Certificate in Financial Planning Program
Welcome!
The Office of Distance and Extended Learning has partnered with Dalton Education to offer a Certified Financial Planner (CFP) Board registered certificate in financial planning program. The information provided below will outline the program variations and package options.
Each program consists of six modules:
- Fundamentals of Financial Planning and Insurance
- Investment Analysis and Portfolio Management
- Taxation of Persons, Property and Other Entities
- Retirement and Employee Benefits
- Estate Tax Planning
- Capstone Course
Live-Online Certificate in Financial Planning
Note: This program is not being offered for college credit.
The Live-Online Certificate in Financial Planning program is a live, instructor-led, Internet delivered financial planning education program, designed to meet the education requirement for the CFP® Certification examination in only 9 months. This accelerated program is taught by experienced and foremost financial planning educators in the country. Texas State University offers this program in partnership with Dalton Education, the leading provider of financial planning education and materials. Because of Dalton's extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.
Unlike most distance learning options, the Live-Online Certificate is not an Internet self-study program. Rather, classes are conducted live, over the Internet. From anywhere in the country, students with Internet access can attend "virtual classrooms" to interact and communicate with instructors and other students using a headset and voice-over IP technology. All the live classes are also recorded and available for playback.
Visit our FAQ page for more information.
Live-Online Program—Package Options
Basic Package ($5,650.00) includes:
- Online classroom
- Access to the Learning Library
Visit our Textbook page for more information.
Platinum Package ($6,575.00) includes:
- Online classroom
- All textbooks
- Flashcards
- Financial calculator
- Access to the Learning Library
Diamond Package ($7,795.00) includes:
- Online classroom
- All textbooks
- Flashcards
- Financial calculator
- Access to the Learning Library
- The Dalton Review
Live-Online Program Schedule
The live-online program begins in January, March, May, July, September, and November of each year. All programs begin with the Fundamentals of Financial Planning and Insurance. This program meets two nights per week and for two hours each night.
When enrolling in the program, students will select their Start Month.
Click on the following program options to view the schedule.
Live-Online Program Registration
Registration for the Masters Program Certificate in Financial Planning is now open. To register visit our Registration page.
Online Self-Paced Certificate in Financial Planning
Note: This program is not being offered for college credit.
The Online Executive Certification in Financial Planning program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student's schedule.
Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework, and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.
Visit our FAQ's page for more information.
Online Self-Paced Program - Package Options
Bronze Package ($3,195.00) includes:
- Online content only
Visit our Textbook page for more information.
Silver Package ($3,995.00) includes:
- Online content
- All textbooks
- Flashcards
- Financial calculator
Gold Package ($4,795.00) includes:
- Online content
- All textbooks
- Flashcards
- Financial calculator
- The Dalton Review
Self-paced Executive Program Registration
Registration for the Self-paced Executive Program is now open. To register visit our Registration page.
Information and Assistance
If you have questions about the content of your course, you may contact Dalton Education directly at 877-426-2373 or send an email to info@dalton-education.com.
For all other inquiries, please contact the Office of Distance and Extended Learning at 512-245-2507 or send an email to continuinged@txstate.edu.
