CFP® Certification Financial Planning Education Program | Queens University of Charlotte

Certification in CFP® Financial Planning Education Program

McColl School of Business

School of Business

On CampusAvailable Evenings


Most people know the CFP® certification has become the gold standard for financial planners, who help individuals meet their life goals by effectively managing their financial resources.

However, the process of learning is often overlooked by adults seeking advanced degrees, certificates and certifications. The learning method you choose will have a major impact on passing the CFP Board examination. So, as you research accessible, practical and effective CFP preparatory programs, be sure to consider the ways in which you learn best.

"An important part of the Queens [CFP certification] was instructors already IN the field of financial planning, most of whom were CFP professionals. These instructors gave so many tips on what kinds of things we would need to know to pass the CFP exam, insights into how to work with clients and so much more." -Jenny I. Martella, Associate, Keatley Wealth Management, LLC

Many online programs have the appeal of convenience and control over the pace of learning. However, this type of format may hinder comprehension and retention. Consider the value of joining us in a traditional, seated, cohort learning experience. We offer:

  • A challenging certificate course from the McColl School of Business
  • Beneficial questions, answers, illustrations and stories from classmates
  • Small class sizes and one-on-one attention
  • Qualified and engaging instructors (practicing CFP's) invested in your success
  • Opportunities to build upon your professional & social network
  • Regular cadence/schedule and healthy accountability
Mark Zeller

Program Details

The Queens CFP education program is comprised of seven modules:

  • Fundamentals of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Financial Plan Development Capstone

If you are interested in learning more, there will be a virtual information session on May 26th, 2021 at 5:30 p.m. A link will be provided prior to the session.

Register for the Information Session 


Meets Tuesday evenings from 6-9 p.m.

Program Length: 23 months

The next program is scheduled to begin August 24, 2021.


$5,425 (books not included)

The program fee can be paid upfront or per module

CFP Board

The Queens program is reviewed by the CFP Board every two years. The program was most recently reviewed and approved April 4, 2018.  You are encouraged to contact the CFP Board for any questions on criteria for approval.

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Elizabeth Rohan
CFP Program Coordinator

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