Upcoming Classes with Fees & Cost
UFG Institute for Professional Education
Financial
Programs
Key Facts - Marquette CFP® Board-Registered Education Program
The five courses in the
Marquette
University Certificate in Financial Planning Program
- FP21, FP22, FP23, FP24 & FP25 can be taken in any order.
All
courses are taught at the graduate level of study, and it is recommend that students obtain at least one of the following before
enrolling in the program (1) a graduate degree, (2) an undergraduate
degree in accounting, business, economics or finance, or (3) a written
confirmation from CFP Board that the individual has satisfied the experience requirement
necessary to become a CFP® certificant.
Courses are scheduled throughout the year. Courses are scheduled on a rotating basis at each
locale. At most locales the entire Marquette
University Certificate in Financial Planning Program can
be completed in one calendar year.
If you are willing to go to different locales, all 5 courses
can be completed in about six months, but it is generally not advisable to take
more than 2 courses at a time if you have a full time position. All 5
courses must be completed within 6 years.
Interested in taking some CFP® Board-Registered
Education Courses for Academic
credit? Through a preferred transfer arrangement with the Graham School of
Management at St. Xavier University (SXU), up to
three academic courses that are comparable to our FP22, FP23, FP24 &
FP25 can be taken at SXU and transferred over to the
Marquette
University Certificate in Financial Planning Program.
Please
contact our Curriculum Coordinator at (630) 369-8003 for details.
Interested in distance learning? If so, we have a
preferred transfer arrangement with Florida
State University (FSU) that allows up to three distance learning courses
that are comparable to our
FP22, FP23, FP24 & FP25 to be taken online from FSU and
transferred over to the
Marquette
University Certificate in Financial Planning Program.
Please contact
the Curriculum Coordinator at (630) 369-8003
for details.
Interested
in offering our courses as part of an in-house training program?
Contact
the Curriculum Coordinator for the
Marquette
University Certificate in Financial Planning Program at (630) 369-8003
to explore the possibilities.
For
CFP®
Board-Registered
Education Courses
completed at colleges, universities, or professional
organizations other than FSU, IUSB ,MU, NCC, or
SXU students can, for a
nominal fee, seek an exemption from up to two of the five
required courses in the
Marquette
University Certificate in Financial Planning Program through
the Waiver
by Course Transfer process. If you seek a
Waiver by Course Transfer, please obtain an official transcript from the CFP Board- Registered
Education Program you previously attended, and forward it to
the Curriculum Coordinator. You may also seek a Waiver by Transcript Review
for other financial course work that you have taken. To do this
please consult the
Guide to CFP® Certification that is
available from CFP Board in Denver Colorado to determine the required submissions to be made to
CFP Board. If you receive a positive written recommendation from CFP Board,
you may forward it to the Curriculum Coordinator for processing.
For further details contact the Curriculum Coordinator at (630) 369- 8003
Course costs may be eligible for Lifetime Learning Credits on your U.S. federal
income taxes.
Each course
in the
Marquette
University Certificate in Financial Planning Program is designed to provide 30 hours of participant submitted classroom
CPE credit for CPA’s, CLU’s and EA’s .
Broker-Dealers should note that each course in the
Marquette
University Certificate in Financial Planning Program
has been designed to meet NASD-mandated annual firm continuing
education requirements. (See NASD notice 95-13 for details).
When
you have successfully finished the entire five course
Marquette
University Certificate in Financial Planning Program ,
your matriculation will be reported to the CFP Board and you will be sent a letter evidencing completion of a CFP Board-Registered Program that can be submitted
with your application to sit for the CFP® Certification
Examination
Certified
Financial Planner Board of Standards, Inc., owns the marks CFP®,
CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame
logo) ® , which it awards to individuals who successfully complete initial
and ongoing certification requirements.
Marquette
University et al., does not certify individuals to use the CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame
logo) ® marks. CFP certification is granted only by Certified
Financial Planner Board of Standards, Inc. to those persons who, in addition to
completing an educational requirement such as this CFP Board-Registered
Program, have met its ethics, experience and examination
requirements.
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