Skip Navigation

Executive Education

Online Executive Certificate in Financial Planning

For more information:
(877) 426-2373

Register Here

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.

The Online Executive Certificate in Financial Planning is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months, but can be finished faster, and consists 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

Study at Your Own Pace

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 is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the online course materials can be extended in three-month increments at no additional charge.

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.

Register or Learn More

For more information on the customizable options and to register, please visit http://fppepperdine.course-central.com or call (877) 426-2373.

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

Register Here

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.