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Executive Certificate in Financial Planning – WITH THE DALTON REVIEW

September 9-May 19, 5:30 pm-9:45 pm

$6945

XLC’s Executive Certificate in Financial Planning program provides professionals with a valuable CFP®Board registered and approved program and offers participants the contact hour minimum education requirements needed to sit for the CFP® Certification Exam. This option includes The Dalton Review, upon completion, at a discounted rate. (This price does not include The Dalton Review® Guarantee to Pass™ program. Dalton Education Enrollment Advisors will be available to provide assistance with an upgrade to The Dalton Review® Guarantee to Pass™ throughout your program.)

This program will provide participants with a deepened knowledge of financial planning. After passing the CFP® Exam, participants will have earned industry-recognized credentials and the ability to provide comprehensive financial plans to clients. XLC partners with Dalton Education, which offers educational programs and materials to financial professionals to assist in their journey to become a CFP® professional.

For more information on the CFP exam please visit the Certified Financial Planner Board of Standards.

This program is available without The Dalton Review. For more information, click here.

View the complete September 2024 - May 2025 Program Schedule here.

Program costs include:

  • Registration and facilitation costs
  • Textbooks for each course
  • Online access to pre-study lectures
  • Online access to pre and post-course assessments
  • Online quizzes, midterms, and finals

The Dalton Review includes:

  • Review readiness quiz
  • Pre-study review materials
  • Virtual classroom instructor office hours
  • Live in-classroom and/or eReview instruction
  • Testbank
  • Simulated exam
  • Exam readiness quiz

Description

The certificate program is divided into 6 modules. A description of each module is below.

Fundamentals of Financial Planning and Insurance (40 hours)
An introduction to the financial planning profession, concepts to time, the value of money, insurance planning, and the practice of personal financial planning by professional planners.

Investment Planning (32 hours)
An introduction to investment planning process, risk and return, modern portfolio theory, equities, fixed income, and derivative securities.

Income Tax Planning (32 hours)
An introduction to individual and various entity taxation issues.

Retirement Planning and Employee Benefits (32 hours)
An introduction to the retirement planning process, qualified and non-qualified retirement plans, social security, and cafeteria plans.

Estate Planning (32 hours)
This course will provide students with an introduction to estate planning and taxation.

Capstone Course (32 Hours)
This course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process, and to apply the CFP Board’s Practice Standards.

For information on The Dalton Review®, click here.

Audience

Financial Planners, Insurance Agents, Employee Benefits Specialists, Investment Advisors and Brokers, Accountants, Bankers, Trust Officers, Anyone considering a career in financial planning.

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States + Google Map
Phone:
513-745-1094

Why choose Xavier University’s Executive Certificate in Financial Planning program over another program?

Quality instruction is a must for any outstanding educational program. All faculty members have advanced degrees and certifications and are experienced professionals in their respective fields.

This program is a joint effort between Xavier University and Dalton Education. Combined with Xavier's commitment to education, students entering this program can be assured of the best education available.

In addition, participants can fulfill their CFP coursework requirement in 9 months when the average completion time is 12-18 months.

Xavier offers the only in-person CFP certificate program in the Cincinnati, OH area.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. (CFP Board) the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.

Program Details

Start:
September 9 @ 5:30 pm
End:
May 19, 2025 @ 9:45 pm
Cost:
$6945
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Complete Class Schedule

September 2024 – May 2025 Schedule:

Fundamentals of Planning and Insurance (40 hours)
September 9
September 16
September 21 ***
September 28 ***
September 30
October 7
October 14
October 21

Investment Planning (32 Hours)
October 28
November 11
November 18
December 2
December 9
December 14 ***
December 16

Income Tax Planning (32 Hours)
January 6
January 13
January 18  ***
January 27
February 1  ***
February 3

Retirement Planning and Employee Benefits (32 Hours)
February 10
February 15  ***
February 17
February 24
March 1  ***
March 10

Estate Planning (32 Hours)
March 22  ***
March 24
March 31
April 5  ***
April 7
April 14  ***

Capstone Course (32 Hours)
April 21
April 26  ***
May 5
May 10  ***
May 12
May 19

Mondays: 5:30 – 9:45 p.m.
***Saturdays: 9:00 a.m. – 5:00 p.m.

Dates are subject to change.

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