Georgetown University School of Continuing Studies

Center for Continuing and Professional Education

Center for Continuing and Professional Education

Financial Planning

Program Description

Georgetown University's Center for Continuing & Professional Education has offered the Certificate in Financial Planning in collaboration with Kaplan Schweser for over 10 years. This distinct program, taught by renowned faculty and experienced practitioners, requires nine months of rigorous part-time study in planning fundamentals, investments, taxation, retirement planning, estate planning, and ethics. The program concludes with a comprehensive client case study intended to prepare graduates for real-world client interaction.

Georgetown University is registered with Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification. The Georgetown University Center for Continuing and Professional Education is an educational affiliate of the Financial Planning Association National Capital Area Chapter.

Program Objectives

By the end of the program, successful participants will be able to:

  • Apply financial planning knowledge in an integrated approach to real-life financial planning situations.
  • Advise individuals, families, and small businesses on a variety of complex financial issues.
  • Become informed, competent, and ethical financial planners and leaders inthe financial planning industry.
  • Develop and maintain tailored and comprehensive financial plans.

Please note that the Certificate in Financial Planning program is designed to teach the profession, not the CFP ® exam. While the Certificate in Financial Planning program is a CFP ® Board registered program, it is not a test preparation program.

Designed For

  • Established financial professionals seeking advancement in the industry
  • Working professionals seeking a career change to the financial services industry
  • Individuals seeking to better manage their assets, accounts, and portfolios

Career and Industry Outlook

The field of financial planning is experiencing healthy growth. According to the U.S. Department of Labor Occupational Outlook Handbook, employment opportunities for financial planners are projected to increase "much faster than average" (32 percent) through 2020. Money Magazine and Payscale.com project that demand for financial planners will grow 41% by 2016. Careercast.com cited financial planning as one of the top five jobs in 2013. Major drivers of employment growth include the retirement of the Baby Boomer generation, increasing complexity of financial products, evolving tax and healthcare laws, longer life spans, and increasing industry regulations from the newly formed Consumer Financial Protection Bureau.

At the same time, the Certified Financial Planner®designation has proven benefits including greater earnings power, higher client satisfaction, and a respected professional designation that is a key differentiator for prospective clients. For more about the benefits of the designation, visit the Certified Financial Planner Board of Standards website.

Program Faculty

The faculty who teach in the Certificate in Financial Planning program are widely considered thought leaders and expert practitioners in the financial planning industry. Most have taught in the program for more than 10 years and continue to write and publish books and articles about financial planning as well as advise clients.

Program faculty include:

Certificate Requirements

To receive the Certificate in Financial Planning from Georgetown University, students must successfully complete the six (6) required courses for a total of 22.8 Continuing Education Units (CEUs), which is equivalent to 228.0 contact hours. The program is designed to be completed in 9 months, though students have a maximum of two years to complete the certificate requirements.

Program Prerequisites

  • A bachelor's degree or the equivalent.
  • A minimum of three years of professional work experience is preferred, though exceptions are possible.
  • A TOEFL examination for non-native speakers of English is not required but students are expected to read, write and comprehend English at the graduate level to fully participate in and gain from the program.
  • Computer and internet access. Most exams in the program are administered online. Therefore, access to a computer with internet connectivity is a program requirement.
  • Any requests for exceptions to these requirements must be made in writing to the program director at CCPE.

Program Structure & Content

  • The program consists of six required courses that focus on the theory and practice of personal financial planning.
  • Students are strongly encouraged to complete all courses in sequence beginning with
  • The minimum program completion time is 9 months. The maximum completion time is 2 years.
  • Core competencies developed include financial and insurance planning, investing, tax strategies, retirement planning, and estate planning in addition to understanding the professional duties and ethical standards of a financial professional.
  • Fundamentals of Financial Planning and Insurance Planning is approved for insurance CE credits in DC, VA, and MD.

Program Format & Schedule

Courses meet Friday evenings and Saturdays. Meeting times may vary. Refer to individual course pages below for specific course schedules.

Program Tuition

Total program tuition is $6,225.00, excluding books (see below). Register for all six courses in one transaction to receive a 10% tuition discount on each course. This reduces the total certificate tuition to approximately $5,600.00. Once you have added all six courses to your cart, select the CFP Discount from the drop-down menu for each course and click "Update Total". Withdrawals and refunds are processed based on the Withdrawal and Refund Policy.

This program also qualifies for Veterans Affairs Benefits for eligible students.

Program Registration

This certificate is an open enrollment program. No application is required and registration is available by clicking the course links below. Current students must register with their Georgetown NetID and password. New students must first create an account and password through the Student Portal prior to registration. After your account is created, you will receive a Georgetown NetID via email. When you have your Georgetown NetID and password, continue registration by clicking "Add to Cart" on the course registration page, logging in, and following the steps to complete checkout. Course registration is complete when payment is processed and you receive a confirmation email.

Program Materials

Textbooks are estimated to cost between $750.00 and $1,000.00. Please review the Fall 2013 Textbook List, Spring 2014 Textbook List. Students are also required to have a financial calculator. The approximate cost of a financial calculator is $80.00.

Course materials will be distributed in digital format and accessible through Blackboard, Georgetown's learning management system. Students must have a laptop or tablet computer to access course materials.

International Students

Non-credit professional certificate programs are classified as part-time education programs. As a result, Georgetown University cannot sponsor international students for student visas (F-1) to enroll in certificate programs. However, prospective international students who enter the U.S. on a valid visa are eligible to enroll in courses. For more about travel visas, please see the section on international students under Frequently Asked Questions.

More Information

For more information or to speak with a program advisor, please complete the Request More Information Form, email ccpeprograms@georgetown.edu, or call (202) 687-8700. Interested students are also encouraged to attend an upcoming information session.

 


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.


Financial Planning: Fall 2013 Schedule

Course Name Semester Dates Schedule Tuition
Fundamentals of Financial Planning and Insurance Fall 2013 Completed Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $1295.00
Investment Analysis and Portfolio Management Fall 2013 Completed Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Retirement and Employee Benefits Fall 2013 Completed Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Taxation of Person, Property and Other Entities Fall 2013

Completed

Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $920.00
Estate Tax Planning Fall 2013

March 28, 29; April 11, 12, 25, 26

Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $920.00
Capstone Course in Financial Planning Fall 2013 May 9, 10, 16, 17, 30, 31 Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $1250.00
 

Financial Planning: Spring 2014 Schedule

Course Name Semester Dates Schedule Tuition
Fundamentals of Financial Planning and Insurance Spring 2014 Completed Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $1295.00
Investment Analysis and Portfolio Management Spring 2014 March 21, 22; April 4, 5, 25, 26 Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Taxation of Person, Property and Other Entities Spring 2014 May 9, 10, 16, 17, 30, 31 Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Retirement and Employee Benefits Spring 2014

June 13, 14, 27, 28; July 11, 12

Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Estate Tax Planning Spring 2014

July 25, 26; August 8, 9, 22, 23

Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $920.00
Capstone Course in Financial Planning Spring 2014 September 5, 6, 12, 13, 26, 27 Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $1250.00

 

Financial Planning: Fall 2014 Schedule

Course Name Semester Dates Schedule Tuition
Fundamentals of Financial Planning and Insurance Fall 2014 Sept 12, 13, 26, 27; Oct 10, 11, 24, 25 Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $1295.00
Investment Analysis and Portfolio Management Fall 2014 Nov 7, 8, 21, 22; Dec 5, 6 Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Retirement and Employee Benefits Fall 2014 Jan 9, 10, 23, 24; Feb 6, 7 Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Taxation of Person, Property and Other Entities Fall 2014

Feb 13, 14, 27, 28; Mar 13, 14

Friday 6:00 PM - 9:35 PM, Saturday 8:15 AM - 4:00 PM $920.00
Estate Tax Planning Fall 2014

Mar 27, 28; April 10, 11, 24, 25

Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $920.00
Capstone Course in Financial Planning Fall 2014 May 8, 9, 15, 16, 29, 30 Friday 5:30 PM - 9:00 PM, Saturday 8:15 AM - 4:00 PM $1250.00

 




  Required 
Minimum Required:  6.0  Courses
    XCPD-020   Fundamentals of Financial Planning and Insurance Planning
    XCPD-021   Investment Analysis and Portfolio Management
    XCPD-022   Taxation of Persons, Property and Other Entities
    XCPD-023   Retirement and Employee Benefits
    XCPD-024   Estate Tax Planning
    XCPD-025   Capstone Course in Financial Planning

Certificate Programs Information Session

June 25, 2014 SCS CAMPUS Details

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