CFP Certification

Heidelberg University offers online courses for individuals looking to earn Certified Financial Planner certification.

The seven-course curriculum is designed for individuals in the financial services industry and specifically those looking to complete necessary coursework toward the Certified Financial Planner exam, considered the gold standard in the personal financial planning field.

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Any financial services industry professional with a bachelor's degree is eligible to enroll for any or all of the courses in the series.

Program Format

There are seven courses in the program delivered online in eight week sessions. 

  • General Principles of Financial Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Capstone Course


Courses are $750 per course. 


Who may register for a CFP® course?

Any degree or continuing education student who has completed a minimum of 30 semester hours of credits.

How long is the course?

Each of the seven courses is held during an 8-week session.

What are the Spring 2019 course dates?

Session A: 1/7/19 - 3/3/19

Session B: 3/4/19 - 4/28/19

How do I register for the course?

Register for the course through our online application.

Who is teaching the course?

Faculty are appropriately credentialed and meet CFP® Board requirements.

Do I need a textbook for the course?

Generally, yes. However, textbook requirements are determined by the course faculty member. The cost of the online textbook is included in the cost for each course.

Does completion of a CFP course permit me to take the CFP exam?

To be eligible to sit for the CFP Certification Examination, an individual must have completed a minimum of an undergraduate degree and all courses in a CFP registered program.

Do I need to take all courses in the CFP sequence?

Yes, in order to sit for the CFP® Certification Exam.

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