Why Choose Etown for CFP® Certification?
Enhance your career in wealth management and financial planning with Elizabethtown College SGPS's post-baccalaureate program, officially registered and approved by the CFP Board®. Our curriculum encompasses six detailed courses, specifically tailored to meet the requirements for the Certified Financial Planner (CFP®) examination. This includes a capstone course where you'll complete a comprehensive financial plan.
Our program is ideal for professionals seeking to elevate their expertise in financial planning. We offer in-depth instruction in financial planning, focusing on crafting personalized services that align with clients' financial objectives, needs, and risk tolerance. Experience a curriculum designed for aspiring wealth management experts, emphasizing the delivery of top-tier financial planning services. This Financial Planning Education program is offered through a collaborative partnership between Etown's School of Business, School of Graduate and Professional Studies, and industry leader, Dalton Education.
Program Outcomes:
- Understand the principal knowledge topics established for the CFP® exam and gain the ability to sit for the CFP® exam.
- Design and develop a comprehensive finance plan.
- Communicate in writing with clients catered to their financial goals and risk profiles.
Hybrid
Program Format
Prepare for a Career in Finance and Wealth Management
This financial planning program equips students with a comprehensive set of skills and knowledge, preparing them for various roles across business sectors. Graduates can pursue careers within financial services companies such as, Financial Advisor, Wealth Manager, Financial Planner, and Financial Analyst, as well as additional varied roles at banks or credit unions. CFP® certification is one of the best places to start when looking to pursue a career in financial services.
Understand Tuition Costs and Explore Scholarship Opportunities
The CFP® Certification Financial Planning Education Program is priced at $400 per credit. Scholarships and financial aid are available to make your Etown SGPS education even more affordable. Below are just a few of the scholarships and programs available to students:
- Alumni Scholarship: 15% tuition discount, available to Elizabethtown College alumni.
- Affinity Partner Scholarship: 15% discount, offered to employees of organizations partnered with Etown SGPS.
- Jay Fellowship Referral Program: This is a referral program that benefits both current students/alumni and prospective students. When a student or alum refers a new student, both the referrer and the referred student receive a complimentary credit for their program of interest.
- Additional Scholarships for Adult Learners: Discover scholarship opportunities designed to support adult learners in achieving their academic goals. View more information on Scholarships for Adult Learners.
Tuition and fees are reviewed and subject to change annually.
Tuition & AidCFP® Certification Financial Planning Education Program Requirements
The CFP® Certification Financial Planning Education Program at Elizabethtown College requires 18 credit hours of academic work. Students must take at least 15 credits through Elizabethtown College to be awarded the graduate certificate.
Application Requirements & Process
To enter our CFP® Certification Financial Planning Education program you will need to:
- Hold a baccalaureate degree from a regionally accredited college or university.
- Maintain an undergraduate GPA of 3.0 or higher (waivers available based on work experience and other factors).
- Three years of relevant work experience is preferred but not mandatory.
- Contact or meet with our admissions staff for guidance and to find out more information.
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Complete the graduate application via the online portal which includes the submission of a $25 nonrefundable application fee, waived for Elizabethtown College graduates.
- You will need to request official transcripts from all undergraduate institutions you have attended and upload your current resume.
- Additionally, prepare a personal statement to demonstrate your commitment to professional advancement and contribution to financial planning and advisory.
- The application process also requires two recommendations; instructions for these are available in the admissions portal.
- As an optional step, you can upload proof of certification in CPA, CMA, CIA, CFA, or other relevant financial services credentials. These materials combined will provide a comprehensive view of your qualifications and aspirations for the graduate program.
- After submitting your application, the SGPS Team will review it and make an admissions decision.
- If accepted, you will receive an initial offer letter via the applicant portal, which you must accept to proceed with matriculation.
- If there are any questions or concerns, the admissions team will contact you for further discussion.
Etown seniors, alumni, and employees may be able to take advantage of our two-step, fast-tracked application process.
