Financial Planning - CFP Programs
Graziadio School of Business and Management
How long?
- 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
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.