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Recurring Event Event Series: Executive Certificate in Financial Planning

Executive Certificate in Financial Planning

March 14, 5:30 pm-9:45 pm


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 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, who offers educational programs and materials to financial professionals to assist in their journey to become a CFP®professional.

This program is available with The Dalton Review. For more information, click here.

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

View the complete March - December 2024 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 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.


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


Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States
+ Google Map

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.


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

March 14
5:30 pm - 9:45 pm
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Complete Class Schedule

March – December 2024 Schedule:

Fundamentals of Planning and Insurance (40 hours)
March 14
March 21
April 11
April 20 ***
April 25
May 2
May 4 ***
May 9

Investment Planning (32 Hours)
May 18 ***
May 23
May 30
June 6
June 13
June 22 ***

Income Tax Planning (32 Hours)
July 25
August 1
August 3 ***
August 8
August 22
August 24 ***

Retirement Planning and Employee Benefits (32 Hours)
August 29
September 5
September 7 ***
September 12
September 19
September 26
October 3

Estate Planning (32 Hours)
October 10
October 17
October 19 ***
October 24
November 2 ***
November 7

Capstone Course (32 Hours)
November 9 ***
November 14
November 21
December 5
December 7 ***
December 12

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

Dates are subject to change.

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