The Personal Financial Planning: Accelerated Online Certificate is a rigorous, fully-online program designed for financial professionals who have at least 2-3 years of work experience in investment banking, insurance, or financial planning, or 3 years of experience as a CPA, attorney, CFA, CLU or ChFC. A Series 7 license is also highly recommended.
The 6-course curriculum is comprised of instructor-led online courses that blend live, web-based sessions with online discussion boards, assignments, and testing. Each course is scheduled over a 4-week period and includes two 3-hour live sessions each week. Students are provided a two week window between courses to pre-study materials for the next course. The required curriculum can be completed within 9 months.
Instructors include industry leaders Linda Hewitt, CFP®, CRPC, and Nancy Le Claire, CFP®, CPA, ChFC, CRPC, who are co-founders of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning and the review course for the CFP® Certification Examination.