Certified Financial Planner

E-mail: lsinfo@gmu.edu

Phone: 703-993-2109

Fax: 703-993-2121

This entire program is available in a traditional classroom format. It is also available in both live online and self-paced online formats. Click here if you would like information for the online formats.

Recognizing the increasing demand for competent and ethical financial advisors, George Mason University is now offering the Certified Financial Planner education program. This program meets the education requirement for financial advisors to obtain the CFP® Certification. Offered in collaboration with Dalton Education, this certificate is a registered program with the Certified Financial Planning Board of Standards Inc. http://www.cfp.net/. Upon completion of this program, students will be eligible to sit for the CFP Certification Examination.

Unique and exclusive to this program is the Guarantee To Pass™ selection available in the program tuition package options. This package option gives you everything the Basic and Platinum packages offer plus The Dalton Review® Guarantee To Pass™ for the CFP Examination. Questions about this unique and exclusive feature can be answered below in our Student FAQs and Dalton Live Online Chat sections, or by speaking to one of our knowledgeable representatives at 877-426-2373.

This program is designed to prepare you in the theory and practice of financial planning. Upon completion of this program you will have a comprehensive foundation to practice financial planning Students that successfully complete the George Mason University financial planning program satisfy the education requirement and are eligible to sit for the CFP® Certification Examination. Click here to learn about the requirements for taking the CFP® Certification Examination.


Individual Module Objectives


Fundamental Planning and Insurance
  • Acquire a basic understanding of time value of money concepts
  • Acquire a basic understanding of the financial planning process and profession
  • Identify basic concepts of risk management and insurance
  • Obtain a working knowledge of risk management techniques
Investment Planning
  • Acquire a basic understanding of the types of investment risk
  • Acquire a basic understanding of equity and bond valuation
  • Identify basic concepts of investment theory
  • Obtain a working knowledge of asset allocation
Individual Income Tax Planning
  • Acquire a basic understanding of income tax law
  • Acquire a basic understanding of tax calculations
  • Recognize advantages of charitable contributions
  • Obtain a working knowledge of tax reduction techniques
Retirement Planning
  • Acquire a basic understanding of qualified and non-qualified retirement plans
  • Acquire a basic understanding of Social Security benefits
  • Obtain an awareness of retirement planning goals, taxation and risks
Estate Planning
  • Acquire a basic understanding of the estate planning process
  • Acquire a basic understanding of gift and estate tax concepts
  • Construct a basic estate plan
Plan Presentation Course
  • Demonstrate the ability to synthesize and apply elements of comprehensive financial planning
  • Demonstrate performance of all functions of the financial planning process and apply the CFP Board’s Practice Standards

This pricing applies only to the traditional classroom format. For live online pricing options click here. For self-paced online pricing options click here.

Convenient payment plans are available. For more information please call 1-877-426-2373 or visit Dalton Live Online Chat


Package Options for Traditional Classroom format:


Basic program
Basic
Program Fee: $5,650

Check markIncludes Access to our Web Delivered (Live-Online) Certificate in Financial Planning Program
Check markAccess to our Learning Library
Platinum program
Platinum
Program Fee: $6,575

Check markIncludes Access to our Web Delivered (Live-Online) Certificate in Financial Planning Program
Check markAccess to our Learning Library
Check markTextbooks for Program
Check mark Financial Calculator and Flash Cards
Guaranteed To Pass program
Guaranteed To Pass
Program Fee: $7,795

Check markIncludes Access to our Web Delivered (Live-Online) Certificate in Financial Planning Program
Check markAccess to our Learning Library
Check markTextbooks for Program
Check markFinancial Calculator and Flash Cards
Check markThe Dalton Review® Guarantee To Pass™ for the CFP Examination
Check markGuarantee To Pass

NOTE: Financial calculators are required. Students registering for the basic package will need to purchase the textbooks and financial calculator separately. Click here for a list of all required textbooks, materials and links to purchase.

This program is designed to be completed in nine months and is valid for 286 contact hours.

Students are issued a pass/fail based upon a weighted average of exams given during each module. Students must achieve a grade of 70% or higher to pass each module. If a student fails to achieve a 70% for a module, the student must repeat that module.

Exams are given for each module and will be completed in class. We understand that most of our students are balancing work, family and this education program. If circumstances prevent you from taking an exam at the regularly scheduled time, simply coordinate an alternative test date with your instructor.

While we recommend that you try not to miss any class-days within the program, you are allowed up to a maximum of three (3) missed days over the course of the program. You can make-up these days via online recordings. For each additional class-day missed (after three (3) days) you can elect to miss out on the information for that day, or pay an additional fee of $100 to review the online recording. If you know you are going to miss any days, please coordinate with your instructor.

For more information or to speak with an enrollment advisor please call 877-426-2373 or e-mail Dalton at GMU@course-central.com.

Please click here for a list of our instructors.
National Registry of CPE Sponsors

George Mason University Learning Solutions is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. 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, Nashville, TN, 37219-2417.

What is included in the Guarantee To Pass™ package?
The Guarantee to Pass™ is a package that consists of live instruction, textbooks, HP10BII calculator, flashcards, access to the online learning library and The Dalton Review® Guarantee To Pass™.

What are the qualifications for the money back guarantee?
Students must score a 70% or higher on the exam readiness assessment and take the CFP® examination within two exam cycles of the scheduled completion date for your education program.

What if I have to miss a class?
You will be able to attend up to 3 classes online to make up a missed class. So, missing a class does not mean being left behind. If you need to attend more than 3 classes online there will be a $100 charge for every additional class you wish to attend online.

Why should I choose this program?
This program has the highest quality faculty, curriculum and delivery system in the country. Students that complete this program are well positioned to successfully pass the CFP® Certification Examination and practice financial planning. In addition, this program is accelerated and allows students to complete the education requirement in nine months.

What is the grading policy?
Students are issued a pass/fail based upon a weighted average of exams given during each course. Students must achieve a grade of 70% or higher to pass each course. If a student fails to achieve a 70% for a course, the student must repeat that course.

What is the total cost of the program?
The enrollment fee for the Basic package starts at $5,650. Students may purchase other packages for convenient delivery of books and review course.

How is testing administered?
Two online exams are given for each module.

This feature is exclusive to this program and will take you to another website where a live, Dalton Education customer service representative will assist you and answer any questions you may have about this program. This service is available during normal hours of operation, Eastern Standard Time, Monday through Friday. Click here to continue to the Dalton Live Online Chat or alternatively, you can call 877-426-2373 to speak with a customer service representative.


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