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CFP® certification

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Certificate in Financial Planning home

The Certificate in Financial Planning is a joint program of the University of Delaware's Division of Professional and Continuing Studies and Alfred Lerner College of Business and Economics.


Certificate in Financial Planning

Frequently asked questions


How much study time outside of class is there for each class?

The answer to this question varies, but most past students say for every hour in class they spent 1-2 hours outside of class studying.

Is the HP10Bii calculator the only acceptable model?

Students in this program are required to have a financial calculator and be familiar with its function. An HP 10Bii business calculator is specified, but you may use another non-programmable financial calculator (i.e. HP 12C). However, the instructors will teach the students to use the HP 10Bii. For the CFP® Certification Examination, you will need a financial calculator with an IRR (internal rate of return) function for problems with unequal periodic cash flows. Calculators with alphabetic keys are not permitted.

How do I obtain continuing education credits for this course?

When you register for the course, you will be asked if you would like continuing education credits for your insurance license. The certificate for insurance CEUs will be sent to participants who provide their license number. Click here for details about continuing education credits approved by the Delaware Department of Insurance and the Pennsylvania Department of Insurance.

All participants will also receive a completion certificate specifying the number of University of Delaware CEUs earned (19.2).

How do I apply for the CFP® Certification Examination?

When you successfully complete the University of Delaware certificate program, you will be provided with the documentation needed by the CFP Board, stating that you have completed the education requirement to sit for the exam.


Upcoming information sessions
Attend an information session to learn more about the Certificate in Financial Planning.

 

University of Delaware • Division of Professional and Continuing Studies • John M. Clayton Hall, Newark, DE 19716
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