Certified Financial Planning

Our Financial Planning Certificate Program is designed for financial professionals who currently or are planning to provide counseling about personal financial management.

Our Financial Planning Certificate Program is designed for financial professionals who currently or are planning to provide counseling about personal financial management.

Our Financial Planning Certificate Program is licensed by the Certified Financial Planner® Board of Standards. Satisfactory completion of this program enables participants to meet the educational requirement of the CFP® Board to apply for the CFP® licensing examination.

Our facilitators are highly qualified financial professionals who are CFP® certified. Courses are taught at the equivalency of the undergraduate junior and senior level of study.

Center for Corporate Education provides a non-credit Certificate in Financial Planning to participants who successfully complete all six modules contained in the Program. Participants who desire to receive this Certificate must maintain a "C" average or better for the entire Program.

The Center for Corporate Education is a Certified Financial Planner Board of Standards Licensed Certificate Program Provider.

Helpful links:
CFP Board Website
CFP Exam Information and Guide to CFP Certification
Benefits of CFP Certification

Program Completion
The Center for Corporate Education's Certified Financial Planning Certificate satisfies the educational requirement of the CFP® Board of Standards and enables you to apply to take the CFP® certification examination. Your Certificate does not automatically qualify you to take the exam or receive your CFP® designation. Many participants attend our Program to gain knowledge of the financial planning profession and do not elect to take the CFP® certification examination.

Customized Program Information
The Center also customizes this program as an in-house offering for organizations. The curriculum can be customized to corporate goals, training and development policies. Please contact the us for further information on how to bring the program to you company at 804-828-3165 or corp-ed@vcu.edu.

Registration Qualifications:
Our program is open to any individual currently practicing as a financial planning professional or aspiring to do so. Having a four-year undergraduate degree is now required as our modules are taught equivalent to senior undergraduate-level curriculums.   Since 2008, The CFP Board requires all CFP's to have a four year degree.  Participants must have ability to work with moderately complex financial and mathematical problems. Our program also requires extensive readings covering theoretical and technical material.
Virginia Commonwealth University  School of Business Foundation is an equal opportunity/affirmative action institution providing access to education without regard to race, color, national origin, gender, religion, sexual orientation, veteran's status, political affiliation or disability.

Registration Acceptance:
This program is limited to 30 students. Program placement will be reserved in the order in which we receive registrations. Official acceptance in the Program will be made to the candidate upon receipt of both this registration form and subsequent payment of registration fees.

Program Grading:
Although a non-credit program, the Center for Corporate Education  requires participants to have a grade of "C" or better upon completion of each module. Each module's curriculum will contain quizzes, and/or interim and final exams where study on one's own time is essential. Grades will be assigned at the discretion of each module's instructor.  Courses offered by the Center for Corporate Education do not offer any CE credits, specifically VA Insurance CE credits. 

CFP Transfer of Credit and Course Challenge Policy
Alternative professional designations or work experience will not be accepted in lieu of formal coursework.
Courses may be "challenged" by:
a) Petitioning and submitting evidence of adequate preparation acceptable to the Academic Advisor and paying a nonrefundable $100 fee.
b) Where the challenge is accepted, the petitioner will be required to pay a second nonrefundable $400 fee and take an examination on the material of the challenged course.
c) Where a grade of "B" or better on the examination is achieved, the course will be waived and the examination grade will be assigned as the course grade.
d) Only one course may be "challenged."

Course work from another CFP Board approved program may be submitted for transfer of credit for equivalent Center for Corporate Education CFP Certificate Program courses:
a) Only courses in which the student received a "B" or better may be submitted for consideration for transfer of credit for equivalent Center for Corporate Education courses.
b) The submitted course(s) must have been completed within the last three years.
c) Consideration for transfer requires payment of a nonrefundable $100.
d) Where approved by the Academic Director, the grade from the original course will be assigned as the Center for Corporate Education course grade.
No more than a total of three courses may be challenged or transferred.

Special Accommodations

Should you require special assistance regarding your participation, please contact and discuss these with the Center for Corporate Education staff prior to the beginning of the course.

Cancellations & Refunds

All cancellations must be made in writing.

Refunds: 80% after the registration deadline, 50% after first class, no refunds thereafter (after second class).
No refunds will be given after five business days from program start date. Please allow 7 to 10 business days to process an approved refund.

The Center for Corporate Education reserves the right to cancel any program for which minimum enrollment is not met prior to the program’s beginning date. If a program is canceled, participants will be notified, and the full registration fee will be refunded. The Center for Corporate Education reserves the right to postpone programs, limit enrollment, split or combine programs, change instructors or change locations.