Online Financial Planning Certificate Program

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Prepare for your CFP® certification by choosing the online format best suited for your schedule.

Program Overview: 

To protect their financial futures, people need the sound financial guidance you can provide as a CERTIFIED FINANCIAL PLANNERTM.

The University of Texas at Austin and Dalton Education, a leading provider of innovative education solutions in financial planning, are collaborating to offer career-enhancing training to financial advisors through a new CFP® certification education program designed specifically for busy industry professionals.

This online program, available through virtual classroom or self-paced delivery, will prepare you to take and pass the CFP® exam in as few as nine months. Upon successful completion of the program, you will earn a certificate of completion from UT Austin, ranked among the 40 best universities in the world.

Multiple Options to Suit Your Individual Needs

Dalton's Guarantee to Pass™ package is the industry’s only CFP® education and review program to offer a money-back guarantee. Pass the exam on your first attempt or get your money back. The Guarantee to Pass™ program offers additional study materials, including exam readiness quizzes, pre-study materials, individual coaching, supplemental lectures, digital flashcards and more, to support your learning and success.

The Virtual Classroom program is a comprehensive, live-online, instructor-led program that satisfies the CFP Board’s education requirement to sit for the CFP® exam. You can join the Virtual Classroom live, or access recordings of the classes (available on-demand) at a time that fits your schedule better and from a device and location of your preference. Classes meet two evenings each week for 2.5 hours. Course modules are downloadable and mobile compatible, and there are several start dates per year.

The Self-Paced program also satisfies the CFP® certification education requirement and is ideal for anyone who prefers an independent learning option, or whose schedule makes it difficult to attend regularly scheduled class meetings. With this flexible learning option, you can successfully complete the program according to your own timeline, while still gaining a thorough understanding of the material.

Who Should Enroll: 
  • Anyone seeking a career as a CERTIFIED FINANCIAL PLANNERTM
  • Financial planners seeking CFP Board certification
  • Accountants, investment advisors and brokers
  • Insurance agents
  • Retirement plan and employee benefits specialists
     

Ready to learn more?

To register or request more information:

Prerequisites: 

An undergraduate degree is required for this program.

Additional Information: 

This course is offered in collaboration with Dalton Education. Once enrolled our student success manager from Dalton Education will follow-up with you.

Starting January 1, 2023, CFP Board will charge a $195 Per Capita Fee for completion of the CFP® Certification Education programs. This new fee must be paid at the time of completion submission to the  CFP Board when a student completes this program.

For withdrawal, transfer and refund information, see Policy Code F.

At A Glance

Duration: 
Program can be completed in 9 – 12 months, depending on program selected.
Modality: 
Online Instructor-Led
Online Self-paced
Tuition: 
Four options ranging from $4,495 to $7,995.
Payment Options: 

Please contact an Admissions Advisor for details.