Financial Planning - CFP Programs
Graziadio School of Business and Management
How long?
- 8 months
- online
- on demand
Graziadio School of Business and Management
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Who should attend
Any individual interested in fulfilling the Certified Financial Planner ™ education requirement necessary to attain their CFP® Certification.
About the course
Fulfill the Education Requirement Necessary to Attain Your CFP®
The Certified Financial Planner™ certification (CFP) is the credential consumers recognize, respect, and demand when choosing a financial planner. Pepperdine Graziadio, in partnership with Dalton Education, offers three programs designed to fulfill the Certified Financial Planner™ education requirement necessary to attain your CFP® certification:
- Guarantee to Pass™: A comprehensive education and review course including personalized study programs and one-on-one instruction from a Dalton faculty member. This instructor-led, live-online option provides a 100% guarantee to pass the CFP® exam or your money back.
- Virtual Classroom: Instructor-led online education for learners who prefer interaction with instructors and a more structured learning style.
- Self-Paced Online: Flexibility for professionals who want and need to set their own study schedules.
These programs are designed to fulfill the education requirement to sit for the CFP® exam and upon successful completion of the program, you will also receive a Certificate in Financial Planning from Pepperdine Graziadio School of Business and Management.
Program Overview
Participants in the Guarantee to Pass™ and the Virtual Classroom programs meet two nights per week, for two hours each night. Participants in the Self-Paced Online program customize learning to fit their individual needs.
Guarantee to Pass™
A comprehensive study and exam preparation bundle comprised of both the CFP® certification education and Guarantee to Pass™ Review.
- Instructor-led, live-online financial planning classes that are recorded for future viewing
- Flexible education schedules with classes meeting two nights per week
- Access to Dalton Education Faculty
- Guarantee to Pass™ Review
- Additional study materials -- flashcards, calculator, and more
- Review includes individual coaching after the review readiness and exam readiness quizzes, pre-study materials, review course, supplemental review lectures and questions
Virtual Classroom
- Instructor-led, live-online classes that are recorded for future viewing
- Flexible education schedules with classes meeting two nights per week
- Access to Dalton Education Faculty
- Additional study materials -- flashcards, calculator, and more
- Upon completion of the Virtual Classroom program participants have:
- Satisfied the course requirements of the CFP® Certification Examination.
- Substantial knowledge and technical skills for professional competency as a financial planner.
- Knowledge of all topics mandated by the CFP® Board of Standards.
Self-Paced Online
- Finish CFP course in nine months or less
- An assigned advisor will stay in touch and help keep participants on pace
- Online modules, including recorded whiteboard lectures, videos, interactive games and exercises - available anytime
- Course designed by instructors that served on the CFP Board of Examiners
- Access to watch recordings of exam reviews where instructors cover the most important concepts for the course and what is most likely to be on the exams
Videos and materials
Financial Planning - CFP Programs at Graziadio School of Business and Management
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.