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Financial Planning Frequently Asked Questions

What is the time commitment required for study outside of the classroom?
How long is the program?
How much does it cost?
Why choose Duquesne University's Executive Certificate in Financial Planning program over another program?I have already completed classes in a self-study program, can I transfer credit to your program?
What is the process of attaining the CFP® certification?

What is the time commitment required for study outside of the classroom?

Depending on the student's previous experience and education, a student can expect to spend a minimum of 2 hours outside of the classroom for every hour in the classroom.

How long is the program?

The program is nine months in length.  The program consists of six courses: Fundamentals of Financial Planning and Insurance Planning, Investment Planning, Income Taxation and Tax Planning, Retirement and Employee Benefits Planning, Estate Tax Planning and Cases in Financial Planning.

How much does it cost?

Tuition for the six-course curriculum is $4700, plus books and materials (books are not included in the tuition).  You should budget approximately $750 for books.  Payment must be paid in full before the first class unless you enroll in the payment plan.

Tuition Discounts: Attend an information session and receive $100 off your tuition or receive a 10% discount when 3 or more employees from the same company enroll.

This program is approved for GI Bill or VA education benefits and has been approved for CareerLink funding.  Please contact your VA or CareerLink office for more information about this opportunity.

Why choose Duquesne University's Executive Certificate in Financial Planning program over another program?

This is an accelerated program that allows students to meet CFP Boards education requirement to sit for the CFP® Certification Examination in nine months. The CFP® Certification Examination  pass rate for graduates from Duquesne's Executive Certificate in Financial Planning is significantly higher than the national average of 62%.  Quality instruction is a must for any outstanding educational program. All faculty members have advanced degrees and certifications and are experienced professionals in their respective fields.

This program is a joint effort between Duquesne University and Kaplan Schweser.  Kaplan Schweser is the leading provider of review materials and courses for the CFP® Certification Examination as well as a nationally recognized publisher of financial planning education materials and courses. Combined with Duquesne's commitment to education, students entering this program can be assured of the best education available.

I have already completed classes in a self study program, can I transfer credit to your program?

Duquesne University will allow students to transfer up to two classes from another CFP Board-Registered Program based upon review. Please contact us at 412.396.5600 to discuss this opportunity.

What is the process of attaining the CFP® certification?

In order to attain a CFP® certification, there are the four E's: Education, Examination, Experience and Ethics.

Education - The Education requirement can be fulfilled by successfully completing Duquesne's Certificate in Financial Planning program. Certain professionals such as a Ph.D., D.B.A., JD, CFA, CPA, ChFC or CLU may challenge the exam. Once you become a CFP® certificant, you will be required to complete 30 hours of continuing education every two years.

Examination - The CFP® Certification Examination is given three times per year in March, July and November. The national pass rate on the examination is approximately 62%.  Based on a 2004 Job Topic Study, the CFP Board issues a topic list covering 89 areas a candidate should be prepared to answer at the evaluation level or lower.

Experience - In order to receive a CFP® certification, the candidate must meet certain experience requirements, including a bachelor's degree in any discipline from a regionally-accredited U.S. college or university, and  3 years of related work experience.  The related work experience must be completed in the 10 years preceding the exam or 5 years after the exam.

Ethics - CFP® certificants are required to abide by CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. In addition, CFP® certificants are required to disclose to CFP Board if involved in a criminal or civil proceeding.

Read more in the Guide to CFP® Certification from the Certified Financial Planner Board of Standards, Inc.