CERTIFIED FINANCIAL PLANNER™ Program
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Course Schedule, Fees, Payment, Grading and Policies
2013 Schedule
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Course Title |
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Dates |
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Registration Deadline* |
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Fee |
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General Principles |
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Jan. 18-19, Jan. 25-26
Feb. 1-2
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Dec. 11 |
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$849 |
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Insurance Planning |
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Feb. 15-16, Feb. 22-23
March 2, March 9
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Jan. 15 |
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$849 |
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Investment Planning |
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March 15-16, (skip Easter)
April 5-6, April 13
April 20
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Feb. 22 |
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$849 |
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Income Tax Planning |
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May 3-4, May 10-11
May 18 (skip Memorial Day)
June 1
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April 3 |
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$849 |
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Retirement Planning |
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June 14-15, June 21-22
June 29 (skip July 4)
July 13
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May 14 |
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$849 |
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Estate Planning |
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July 26-27, Aug. 2-3
Aug. 10, Aug. 17
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June 26 |
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$849 |
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Capstone |
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Sept. 6-7, Sept. 13-14
Sept. 20-21, Sept. 28
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August 6 |
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$849 |
*After deadline, call (904) 620-4200 to check space availability.
Course Format:
Each Course Meets Four Weekends:
Week 1: Friday, 6:00 p.m. to 10:00 p.m. and Saturday, 8:00 a.m. to 5:00 p.m.
Week 2: Friday, 6:00 p.m. to 10:00 p.m. and Saturday, 8:00 a.m. to 5:00 p.m.
Week 3: Saturday only, 8:00 a.m. to 5:00 p.m.
Week 4: Saturday only, 8:00 a.m. to 3:00 p.m.
Please note: Make up lessons may be available on a case-by-case basis. There is a $25 fee for each lesson.
Fees
Each course fee is $849 and includes textbooks and course materials. Capstone course fee is also $849 and includes course materials.
| Special Options:
- UNF Alumni and Financial Planning Association (FPA) Members Both options include textbooks and course materials.
- $799/course
- $4,995/All seven courses
- Special Package Price: $4,995
Includes registration, textbook and course materials for all seven courses.In order to qualify for this special package price, the full fee must be received prior to the start of the first class.
- Audit: $450 per course
You may attend any of the class sessions. However, UNF will not award a grade or certificate upon completion. The purpose of auditing the classes is to obtain knowledge to better prepare in a specific area.
Who attends: audit students who have completed a previous CFP Board-Registered program, but need a refresher course or a student who will be challenging the CFP Board exam.
- Group discounts are available. Contact the Division of Continuing Education at (904) 620-4200 for rates.
- Exam Retake Fee: Any approved retake of course/module exam will incur a $50 processing fee
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Fee Payment
To reserve your spot in any course, register by the registration deadline listed by each course below. Call (904) 620-4200 after the date to check space availability.
Course fees are to be paid in full by the first class session and failure to meet this requirement will not allow the student to continue in the course.
Grading
All courses are graded and you must earn a minimum of 70% in each course to sit for the CFP® Certification Examination and receive the UNF Certificate in Financial Planning.
Policies
Withdrawal
UNF reserves the right to limit class size or to cancel courses because of insufficient enrollment. If the University cancels a course, students will be entitled to a full refund or may switch into another class if they desire. To officially withdraw from class, a letter of withdrawal must be submitted to the Program Director. Ceasing to attend classes or notifying an instructor of withdrawal does not constitute "official" withdrawal.
Refunds
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education office no later than five business days prior to beginning of the course. The request must include the company FEID number or attendees social security number. An administrative fee of 10% of total registration fees will be deducted. If you do not attend the program and do not submit a refund request, the University will retain all fees.
No refunds will be given after the start of each course.
UNF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class. If a class needs to be cancelled, we will make every attempt to notify the student by email or phone call based on information provided to our office. If you want to check on a course you can call (904) 620-4200 between 8 a.m. to 5 p.m. for confirmation.
Transfer
Transfer students from another CFP Board Registered Program into the UNF program is possible. Requests must be made in writing to the Program Director. Only students who take all seven courses at UNF will receive the UNF Financial Planning Certificate. However, an official transcript of the courses taken at UNF will be provided.
