Certified Financial Planner®

University Partnered Programs

Kaplan Schweser has partnered with leading universities across the country to offer executive level, CFP Board-registered courses in financial planning. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time.

For more information about a university's program, please call our Designation Team at (866) 963-8329 or select a university below.

Duquesne University

For additional information please contact the Program Director:

Erroline Williams
School of Leadership and Professional Advancement
207 Rockwell Hall
600 Forbes Avenue
Pittsburgh, PA 15282

Phone: (412) 396-5631
Fax: (412) 396-4711
Email: williamse976@duq.edu
Website: Duquesne University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Georgetown University

For additional information please contact the Program Director:

Donald Young
Center for Continuing and Professional Education
3101 Wilson Boulevard, Suite 200
Arlington, VA 22201

Phone: (202) 687-7000
Fax: (703) 812-9324
Email: dy38@georgetown.edu
Website: Georgetown University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Xavier University

For additional information please contact the Program Director:

Sue Bensman
Xavier Leadership Center
3800 Victory Parkway
Cincinnati, OH 45207

Phone: (513) 745-3396
Email: bensman@xavier.edu
Website: Xavier University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Loyola Marymount University

For additional information please contact the Program Director:

Cherie Mills Schenck
LMU Extension
1 LMU Drive, Suite 1840
Los Angeles, CA 90045

Phone: (310) 338-2947
Email: Cherie.Schenck@lmu.edu
Website: Loyola Marymount University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Bellarmine University

For additional information please contact the Program Director:

Linda Bailey
2001 Newburg Road
Louisville, KY 40205

Phone: (502) 452-8161
Fax: (502) 452-8203
Email: lbailey@bellarmine.edu
Website: Bellarmine University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

San Francisco State University

For additional information please contact the Program Director:

Greg Gaston
Downtown Campus
835 Market Street, 6th Floor
San Francisco, CA 94103-1901

Phone: (415) 817-4240
Fax: (415) 817-4299
Email: ggaston@sfsu.edu
Website: San Francisco State University University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

University of New Mexico

For additional information please contact the Program Director:

Sherry TenClay
UNM Continuing Education
1634 University Northeast
Albuquerque, NM 87131

Phone: (505) 277-6038
Fax: (505) 277-8975
Email: sherrytc@unm.edu
Website: University of New Mexico Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

University of Portland

For additional information please contact the Program Director:

Laura Steffen
5000 North Willamette Boulevard
Portland, OR 97203

Phone: (503) 943-7727
Fax: (503) 943-7783
Email: steffen@up.edu
Website: University of Portland Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Belmont University

For additional information please contact the Program Director:

Jill Robinson
Scarlett Leadership Institute
1900 Belmont Boulevard, MBC 401
Nashville, TN 37212-3757

Phone: (615) 460-5560
Fax: (615) 460-5593
Email: jill.robinson@belmont.edu
Website: Scarlett Leadership Institute at Belmont University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Duke University

For additional information please contact the Program Director:

Dee Holland
Duke Continuing Studies
Smith Warehouse
114 South Buchanan Boulevard, 1st Floor, Bay 6
Durham, NC 27708

Phone: (919) 668-1836
Fax: (919) 681-8235
Email: dholland@duke.edu
Website: Duke University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

University of St. Thomas

For additional information please contact the Program Director:

Joseph Bork
Center for Business Excellence
1000 LaSalle Avenue, TMH 166
Minneapolis, MN 55403

Phone: (651) 962-4130
Email: jtbork@stthomas.edu
Website: University of St. Thomas Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Christian Brothers University

For additional information please contact the Program Director:

Christina Brown
School of Business
650 East Parkway South
Memphis, TN 38104-5581

Phone: (901) 321-3315
Fax: (901) 321-3566
Email: clbrown@cbu.edu
Website: Christian Brothers University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

Temple University

For additional information please contact the Program Director:

Rhonda Geyer
Temple University Center City
1515 Market Street
Philadelphia, PA 19102

Phone: (215) 204-6565
Fax: (215) 204-4353
Email: rgeyer@temple.edu
Website: Temple University Website

Application Procedures

Complete the application and submit the application to the Program Director via mail, fax or email.

Transfer of Credit

Transfer of credit is available on a case-by-case basis. Please contact the Program Director for additional information.

To learn more,
call a Designation Specialist
(866) 963-8329
 
University Program Course Format

Programs are available in 9- and 12- month curricula and cover the following areas:

  • Fundamentals
  • Insurance
  • Investments
  • Income Tax
  • Retirement
  • Estates
  • Comprehensive Case Studies and Capstone Course

To learn more about our partnership program, please email us at: PartnerUniversities@kaplan.com

 
 
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CFP Board does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser or verify or endorse the pass rates claimed by Kaplan Schweser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.