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University Program Textbooks
 

Purchase the required books for the University Program classes.

 

Testimonials
  "The results of the July [CFP® Certification Examination] were just released online. Believe it or not, I actually passed! I believe the Georgetown program definitely gave me a strong competitive advantage in preparing for the CFP® Certification Examination."
- Walter D.
  Georgetown University Student

 

University Programs

We have partnered with leading universities across the country to offer executive level courses in financial planning. Successful graduates qualify to sit for the CFP® Certification Examination.

The Executive Certificate in Financial Planning Program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Programs are available in nine-month and twelve-month curriculums, and cover the following areas:

  • Fundamentals of Financial Planning and Insurance
  • Investment planning
  • Income tax planning
  • Retirement and employee benefit planning
  • Estate planning
  • Comprehensive Case Studies

For more information about a university's program, please contact the university about their program details. If you have any further questions about our partnership program, please email us at PartnerUniversities@kaplan.com.

Classes Are Available At These Universities



Bellarmine University
Bellarmine University
Louisville, KY
Belmont University
Belmont University
Nashville, TN
Christian Brothers University
Christian Brothers University
Memphis, TN
Daniel Webster College
Daniel Webster College
Nashua, NH
Duke University
Duke University
Durham, NC
Duquesne University
Duquesne University
Pittsburgh, PA
Fordham University
Fordham University
New York, NY
Georgetown University
Georgetown University
Washington, DC
John Carroll University
John Carroll University
Cleveland, OH
San Francisco State University
San Francisco State University
San Francisco, CA
University of Tennessee-Chattanooga
University of Tennesse
at Chattanooga

Chattanooga, TN
University of New Mexico
University of New Mexico
Albuquerque, NM
University of Portland
University of Portland
Portland, OR
University of Washington
University of Washington
Seattle, WA
Xavier University
Xavier University
Cincinnati, OH
     
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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.

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