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

McColl School of Business

School of Business

On CampusAvailable Evenings

Overview

As a CFP Board Registered Program, Queens University’s CFP Program delivers a robust curriculum in a cohort-based, in person method. Upon completion of this 23-month program, students are eligible to sit for the CFP Board exam. The seven modules: Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and Financial Plan Development Capstone, are administered by five, highly respected instructors in the financial planning field. Our program has run continuously for over twenty years with more than 1,200 students successfully completing the course.

"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 

Course Schedule

Schedule

Meets Tuesday evenings from 6-9 p.m.

Program Length: 23 months

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

Tuition and Registration

Total cost: $5,425 (Payable by module or in full)
*Queens University Alumni are eligible for a discount

Registration Fee: $100

Priority Registration date: July 2nd

Registration Form

CFP Board

Queens University works closely with the CFP Board as a registered program to provide the most up to date material based on the Principle Knowledge Topics published by the CFP Board. Visit www.cfp.net for more information.

Useful Links

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Contact Us

Elizabeth Rohan
CFP Program Coordinator
704-337-2309
rohane@queens.edu

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