Program Overview

Students receive access to the program for 9 months.  Access is extended in three month increments, at no additional cost.  Details.

Upon enrolling, students receive the following

  • Immediate access to the program.
  • Interactive, online content that is easy to manage and work through.
  • One on one coaching with mentor to assist students through the program and answer questions regarding the material.
  • Program syllabus outlining step-by-step instructions to complete the course in 9 months or less.

Is This Program Right for You?

An online, self study program requires self discipline to consistently watch the lectures, read the textbooks, work homework and prepare for the exams.  Many students cannot attend regularly scheduled classes; they need flexibility and are good at self study.  If that's you, then this program is right for you.

What if You Fall Behind or Self Study Doesn't Work for You?

We offer our Live-Online (Web Delivered CFP® Education Program) classes that meet 2 nights per week, for 2 hours each night, for 9 months.  These classes are conducted live, over the internet by our faculty.  All of the live classes are recorded for playback, so you can watch the recorded version if you miss the live lecture.  Students that enroll in the Online Executive CFP program will receive financial credit towards the Web Delivered CFP® Education Program if they wish to transfer into the Web Delivered Program. Click here for details.

Supplemental Products to Help You Succeed: 

(May be purchased separately - not included with Online Executive CFP Program)
 

Live Online End of Course Reviews ($725)

Prior to taking the final exam for each course, students can attend a live-online, end of course review.  Instructors cover the most important topics and what is most likely to be tested on the final exams.  These reviews are four hours long and are conducted by an instructor live, over the Internet.  The instructor will summarize and teach the most important concepts in the course.  During the review, practice questions will be worked to reinforce the topics being taught.  Students are able to ask questions via text chat or they can use a microphone hooked up to the computer.  This is great for students that need a little extra live instruction to prepare for the course final exams.  All Live-Online End of Course Reviews are also recorded.  If you are unable to attend the live version of the End of Course Reviews, they are available for playback at a time that is more convenient for you.
Schedule for Live Online End of Course Review

The Dalton Review® for the CFP Exam ($975)

Upon completion of the Executive Online CFP® Certification Education program, students are eligible to sit for the CFP exam.  The Dalton Review® is the premier CFP review course in the country.

As part of The Dalton Review® students receive the following:

  • Pre-Study Materials which are outline notes, exam questions and exam tips.  Students should work through these materials prior to attending the review.  Sample Review materials.
  • Attend the eReview, which is Web Delivered (Live-Online) or in a traditional classroom.   
  • Access to the Online Examiner Test Bank of 1,500 questions.
  • A Study Guide with time value of money and practice cases.
  • Guarantee your own success by taking the review twice before taking the CFP® Exam.  We also guarantee your success, otherwise take the review again at no additional cost.     

 

 
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Online Executive Program

  The program includes the following courses:

  • Fundamentals of Financial Planning and Insurance
  • Investment Analysis and Portfolio Management
  • Taxation of Persons, Property and Other Entities
  • Retirement and Employee Benefits
  • Estate Tax Planning
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