Certified Financial Planner

The College of Charleston Certified Financial Planner (CFP®) Certification Education Program is designed to broaden the financial skills and career options of professionals practicing in the financial services industry.
This challenging and academically rigorous program is offered over a 12-month period.

The next program is scheduled to begin Monday, March 19, 2018.

Courses will meet in-person Monday evenings from 6:00 to 9:00 p.m. at the College of Charleston North Campus, located at 3800 Paramount Drive in North Charleston.
Students will have on-line course-work that will be completed weekly. Each module will have one Saturday meeting from 8:00am-5:00pm.


CFP Application

CFP Information Packet 2018


Who Should Apply?

The course is designed for individuals who are working – or have worked – in the financial services industry.

Applicants are expected to have earned a bachelor’s degree from an accredited college or university.
Additionally, applicants should typically be able to demonstrate three or more years of experience in the financial services industry.

Applicants who lack the aforementioned credentials may be admitted.  An interview will help determine whether success in the program is highly likely.
We have previously admitted candidates who have no professional background in financial services, but who were opting for a career change.  Additionally, we have admitted students who are taking the program to enhance their personal understanding of financial planner.

Students who lack a strong background in financial services should expect to invest additional study time in order to keep pace, but should also expect to have a very rewarding experience.


 

The CFP® Credential

Please note that the College of Charleston does not award the CFP® or CERTIFIED FINANCIAL PLANNER™ designation. The certification marks, owned by Certified Financial Planner Board of Standards, Inc., are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. CFP®, , and CERTIFIED FINANCIAL PLANNER™ are federally registered service marks of the Certified Financial Planner Board of Standards, Inc. (CFP Board).