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Certificate in Financial Planning

The Financial Planning Program offered by Long Island University was established to meet the need for trained professionals who are able to plan, assess, and evaluate a client's financial future through the development of a comprehensive financial plan.

Students may enroll in an individual course or pursue a Certificate in Financial Planning from Long Island University. Once a student earns a Certificate in Financial Planning or has completed XFPS 100 through XFPS 700, they are eligible to sit for the CFP® Certification Examination given by Certified Financial Planner Board of Standards, Inc. (CFP Board). To earn the CFP® Certification, students must pass the CFP® Certification Examination, have or gain required work experience and agree to abide by a code of ethical conduct. Students must complete an examination application from CFP Board and pay the examination fee to sit for the two day CFP® Certification Examination. The examination fee is $595.00. For an application for the exam, as well as for information on the work experience and ethics requirements, please call the Division of Continuing Education at (516) 299-2236 or write to: CFP Board, 1700 Broadway, Suite 2100, Denver, Colorado 80290, call CFP Board at (303) 830-7543 or visit their website at www.cfp.net.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, and which it awards to individuals who successfully complete initial and ongoing certification requirements.

Long Island University does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks. CFP certification is granted only by 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.

 
Long Island University C.W. Post Campus Continuing Education & Professional Studies