veterans from the subject area they teach. Most have achieved the CFP® certification, have advanced degrees and/or professional designations which are recognized nationally as an achievement of professional excellence. All are dedicated to providing a quality educational experience for the participants in the Queens' Financial Planner Program.
Queens University of Charlotte does not offer an overall review for the national comprehensive CFP® Certification Examination (not required but recommended), but nationally known companies either come to Charlotte or other cities to offer reviews:
intensive review uses a special classroom book designed by Ken Zahn. The book is designed so that you will have to take only limited notes. The material in the book is condensed and focused. For courses held in Charlotte, contact them directly at www.kenzahn.com
Students who wish to participate in an intensive review course to prepare for the national comprehensive CFP® Certification Examination should check out this alternative. This is 48 hour review course, held over two weekends. For more information go to http://www.kaplanfinancial.com/
Keir Educational Resources offer review materials and courses. See their website at http://www.keirsuccess.com/financial/live_review_class.asp
Fees for Review Courses are separate from the fees charged for the Queens Financial Planner Program.
CONTACTING THE CFP BOARD OF STANDARDS
For additional information visit CFP® Board website: www.cfpboard.org (click here then on CFP® Certification, then click on Guide to CFP® Certification). The Guide to CFP® Certification booklet will provide information about the CFP certification requirements (click on Overview, The Education Requirement, CFP® Certification Examination, Work Experience, Ethics).
Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, Certified Financial Planner™ and 
certification marks in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.
Queens University of Charlotte does not certify individuals to use the CFP®, Certified Financial Planner™ and .gif){kind=small}
certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.
Program Coordinator:
Lynda Stiles
704 688-2838 - phone
704 337-2415 - fax
stilesl@queens.edu