Executive Certified Financial Planner Certificate Program (CFP®)

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 – Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.
  • 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. For more information please visit, http://umiami.dalton-education.com/, call (855) 589-5731 or email info@dalton-education.com.

Register today!

Information Session On Demand

Please note: Our On-Demand info session runs through Blackboard Collaborate, which requires Java and may be blocked by your browser. If you don't see the video, look for a browser pop-up message and click "OPEN" in Internet Explorer or "KEEP" in Google Chrome.

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. 

This program is offered through the Office of Professional Advancement.


The first half provides an introduction to financial planning and background information necessary to succeed. This includes coverage of regulatory and ethical requirements, the economic environment, budgeting and personal use asset management. The second half of the course covers insurance planning from a financial planning orientation, including life insurance, health insurance and property insurance.

No Scheduled Classes

Income Tax Planning

Examines the impact of federal income taxation on personal financial planning. The focus is on conceptual issues and tax planning. Text materials are supplemented with tax articles from business publications such as The Wall Street Journal.

No Scheduled Classes

Employee Benefit and Retirement Planning

Emphasizes the fundamentals of employee benefit and retirement planning from a personal financial perspective. The class will cover group insurance, other employee benefit plans and retirement. By course’s end, students should be able to evaluate the benefit and retirement needs of an individual and recommend appropriate plans.

No Scheduled Classes

Investment Planning

This course covers investments from a financial planning perspective. The course covers the investment planning process including allocation, stock investments, fixed income investments, derivatives and indirect investments such as mutual funds. At the end of this course you should be able to construct a portfolio of investments that matches a client’s objectives, investment horizon and risk tolerance.

No Scheduled Classes

Estate and Gift Tax Planning

Focuses on estate and gift tax planning with particular emphasis on personal financial planning aspects of estate, gift and income tax practice. Includes coverage of how retirement insurance, investment and estate planning issues are interrelated.

No Scheduled Classes

Comprehensive Financial Planning

Emphasizes the provision of comprehensive financial planning services to individuals. Discussions of collection of client information, preparation of personal financial statements, identifying client needs, cash management, income tax planning, retirement planning, estate tax planning, insurance planning, investment planning and planning for college funding. At the end of this course, students should be able to identify the major issues in each of the above areas and prepare a comprehensive financial plan.

No Scheduled Classes