Certificate in Financial Planning

More than ever, there is a need today for Certified Financial Planners. Helping people manage investments and reach financial goals is a job that requires professional skills and knowledge. Benedictine University's Certificate in Financial Planning Program is designed for those looking for a career in the financial, banking, accounting and insurance fields as well as working professionals seeking a career change.

The CFP® mark is the best-known credential for financial planning professionals. Benedictine University's Certificate in Financial Planning program is registered with Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.* The program is designed for professionals in the financial field as well as those seeking a career change.

Kaplan Schweser Partnership

Benedictine University and Kaplan Schweser have formed a partnership to offer the CFP certification program. Kaplan Schweser is the leading provider of financial planning and education materials. Kaplan Schweser has helped more than 13,000 financial professionals pass the CFP® Certification Examination.


Preparation For The CFP® Certification

The Benedictine University Certificate in Financial Planning program is designed to meet the active schedules of working professionals. Our program is designed for both the experienced and the newcomer to financial management. Benedictine University is registered with the Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification. Why should you consider becoming a Certified Financial Planner™? The answer is opportunity and growth. According to research by Aite Group as reported on the CFP website:

  • Individual professionals with CFP® certification generate 40 to 100 percent more proceeds than those without certification. Those in a team environment with CFP® certification generate 30 percent more.
  • Professionals with CFP® certification are more likely to have lasting clients on a regular basis where they are able to manage 45 percent of the clients' assets for an AUM-based fee.
  • CFP® professionals with less than 10 years of experience are twice as likely to earn $215,000 annually. Thirty-five percent of professionals with certification with more than 10 years of experience earn that much, compared to 23 percent of professionals without certification.
  • Of clients who worked with a financial advisor with CFP® certification, 87 percent were satisfied or very satisfied compared to those who worked with an advisor without certification where only 72 percent were satisfied.

Upon successful completion of Benedictine University Certificate in Financial Planning program, students will receive a certificate of completion from Benedictine University.

Benedictine University is registered with the Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification. Benedictine University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™ and certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP board-registered program, have met its ethics, experience and examination requirements.

All programs are offered on a non-credit basis and are not transferable to a degree. Pre-requisites of education and/or experience may be required for some programs prior to enrolling. The curriculum for all programs is based upon the legal system, processes and industry application within the United States. Completion of this program does not guarantee success on the CFP exam itself or employment.

Course Formats

Classroom

Students who successfully complete the certificate program either in the classroom or online will be eligible to participate in the CFP® Certification Examination. Classes typically start in January and September of each year and meet every other week on Friday evening and all day Saturday for nine consecutive months. Classes are offered at Benedictine University in Lisle, Ill and Mesa, AZ.

Online

Online is self-paced and generally completed in nine months. Students are free to accelerate their learning rate or take more time if needed. The online format of the CFP program is available on your schedule, with no specific start dates. Students are free to set their own schedule.

General Curriculum Overview

  • General Financial Principles, Professional Conduct & Regulation and Risk Management, Insurance and Employee Benefit Planning - 48 hours
  • Investment Planning - 36 hours
  • Tax Planning - 36 hours
  • Estate Planning - 36 hours
  • Retirement Planning - 36 hours
  • Capstone Case Course in Financial Planning - 45 hours*

* The capstone case class is 45 hours, which includes 36 hours of in-class time plus nine hours for case projects including outside meetings with instructor and student teams.

Admission Requirements

Those wishing to participate in the certificate program must have a four-year degree to obtain CFP® designation. Applicants must submit a current resume denoting a four-year degree. Any requests for exceptions to the above admissions requirements must be made in writing to Ronald Finnigan, program director. at rfinnigan@ben.edu or (630) 829-1383.

Admission Criteria
  • A four-year degree from an accredited university*
  • Computer literacy
  • Access to a computer throughout program
  • A valid email account
  • Fluency in English, including reading and writing
  • Complete registration
  • Resume denoting a four-year degree submitted prior to start of program

Benedictine University reserves the exclusive right, at its discretion, to withhold registration or require withdrawal from the program of any student or applicant. Students are not matriculated Benedictine University students and university student privileges do not apply.

*Students with a degree earned from a university outside the United States will need to verify eligibility of their institution with the CFP board before applying for this program. A request for exception to the four-year degree admission requirement must be made in writing to the program director. Approval of exception is at the discretion of the program director.

How to Apply

Apply for the Certificate in Financial Planning program today. In order for your application to be considered complete, you must email a copy of your current resume denoting a four-year degree.

Tuition

Cost for the classroom curriculum is $5,400 with an additional cost for books. You should budget approximately $550 for books. In addition, a calculator is required. The online cost for the curriculum is $5,250 and includes the cost for all e-books. Payment may be paid in full or on a course-by-course basis. Contact Ron Finnigan at rfinnigan@ben.edu for information. If you need to cancel, please call our office at least five working days before the beginning of the program. Additional registration materials will be sent to you after your registration has been received and accepted.

Register for courses

 

Professional Development and Learning

For more information, contact
(630) 829-1383 or PDL@ben.edu