Financial Planning Certification
Expand Your Knowledge and Earning Potential
Because of the increasing complexity required in making wise financial choices, a growing number of people are looking for smart advice about financial resources and services. This expanding demand has created many new and profitable opportunities for financial service professionals who can provide intelligent and informed guidance.
Online Courses Begin in August and January
The curriculum for the Seidman Financial Planning Certificate Program has been registered by the CFP Board and meets the educational requirements to sit for the CFP® Certification Examination.
- Courses meet online almost every week (there are holiday breaks), resulting in 51 hours of course time.
- There are 2 courses total, with 3 units in each course, one course in the fall semester and one in the winter semester.
- Each course costs $2,300.00 ($4,600.00 total for the full program).
- The fall course begins the last week of August and finishes mid-December. The winter course begins the second week of January and finishes mid-April. This sets you up perfectly to register and take the CFP Board exam in July if you choose to do so.
- Upon completion of both courses, participants will receive a certificate of completion & the CFP Board will be notified that you have completed the educational requirement to sit for the CFP® Certification Examination.
- To register for classes, click the link above.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER, which it awards to individuals who complete initial and ongoing certification requirements.
Grand Valley State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
What is the CFP Certification?
The CFP Board grants certification to individuals who meet ethics, experience, and education requirements, and pass the CFP® Certification Examination. The CFP® certification is the financial planning certification clients respect and demand. It sets you apart as a competent and ethical financial planner.
What does Seidman College of Business offer?
The Seidman Financial Planning Certificate Program (SFPC) is both a non-credit and for-credit program that fulfills a growing demand among financial planning professionals for the CERTIFIED FINANCIAL PLANNER or CFP® certification. Those who complete this CFP Board-Registered Program will be qualified to sit for the CFP® Certification Examination.
The SFPC program consists of two non-credit courses. One in the fall that covers insurance, investments, and personal income tax. One in the winter that covers retirement, estate planning, and a capstone case course. All of the courses in the program follow guidelines established by Certified Financial Planner Board of Standards Inc. Texts are selected from the bibliography provided by Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER, which it awards to individuals who complete initial and ongoing certification requirements.
Grand Valley State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
Admission to the Program
Anyone can take these courses in our program and take the CFP Board exam, but must have a baccalaureate degree, provide proof of course completion, and have knowledge of financial analysis to attain the CFP® certification.
NOTE: As of January 1, 2007, only those with a baccalaureate degree can attain CFP® certification. A degree is not required to sit for the exam
Contact Infomation
Eric Hoogstra
Program Director
(616) 331-7422
[email protected]
Jo Ann Boon-Shelton
Program Coordinator
(616) 331-7427
[email protected]
CFP Board
(303) 830-7500
[email protected]
Website: www.cfp.net