UNF CERTIFIED FINANCIAL PLANNER™ Certificate Program

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Course Schedule, Enrollment, Tuition, Grading and Policies

  

2017 Schedule

COURSE DATES FEE ENROLL
General Principles Jan. 27-28, Feb. 3-4, 11 and 18 $849 Enroll
Insurance Planning March 10-11, 17-18, April 1 and 8 $849 Enroll
Investment Planning April 28-29, May 5-6, 13 and 20 $849 Enroll
Income Tax Planning June 9-10, 16-17, 24 and July 8 $849 Enroll
Retirement Planning July 28-29, Aug. 4-5, 12 and 19 $849 Enroll
Estate Planning Sept. 8-9, 15-16, 23 and 30 $849 Enroll
Capstone Oct. 20-21, 27-28, Nov. 3 and4 $849 Enroll

Course Format:

Each course with the exception of the Capstone, meets for four weekends.

Week 1: Friday, 6 p.m. to 10 p.m. and Saturday, 8 a.m. to 5 p.m.

Week 2: Friday, 6 p.m. to 10 p.m. and Saturday, 8 a.m. to 5 p.m.

Week 3: Saturday only, 8 a.m. to 5 p.m.

Week 4: Saturday only, 8 a.m. to 3 p.m.

 

Attendance Policy:  Attendance of each class is mandatory. Regular and punctual attendance is an important aspect to the success in the UNF Certified Financial Planner™ Certificate Program. This is an accelerated program that requires full attendance for every class. In the event there is a need for a pre-arranged absence from class, you must notify UNF and the instructor with as much prior notice as possible. In the event you are sick and cannot attend, it is your responsibility to notify UNF and the instructor prior to the start of class. Prior approval is necessary for circumstances when a pre-arranged absence requires additional make-up sessions. Excessive absenteeism may not permit students to maintain their responsibilities for a successful program and may result in having to make up the missed module before the next cohort. There is a $25 fee for each make up lesson (not class). 

 

Enrollment

 

ONLINE - Click Enroll above, then, click on Add to Cart.

 

CALL us at (904) 620-4200. Please have your credit card number and expiration date handy.

 

MAIL the completed registration form and payment to Continuing Education, University of North Florida, 12000 Alumni Drive, Jacksonville, FL 32224-2678.

 

E-MAIL your registration information to unfce@unf.edu. You will receive a response confirming registration.

 

HAND DELIVER your registration form to a staff member in our office at the University Center, Monday through Friday from 8 to 5 p.m.

 

Fees

Each course fee is $849 and includes textbooks and course materials. 

 

Regular Individual Course Registration Fee
Students may register for individual courses. Each course cost $849, which includes your registration fee, textbooks, and workbooks. Course fees must be paid in full at the time of registration.

Regular Series Registration Fee
Students who register for all seven courses will receive a $300 discount on the Capstone (FP700) course.

UNF Alumni/FPA Member* Individual Course Registration Fee
UNF Alumni and FPA members receive a $50 discount when they register for individual courses.

UNF Alumni/FPA Member* Series Registration Fee
UNF Alumni and FPA members who register for all seven courses will receive a $50 discount on each course and an additional $350 discount on the Capstone (FP700) course.

Organization/Company Group Series Registration Fee
Organizations who wish to register two or more employees for the program will receive a $100 discount on each course and an additional $350 discount on the Capstone (FP700) course per employee.  Please contact the Program Director.
 
*For more information on becoming an FPA member, please visit www.fpanet.org

 

Audit Course Registration

$500 per course
To audit a course from UNF's Certified Financial Planner™ Certificate Program, you must provide proof of prior course work by sending transcripts to UNF Continuing Education. Upon completion of an audited course, UNF will not award a grade or certificate. The purpose of auditing a course is to obtain knowledge to better prepare in a specific area.

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.

 

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