Executive CFP® Certificate Program

Executive Certificate in Financial Planning Program

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The University of Miami, in partnership with Dalton Education, is pleased to announce our new online Executive Certificate in Financial Planning Program. This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination. The benefits of this program include

  • Complete at Your Own Pace – Our program is designed to be completed in 9 months (or less), but there is no extra charge for extended access.
  • Customized Learning – On a per subject basis, students decide how much detail they need. If you're up to speed on one topic, you can move on to something new, and drill down into the online content to learn more!
  • CFP® Exam Focused – The program is designed by former members of the CFP® Board of Examiners.

Our online Executive Certificate in Financial Planning Program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule or attend a traditional classroom program. Please visit, http://umiami.course-central.com, for a complete list of courses, details, and enrollment information.

For more information on the program and to register, please visit call (877) 426-2373.

The University of Miami has partnered with Dalton Education, a leading provider of innovative education solutions in financial planning, to offer an online certificate program, which is designed to fulfill the education requirement to sit for the CFP® Certification Examination. Our program consists of providing the highest quality CFP® education through the University of Miami and the leading CFP® review course in the industry, THE DALTON REVIEW® for the CFP® Certification Examination. No other review course is as comprehensive and exam focused as THE DALTON REVIEW® for the CFP® exam.



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Program Requirements: Please note: Beginning January 1, 2007, candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP® certification. For more information about CFP® certification please visit: http://www.cfp.net.

Currently, there are no prerequisites or admissions process for the University of Miami's program; however a general knowledge of finance terms and an understanding of financial planning issues are desired.

Students who successfully complete all the courses will be awarded a Certificate of Completion from the University of Miami.