In partnership with Kaplan Financial Education, our education program enables you to satisfy CFP Board requirements necessary to sit for the national exam. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Taught by working professionals, our flexible and convenient learning options allow you to master the 8 major domains covered on the CFP® exam.
The Certificate in Financial Planning is a sequential six-course program that meets
on Friday night and Saturday, every other weekend (when possible). Students can expect
to complete the program in nine months.
*Most courses will be hybrid (mixture of live and online classes).
Additional Credentials Available: CRPC-Charter Retirement Planning Counselor, AWMA-Accredited Wealth Management Advisor
General Financial Planning Principles, Professional Conduct, and Regulations*
Risk Management, Insurance, and Employee Benefits*
Investment Planning
Tax Planning
Retirement Savings and Income Planning
Estate Planning
Financial Plan Development
*These courses are typically combined.
The next cohort will begin in September 2020. The schedule of courses is now available!
To be part of the September 2020 cohort, (1) Complete the online application and (2) submit your resume and academic transcripts (undergraduate and graduate,
if applicable) to Program Director-Dr. Yuanshan "Jimmy" Cheng.
Tuition is based on the registered courses (cost does not include materials/books):
Full CFP® Program --- $4,900
General Financial Planning Principles, Professional Conduct and Regulations --- $799
Risk Management, Insurance, and Employee Benefits --- $799
Investment Planning --- $799
Tax Planning --- $799
Retirement Savings and Income Planning --- $799
Estate Planning --- $799
Financial Plan Development (Captstone) --- $899
For additional information about the program or how to enroll in the next cohort, contact Dr. Yuanshan "Jimmy" Cheng at winthropcfp@winthrop.edu or 803/323-2162.
