Certification IN CFP® Financial Planning Education Program
School of Business
Whether you've already been working in finance or you've decided to make a career change, becoming a certified financial planner is a must for making the most out of your financial planning career. By becoming certified, you will gain instant credibility with clients, enhanced career and professional opportunities, and increased earning potential. Earning the profession's highest achievement is also useful for bankers, wealth management advisors, accountants, tax managers, insurance producers and lawyers, among other jobs.
At Queens, each module in the CFP® Certification Financial Planning Education Program is taught by experts in their fields. Each has a different teaching style and personality, keeping the classes fresh and interesting for students. Instructors don't just teach for the exam, although that is certainly a large part of it, but also for long-term success on how to be a practicing CFP. The program lasts 22 months, giving students an extensive course that allows them to jump right into the world of financial planning with ease when they finish. Classes are no bigger than 10 to 15 students, keeping them small enough to give students personal interaction with their instructors. Class meetings are convenient for busy students, only meeting once per week. Finally, if a student wants additional studying for the exam, they can get a discounted bundle to also participate in The Dalton Review®.
"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
Our program's reputation keeps employers coming back for more. Companies frequently hire our students and many of them even give us job listings and offerings first, listings and offerings we then pass onto our current students. Futhermore, our CFP class is deeply rooted with the Charlotte FPA (Financial Planners Association). In fact, most all of our instructors are members and some are even officers. Partnership with the Charlotte FPA affords us the opportunity to send 2 students each month to the FPA Luncheon, participate in their annual symposium, and any socials they sponsor. Our relationship with this organization has aided students in becoming versed in the CFP world of Charlotte, as they get to meet and network with the FPA members on numerous occasions. This partnership, combined with contacts our instructors have, are useful for helping students get in touch with whoever they need to in order to fulfill any experience requirement they may have for the CFP.
Get to Know the Experience
Prospective students are invited to sit-in on a class to help them decide whether or not they want to choose Queens for their CFP course. By doing so, they'll get to take a look at our facilities, speak with instructors, and, most importantly, talk with current students about the program. Additionally, if a prospective student wants to talk with a former student who has already completed the course, we can connect them together. By talking with real students who have participated in the program, you will get an opportunity to learn about the real experience of our CFP program. Additionally, if you'd like to look at the course schedule, you can find it here.
The Queens CFP program is comprised of seven modules, plus the option for The Dalton Review® at the end. The program begins with Fundamentals of Financial Planning, followed by Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning and ends with a Financial Plan Development Capstone. If you are interested in learning more about the program, there will be an information session on June 25, 2019 at 5:30 on the Queens Campus.
The cost of the program is $4,950 with a $100 non-refundable application fee. The exam fee is currently $595. The $100 application fee helps us reserve your place in the class. The $4,950 program fee can be paid for up-front or with an optional payment plan. If you drop out within the first seven days of the course, we will issue a refund; after day seven, there are no refunds. If you pay the full tuition and drop out for some reason, you will have the opportunity to re-enroll in a future class within 1 year from the point that you withdrew- or the next time the classes required are offered again.
The Queens program is reviewed by the CFP Board every two years. The program was most recently reviewed and approved April 4, 2018. In order to be approved by the CFP Board, we have to submit all of our materials used in marketing, program resources and registration criteria and our entire curriculum and instructors are evaluated. You are encouraged to contact the CFP Board for any questions on criteria for approval.
Lisa M. Morgan