Santa Clara University

online-learning

Executive Development Center
Online Learning


Online Executive CFP® Certification Education Program

Welcome to the Online Executive CFP® Certification Education Program offered through Santa Clara University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.

For more information, click here OR please call 877-426-2373 or send an email to scucfp@course-central.com


CFP Exam Dates - 2014

Exam Date: November 18-22, 2014
Registration Deadline: November 4, 2014
Registration: Open
Withdrawal Deadline: TBD

Beginning in November 2014, The CFP® exam will be administered in a computer-based format during 5-day testing windows each March, July and November.  Candidates can select their testing location from Prometric’s global network of testing sites, which includes more than 250 sites in the U.S.  The exam consists of two 3-hour testing sessions separated by a scheduled 30-minute break. A 7-hour appointment is scheduled to allow time for check-in, and security procedures. The computer-based CFP® exam is not easier or more difficult than the previously-used pencil-and-paper format and maintains the same content outlined in CFP Board’s Job Task Domains and Principal Topics, which represent the knowledge and abilities required to deliver financial planning services to clients. Learn more about the new computer-based format >


Student Testimonials

"All in all, the Dalton Program is a great value and I recommend it without reservation!"
- Michael McAninch

"I would definitely recommend Dalton to anyone who wants to pass the CFP on the first try."
- Rudy Fernandez

"I PASSED!! Thanks Joe and pass my thanks along to everyone else at the school."
- Chris McFadden


Financial Plan Presentation Course – Challenge Candidates

Effective November 18th, 2011, challenge candidates that did not previously sit for the CFP® Certification Examination will be required to complete the Financial Plan Presentation course in order to sit for the March 2012 exam, or later. If a challenge candidate registered for the November 2011 CFP® exam as a "challenge candidate", but did not pass the November exam, they are not required to complete the Financial Plan Presentation course to take the exam in March 2012 or later.
Santa Clara University, partnered with Dalton Education, offers this course consisting of online, self-paced study combined with live online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identify and plan for a client's goals and risks. This course is available for $825 and includes the Cases in Financial Planning textbook. Register now by calling 877-426-2373 or online here.

For more information, click here OR please call 877-426-2373 or send an email to scucfp@course-central.com

Guest Lecture Series

Dalton Education is pleased to offer our Guest Lecture series! This series of free, live online lectures is designed to provide attendees with timely and insightful information on issues in the financial planning education community. Please be sure to join us, as we have assembled a guest lecturers from a wide background including some of the top financial planning instructors, practitioners, authors and experts in the field, some have even served on the CFP Board's Council on Examinations.

Upcoming Topics in the Guest Lecture Series:

November Changes to the CFP Exam and The 4 Secrets to Passing the Exam
Tuesday, April 1, 2014 | 12:30 PM - 1:00 PM EST
30 Minutes

November Changes to the CFP Exam and The 4 Secrets to Passing the Exam
Thursday, April 3, 2014 | 5:30 PM - 6:00 PM EST
30 Minutes

Each guest lecture is approximately 20 minutes, followed by 10 minutes of Q&A. Since the lectures are live, space is limited, and you can reserve your spot by simply clicking on the "Register" button next to the lecture you are interested in and completing the RSVP form. All live lectures are recorded, so you can request a link to playback a lecture as well.

Register today for these FREE seminars!  Each guest lecture is approximately 20 minutes, followed by 10 minutes of Q&A. Since the lectures are live, space is limited, so be sure to register today. All live lectures are recorded, so you can request a link to playback a lecture as well.


Program Courses

Fundamentals of Financial Planning and Insurance

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

Course Materials:
  • Fundamentals of Financial Planning, 3rd Edition, (Money Education)
    ISBN: 978-1-936602-09-4 (hard cover)
    ISBN: 978-1-936602-10-0 (soft cover)
  • Fundamentals of Financial Planning - Insurance, 3rd Edition, (Money Education)
    ISBN:  978-1-936602-11-7
  • Financial Calculator Essentials, 2nd Edition, Joseph M. Gillice (Dalton Education)
    ISBN: 0-9820884-1-8
      - Order all three books by calling Money Education at: (888) 295-6023 or visiting their website at http://money-education.com

Investment Analysis and Portfolio Management

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Course Materials: 

Taxation of Persons, Property and Other Entities

This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs.  In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.

Course Materials:
  • Income Tax Planning for Financial Planners, 6th Edition, E. Vance Grange, Thomas P. Langdon, Michael A. Dalton (ME – Your Money Education Resource)
    ISBN: 978-1-936602-13-1
      - Order by calling customer service at: (888) 295-6023 or visiting their website at http://money-education.com

Retirement and Employee Benefits

This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits.  This course also presents an overview of the Social Security disability and health care programs such as Medicare.

Course Materials:
  • Retirement Planning and Employee Benefits for Financial Planners, 9th Edition, Michael A. Dalton (ME – Your Money Education Resource)
    ISBN: 978-1-936602-14-8
      - Order by calling customer service at: (888) 295-6023 or visiting their website at online http://money-education.com

Estate Tax Planning

This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates.  Course participants will also learn the tax implications of gifts and bequests during lifetime and at death.  The approach provides students with taxation avoidance and minimization techniques useful in planning a client's estate.

Course Materials:
  • Estate Planning for Financial Planners, 6th Edition, Michael A. Dalton, Thomas P. Langdon (ME – Your Money Education Resource)
    ISBN: 978-1-936602-01-8
      - Order by calling customer service at: (888) 295-6023 or visiting their website at http://money-education.com

Plan Presentation Course

The Plan Presentation course consists of both online, self-paced study combined with live-online instruction.  Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identifying and planning for a client's goals and risks. This course does fulfill the CFP Board's Capstone Course requirement.

Course Materials:
  • Cases in Financial Planning, 1st Edition, Michael A. Dalton, James F. Dalton, Katheleen F. Oakley (ME - Your Money Education Resource)
    ISBN: 978-1-936602-08-7
    - Order by calling customer service at: (888) 295-6023 or visiting their website at: http://money-education.com

 
 
CFP LINKS
CFP® EXAM DATES & REGISTRATION

Exam Date: November 18-22, 2014
Registration Deadline: November 4, 2014

 
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