Executive Certificate in Financial Planning
Continuing Education
Upcoming Financial Planning Information Sessions
Monday, February 18, 2025: 6:00PM – 7:00PM
Monday, March 6, 2025: 12:00PM – 1:00PM
Wednesday, April 2, 2025: 6:00PM – 7:00PM
Monday, April 21, 2025: 6:00PM – 7:00PM
Lazetta Rainey Braxton, MBA, CFP®, Founder & CEO, Financial Fountains is interviewed about why she became a CFP® professional and the benefits of CFP® certification -- the highest standard of personal financial planning.
The Executive Certificate in Financial Planning prepares individuals for success in the demanding but highly rewarding financial planning industry. The courses in this program cover the areas of expertise that are needed to develop comprehensive, effective financial plans for a variety of individual clients. Those who successfully complete the program are awarded a certificate of completion by Old Dominion University and verification that they have completed the educational requirement to sit for the CFP® Board Certification Exam.
Next Course: Investment Planning
Dates: 1/08/2025 – 2/26/2025
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Overview
The Executive Certificate in Financial Planning program consists of seven courses and the entire program can be completed in just over 1 year. Courses can be taken in any order with the exception of the Capstone. All other courses must be completed before enrolling in the Capstone course. This program consists of live, online discussion to appeal to working professionals, executives, and undergraduate students.
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Schedule
The Executive Certificate in Financial Planning program is currently offered in a Live-Online format and is registered with the CFP board. This means the program content is aligned with the CFP Board Principal Knowledge Domains and Topics.
Live-online classes offer the added flexibility of attending class from anywhere. Our virtual classroom provides you with the opportunity to interact in real-time with our expert instructors with the added benefit of watching recordings of your class sessions at your convenience until the course ends.
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Who should register for this program?
Students include CFA’s CPA's, CPU's, CLU's, CFSA's, lawyers, stockbrokers, trust officers, and realtors as well as other representatives of the financial services industry, or anyone wishing to make a career change. Candidates for this course are NOT required to hold a baccalaureate degree nor is one needed to take the CFP® Certification Examination.
It is required that anyone planning to sit for the CFP® Certification Examination complete a CFP Board registered education program, request a transcript review, or be eligible to challenge the examination by virtue of academic or professional credentials.
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Eligible for ODU Undergraduate Credit
Students who are admitted and enrolled in an ODU undergraduate degree program are eligible for (5) 300-level CPD elective credits upon completion of this program.
Program Schedule
Why Become a Certified Financial Planner (CFP)?
- A Nationally Recognized Certification: The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that requires them to act as a fiduciary when providing financial advice to a client. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together.
- Build Trust: More and more consumers understand the importance of working with a financial planner they can trust. CFP® certification demonstrates that you have a strong commitment to personal financial planning and that you are an expert in your field. Your clients want to work with a planner who can give them excellent advice that fits their unique situation. Because you invest in education, rigorous testing, and real-world experience while you earn CFP® certification, you will have the confidence and the skills to give your clients the advice they need.
- Complement Your Existing Credentials: Some CFP® professionals started in other careers and fields. Many come from related fields in the financial services industry. Those who hold other professional designations and licenses decide to add the CFP® mark to their resume to complement their existing credentials, demonstrate their commitment to personal financial planning and help them to stand out from the competition. You may even be eligible to take an accelerated path to CFP® certification. Find out if you’re eligible for the Accelerated Path.
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More Details
Cost & Aid
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Fees
Each course is $999 with the exception of the Capstone course, which is $1099. Tuition includes e-book and corresponding question bank.
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Financial Aid
Continuing Education can accept payments for courses in several different forms. ODU's helpful staff can assist you in determining if you might qualify for any number of various funding options that could assist you with non-credit continuing educational opportunities to improve your marketability and advance your career.
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Refund Policy
To withdraw from a course you must send a request in writing to davans@odu.edu (7) days prior the start date of the course. Failure to attend a course does not constitute withdrawal. Course registration fees, less a $50 processing fee will be refunded via the original form of payment. There are no refunds once the class has begun. Late withdrawals of six (6) days or less before the class begins, will result in the student being charged the $50 processing fee, as well as charges for books and/or other course material fees.
Certified Financial Planning and the CFP® Board
This program is registered with the Certified Financial Planner Board of Standards, Inc. The CFP® Board is a national regulatory organization whose mission is to benefit the public by fostering the highest professional standards in personal financial planning.
The Executive Certificate in Financial Planning prepares individuals for success in the demanding but highly rewarding financial planning industry. The courses in this program cover the areas of expertise that are needed to develop comprehensive, effective financial plans for a variety of individual clients. Those who successfully complete the program are awarded a certificate of completion by Old Dominion University and verification that they have completed the educational requirement to sit for the CFP® Board Certification Exam.
This educational program is also registered with the Certified Financial Planner Board of Standards, Inc. The CFP® Board is a national regulatory organization whose mission is to benefit the public by fostering the highest professional standards in personal financial planning. The CFP® designation is the most recognized and respected discriminator for financial planning professionals. This is a career-enhancing credential that distinguishes those professionals who have received hands-on training in a university-sponsored program.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.