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Financial Planning Certificate

FDU’s Financial Planning Program is a six course, 270-hour program and is the oldest and largest university-based program in New Jersey registered with the Certified Financial Planner Board of Standards Inc.

The financial world is becoming more complex and sophisticated with each passing year.  As the industry changes, demand continues to increase for qualified professionals in the field who can turn their knowledge and expertise into sound and effective financial planning advice.

According to the Department of Labor's Occupational Outlook, employment opportunity for personal financial advisors is expected to grow "faster than average" through 2018. " Financial advisors who have the CFP® Certification are expected to have the best opportunity "

In recognition of this demand, and in the pursuit of excellence, Fairleigh Dickinson University has developed a comprehensive non-credit Certificate Program in Financial Planning.  The program is based on the guidelines established by Certified Financial Planner Board of Standards, Inc. and is registered with CFP Board.

A Mark of Excellence

The CFP® certification is the most widely recognized credential in the field for high quality standards and ethical practices.  It has, in fact, become the national standard of professionalism for financial planners.

Graduates of FDU's program are awarded a Certificate of Completion in Financial Planning from the University.  The program also is registered with CFP Board to make students eligible to apply to sit for the comprehensive CFP® Certification Examination.

FDU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards 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.

CFP® CERTIFIED FINANCIAL PLANNERTM and federally registered CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

As a result, today's consumers are increasingly seeking financial planners who have distinguished themselves by earning this professional credit.

Who Should Consider this Program?

FDU's Financial Planning Program will elevate the financial skills and career options of professionals practicing in the financial services industry, including:

  • Investment Advisors
  • Bankers
  • Stock Brokers
  • Accountants
  • Tax Managers
  • Insurance Producers
  • Employee Benefits Professionals
  • Risk-Management Professionals
  • Lawyers
  • Other Related Professionals & Career Changers
     

Participants can look forward to acquiring a wide range of proficiencies essential for success in the financial planning field.

Program Highlights

1. Attractive and Easy-to-Reach Campus Locations

The Financial Planning Program is offered on Fairleigh Dickinson University's two northern New Jersey Campuses:

  • Metropolitan Campus, Teaneck:  Located in Bergen County, just five miles from the George Washington Bridge.
  • College at Florham, Madison: Near historic Morristown and many of Morris county's leading corporate centers.

The program is also offered once a year in the Red Bank Area, Jersey City Financial District, New Brunswick, Princeton, Mount Laurel and Wayne.

2. Convenient Class Times

Classes offered through FDU's Financial Planning Program are designed to meet the educational needs of practicing professionals without interruption of their full-time work schedules. Classes meet once per week for 3 and a half hours.

3. Instruction by Accomplished Professionals

An experienced faculty of CFP® professionals, MBAs, CPAs and attorneys encourage students to have a thorough understanding of the course content and then to use this knowledge effectively in their professions and in preparation for the CFP® Certification Examination.

4. Certificate of Completion in Financial Planning

A Certificate of Completion in Financial Planning is awarded to graduates at Fairleigh Dickinson University upon successful completion of the program's required courses and fulfillment of all financial and administrative obligations to the University.

FDU's Financial Planning Program is designed to:

  • Broaden your knowledge of the principles and practices of financial planning.
  • Develop the expertise essential for you to effectively assist clients.
  • Expand your product knowledge and enhance your technical skills.
  • Add to your career options and growth potential.
  • Give you an opportunity to network with other professionals in the field.
  • Increase your confidence as a professional.
  • Create an intensive teaming environment to help prepare you for the CFP® Certification Examination.

 

Named among the Top Schools for Financial Planners - 2 years in a row - by Financial Planning Magazine

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Earn your CFP® certification
6 courses, 270 hours of instruction


Fall 2014

Class Start Dates

  • Madison Day & Eve, Thurs., Oct 2
  • Hackensack Eve, Wed., Oct 1 
  • Eatontown, Tues., Sept 30

Day classes meet 9 a.m. to 12:30 p.m. All evening classes meet 6 p.m to 9:30 p.m.

Open Houses

Learn more about the program and the rewarding career opportunites available to CFP® certificants.

Upcoming Open House events:

Hartman Lounge, Hennessy Hall,The Mansion
Florham Campus

  • Thursday, Aug 21
  • Thursday, Sep 18

Dickinson Hall, Room 1127
Metropolitan campus, Hackensack

  • Wednesday, Aug 20
  • Wednesday, Sept 17

FDU Monmouth Graduate Center,I Main St.,
Eatontown

  • Tuesday, Aug 26
  • Tuesday, Sept 23

All open houses are scheduled at 6pm.

To register for an open house, complete our online form  OR
RSVP to Valerie Barnes at barnes@fdu.edu 

Online Open House: Wednesday, Sept. 10 at 1 p.m.

To Register send an Email to barnes@fdu.edu


For more information, contact:

Valerie Barnes, Director
Financial Planning Program
Petrocelli College of Contuniuing Studies
Fairleigh Dickinson University
285 Madison Ave. M-DH2-01
Madison, NJ 07940
Tel: (973) 443-8990
Fax: (973) 443-8178
barnes@fdu.edu
www.fdu.edu/fp