Financial Planning Certificate | Executive Education | Graziadio Business School | Pepperdine University

Certificate in Financial Planning

Executive Education Programs

Each year, a growing number of people seek professional financial advice. The U.S. Bureau of Labor Statistics predicts substantial continued growth in career opportunities for financial planners through 2014*. CERTIFIED FINANCIAL PLANNER™ certification is the credential consumers recognize, respect, and demand when choosing a financial planner.

In partnership with Dalton Education, Pepperdine offers two programs designed to fulfill the education requirement to sit for the CFP® Certification Examination. The Online Executive Certificate in Financial Planning is an independent, self-study, online education program and the Web-Delivered Certificate in Financial Planning is a live-online, instructor led education program. Both programs consist of six modules including:

  • Fundamentals of Financial Planning and Insurance
  • Investment Planning
  • Income Tax Planning
  • Retirement and Employee Benefit Planning
  • Estate Planning
  • Financial Plan Presentation

Program Supplements

Students can customize their educational experience by supplementing their program with additional study aids such:

  • Live End of Course Review, a live online instructor-led summary of the most important concepts in the course – included when registering for the program.
  • Textbook Bundle, receive required textbooks automatically.
  • The Dalton Review for CFP® Certification Examination, considered the premier CFP® examination review course in the country.
Online Executive Certificate in Financial Planning Web-delivered Certificate in Financial Planning
Self-paced. Online. Customized Learning. Live. Online. Instructor-led.

The Online Executive Certificate in Financial Planning program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.

The Web Delivered Certificate in Financial Planning (Live Online, Instructor-led) is a fully interactive financial planning program designed to meet the education requirements for the CFP® Certification Examination.

Classes meet online two nights per week, for two hours each night. With this program, you can attend class from home or work, no need to fight traffic, worry about parking or leaving work early. Communicate with the instructor and other students using a headset or just listen through your speakers. The accelerated live online program can be completed in nine months.

Benefits of this program:

Benefits of this program:

  • The program is designed to be completed in 9 months (or less). There is a one-time complimentary 3-month extension and further extensions can be purchased for a minimal fee.
  • The program is designed by former members of CFP Board's Council on Examinations. If anyone knows what's on the CFP® exam, they do.
  • Students can go into as much detail on a subject as they want. If you know the topic, move on. If you don't, drill down into the online content to learn more.
  • Easily transfer to our Web Delivered (Live-Online) CFP® Certification Education Program, if self-study isn't right for you, and receive financial credit for what you paid towards the Online Executive CFP® Certification Education Program.
  • Students enrolling in the Guarantee To Pass™ package are guaranteed to pass the CFP® Exam or receive a 100% refund.
  • Learn from the country's premier faculty, many of whom are former members of the Board of Examiners.
  • Pre-study lectures allow you to spend more or less time on a particular subject.
  • Gain heightened credibility from prospective clients with a Certificate in Financial Planning, from a prestigious University.
  • If you miss a class, don't worry. All classes are recorded for playback at anytime that is convenient for you.

Learn More

For more information on the customizable options and to register, please visit or call (877) 426-2373.

To learn more about the CFP® certification exam and the certification process, visit: or contact CFP Board at (800) 487-1497.

Dalton Review

This program is offered in partnership with Dalton Education, LLC, a leading provider of innovative education solutions in financial planning. Dalton Education offers the leading CFP® examination review course in the industry, THE DALTON REVIEW® for the CFP® Certification Examination. No other review course is as comprehensive and exam focused as THE DALTON REVIEW® for the CFP® exam.

*U.S. Department of Labor, Bureau of Labor Statistics, Occupational Outlook Handbook.