Download January 2010 Informational Document
Please note that a completed application, including an original transcript, must be received 1 week prior to the start date of a program to have sufficient time for review. No applications will be accepted within the 1 week leading up to the first class of a program start date.
Description:
The Georgetown University Center for Continuing and Professional Education (CCPE) offers an Executive Certificate in Financial Planning in collaboration with its partner, Kaplan Schweser. This distinct program, taught by premier faculty and presented in the Georgetown University tradition of excellence, requires nine months of rigorous part-time study. Georgetown University is registered with the Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.*
The field of financial planning is experiencing healthy growth. According to the U.S. Department of Labor Occupational Outlook Handbook (2008-2009), employment opportunities for financial planners are projected to increase "faster-than-average" (37 to 41 percent) through 2016. Growth is expected to remain strong as baby boomers retire, financial products develop in complexity, tax laws change, and the industry moves toward regulation.
Designed For:
The program is designed for both established financial professionals and working professionals entering the field of financial planning. Increasingly, individuals, families, and small business owners are turning to financial planners as a means to financial security. As the field of financial planning evolves and financial professionals come to play integral roles in the lives of clients, the Executive Certificate in Financial Planning can provide a means to distinguish oneself in the industry and in the eyes of clients.
Structure:
The program comprises six courses that focus on both the theory and practice of personal financial planning. The program covers core competencies in insurance, investing, taxation, retirement planning, and estate planning in addition to ethical and professional issues faced by financial planners. See below for a list of courses.
The Executive Certificate in Financial Planning is a cohort program. If admitted, students are required to complete all courses in sequence to earn a certificate. Classes meet every other weekend at the Clarendon Campus. Classes do not meet over holiday weekends.
Class Meets:
Classes meet on Fridays from 5:00pm - 8:35pm and on Saturdays from 8:45am - 5:00pm, every other weekend.
This program is offered three times a year at the Clarendon Campus. See schedules below.
Admission and Registration:
CCPE accepts applications on a rolling basis. A complete application must be received to be considered for the Executive Certificate in Financial Planning program. A complete application consists of the following documents:
1. Completed application form and $35 application fee (to be completed through "Apply Yourself").
2. Current resume (no more than two pages).
3. One official transcript from an accredited undergraduate or graduate college or university.
Please send transcripts to:
Georgetown University
School of Continuing Studies
Department of Admissions
3307 M Street NW
Suite 202
Washington, DC 20057-1006
Applicants must apply online by clicking the "Apply Now" link in the box above.
Tuition:
The cost of tuition in 2009 is $5,600.00. This does not include books, which are estimated to cost $1,000.00 over the duration of the program. Tuition payment arrangements are required after acceptance and registration. A payment plan that allows students to pay in three installments is available. After admittance, students will receive additional information from CCPE. This program is eligible for VA benefits.
Prerequisites:
Participants in the certificate program must have a four-year degree, and three years of experience in financial services, or three years of experience in a supervisory or executive position in the government or a nonfinancial services firm. Any requests for exceptions to these admissions requirements must be made in writing to the program director at CCPE.
Some exams in this certificate program are administered online. Therefore, access to a computer with internet connectivity is a program requirement.
Frequently Asked Questions
Recent Georgetown University CFP Graduate:
"I just want to let you know that I found out yesterday that I passed the CFP exam and I'm elated! The education I received at Georgetown was top notch and was instrumental in preparing me for the exam. Please pass on my gratitude to the faculty who taught the courses as well as you and your staff for your support throughout. I'm proud to say that I received my CFP education through Georgetown University."
- Sha, May 15, 2009
Express Newspaper Article
More Information:
For more information or to speak with a program advisor, please complete the Request More Information Form, send an email to ccpefinancialplanning@georgetown.edu, or call 202.687.7000. Prospective students should also read the Frequently Asked Questions document.
* Certified Financial Planner Board of Standards Inc. owns the marks 
, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
CCPE does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™, and certification 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.
The Georgetown University Center for Continuing and Professional Education is an educational affiliate of the Financial Planning Association National Capital Area Chapter.
