Why This Program?
This 15-month program allows you to prepare for the CFP® exam while maintaining your life and work. The comprehensive curriculum is CFP® Board approved and includes the Principal Knowledge Topics included in the CFP® exam. You will meet online with your cohort for live instruction and discussion one evening each week. Online study tools, quizzes and course exams allow you to stay on track as you build your financial planning knowledge.
What You'll Learn
- General Financial Planning Principles, Professional Conduct and Client Psychology
- Risk Management, Insurance Planning and Employee Benefits
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial Plan Development (Capstone Course)
Career Possibilities
- Financial Planner
- Financial Advisor
- Wealth Management Advisor
- Client Relationship Manager
- Financial Analyst
- Investment Manager
- Financial Services
Program Details
| Program Fee |
Early Registration Program Fee: $4,800 - Must register before October 28, 2026
Regular Registration Program Fee: $5,400
|
| Program Length | 15 Months |
| Program Format |
Live Online via Zoom (not recorded) |
| Program Day/Time | Tuesdays, 5:00pm-9:05pm |
| Start Date | February 23, 2027 |
| Early Registration Period | September 22, 2026 - October 27, 2026 |
| Regular Registration Period | October 28, 2026 - January 25, 2027 |
| Attendance Policy | One absence allowed per each of seven 8-week courses |
| Prerequisites | None, though a degree in a related field and/or work experience in the Financial Planning industry are a plus |
Belmont Executive Education offers the Certificate in Financial Planning Program in partnership with The College for Financial Planning, A Kaplan Company, the leading provider of financial planning and education materials. Kaplan has helped more than 20,000 financial professionals pass the CFP(R) Certification Examination.
Resources
Registrants will receive specific instructions for ordering their program materials through The College for Financial Planning, a Kaplan Company. Program participants are required to follow the provided instructions to ensure textbooks and materials are aligned with the curriculum and continuous enrollment in each sequential course isn't interrupted. Instructions are sent via email along with other program orientation information prior to the first session.
Please review the Certified Financial Planner Board of Standards, Inc. calculator policy prior to purchasing a calculator.
Faculty
Blake Schneider CFP®, CFS®, CES®
Full Program Schedule
Live Online via Zoom | Tuesdays | 5:00 pm-9:05 pm
| Session | Hours | Date |
|---|---|---|
| General Financial Priniciples, Professional Conduct and Regulation | 20 Hours |
February 23 - March 30 |
| Risk Management, Insurance and Employee Benefits Planning | 20 Hours | April 6 - May 18 |
|
Investment Planning |
32 Hours | May 25 - July 20 |
| Tax Planning | 32 Hours | July 27 - September 21 |
| Retirement Savings and Income Planning | 32 Hours | September 28 - November 23 |
| Estate Planning | 32 Hours | November 30 - February 8 |
| Capstone - Financial Plan Development | 32 Hours | February 15 - April 4 |
Exam Weeks: 3/30/27, 5/18/27, 7/20/27, 9/21/27, 11/23/27, 2/8/28
Class Will Not Meet: 4/13/27, 12/21/27, 12/28/27
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Course Fee
$4,800 (Early Registration)
$5,400 (Regular Registration)
Registration Deadline
October 27, 2026 (Early Registration)
January 25, 2027 (Regular Registration)