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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

General information

Schedule and location

Classes for the Certificate in Financial Planning meet primarily Wednesday evenings from 6:00-9:15 p.m. and some Saturdays from 9:00 a.m.-12:15 p.m. on the Newark campus of the University of Delaware. Please view the current semester's schedule for a detailed listing of class meeting times, including occasional exceptions to the Tuesday/Thursday/Saturday meetings.

Registration with payment is due ten business days before the start of the program. A payment plan is available. Click here for a detailed program schedule.

Grading policy

All modules taken toward the certificate will be graded according to the University of Delaware’s A-F letter grade system.

Textbooks

All textbooks are provided, and are included in the cost of program. Click here for a list of textbooks being used in this program.

Continuing education credits

CEUs -- Participants who successfully complete the Certificate in Financial Planning will earn 19.2 Continuing Education Units (CEUs). CEUs measure participation in noncredit professional development activities. These standard units are nationally recognized.

Delaware Department of Insurance -- Click here for details about continuing education credits approved by the Delaware Department of Insurance.

NASBA -- The University of Delaware, Professional and Continuing Studies is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The University will award 85.5 CPEs for successful completion of the Certificate in Financial Planning. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Visit www.nasba.org; NASBA ID# 102541. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. This group-live program is an advanced curriculum covering financial planning content.

Contact information

For further information or program concerns, please contact Dayle Thorpe at dthorpe@udel.edu.


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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