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Certified Financial Planner
CFP Information Session
CFP Schedule and Register
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Certified Financial Planner™ Certificate Program
Frequently Asked Questions
For information, please contact us by
or call (904) 620-4200.
Is there an option to enroll in the complete seven course program as well as individual courses?
Yes, both options are available. Please view the
Schedule / Register
Where are CFP courses offered?
The courses take place at the University of North Florida Adam W. Herbert University Center (Bldg. 43), located at 12000 Alumni Drive, Jacksonville, Fla. 32224. Parking in Lot 16 (
UNF Campus Map
) is included in your CFP tuition. Visit
for directions to the Herbert University Center. For classroom and other information, please call (904) 620-4200.
What is the price for the CFP courses?
Each CFP© course fee is $849 and includes textbooks. The Capstone course fee is $849 and includes study materials. A special "package" price is available when registering for all seven courses. Discounts are available to UNF Alumni and members of the Financial Planning Association. Group rates are also available. Please call (904) 620-4200 for additional information.
How do I receive my textbook?
After you have registered and paid for a course, your textbook will be delivered to you so you are prepared for the first day of class. Advance review is required.
Are online courses available?
Currently all courses are instructed in our classrooms and not available online.
Are the courses eligible for UNF credit (degrees)?
All courses are offered as non-credit and not transferable to UNF credit degree/certificate programs.
What if I miss a class session?
Students must attend ALL class sessions in order to receive a grade for the course. Make up lessons may be available on a case-by-case basis. There is a $25 fee for each lesson; approximately 4-5 lessons are covered per class day.
What courses do I need to complete to be eligible to take the CFP® Certification Exam?
To earn the UNF Certificate in Financial Planning and be eligible for the CFP® Certification Examination one must successfully complete all seven courses including Capstone.
What is the Capstone course?
As of January 2012, CFP Board is requiring all students completing a Board-Registered program along with those eligible to challenge the exam are required to complete the Capstone. For more information on the CFP Board requirements, please visit
the official CFP Board page.
How do I register to take the CFP® Certification Exam?
Students are responsible for registering for the exam themselves upon successful completion of the program. Please visit the
Certified Financial Planner Board of Standards.
What is the cost of the textbooks? Are there any other supplies to purchase?
The cost of textbooks is included in the course registration fee. Our program combines a series of textbooks and Zahn Associates Inc. supplemental materials. Both the textbooks and the supplemental materials will be a part of the class curriculum. Students will need to purchase a calculator for the first class session. Our recommended calculators for the program are either the HP10BII, HP12C, HP17BII.