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

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