According to the Bureau of Labor Statistics, employment in business and financial occupations is projected to grow 8 percent from 2020 to 2030, adding about 750,800 new jobs. To address that demand, the CFP® Board is working to build and diversify the ranks of financial planners, so we can meet the increasing need for financial professionals in the job market.
The CFP® Professional Certificate Program at Seton Hall University was developed with working professionals in mind. As a CFP® Board Registered Program, we provide comprehensive instruction with an emphasis on quality client service; all completed within a 10-month period.
Price: $850 per class; $5,950 entire program
Materials: Included in price
Class Schedule: October 2022 – August 2023
Modality: Online Live/Synchronous
Private Classes available, upon request – minimum enrollment required.
If you would like more information, please contact Assistant Dean Mark Schild, M.B.A., CFP® at Mark.Schild@shu.edu or (973) 275-2177.
Satisfaction Rate of Professionals Pursuing CFP® Certification
Meet a CFP® Pro
Matt Aaron, Jr., CFP®, loves his career as a CFP® professional - find out why.
- Course Schedule
October 2022 – August 2023
Course Schedule: October 2022 – August 2023
Online Live (synchronous) Sessions – open to all students
- General Principles – 10/21-22, 2022; 10/28-29, 2022; 11/8/2022; 11/12/2022
- Insurance – 1/6-7, 2023; 1/13-14, 2023; 1/21/2023; 1/28/2023
- Investment – 2/17-18, 2023; 2/24-25, 2023; 3/4/2023; 3/11/2023
- Income – 3/31-4/1, 2023; 4/7-8, 2023; 4/15/2023; 4/22/2023
- Retirement – 5/12-13, 2023; 5/19-20, 2023; 6/3/2023; 6/10/2023
- Estate – 6/23-24, 2023; 6/30-7/1, 2023; 7/8/2023; 7/15/2023
- Capstone – 8/4-5, 2023; 8/11-12, 2023; 8/18-19, 2023
Students will be eligible to sit for the November 2023 CFP® exam.
- CFP® Course Descriptions
The program curriculum consists of six required courses and one Capstone review course that delivers information about areas in financial planning for both beginning and established practitioners. Required courses in Seton Hall's certificate program include:
FP100: General Principles
This course is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.
FP200: Insurance Planning
This course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client's risk exposure and select appropriate risk management techniques.
FP300: Investment Planning
This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.
FP400: Income Tax
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.
FP500: Retirement Planning
This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.
FP600: Estate Planning
This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.
FP700: CFP Case Study/Capstone
This course builds upon the material in the above courses. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various discipline studied in the individual prior courses into a comprehensive financial planning process.
$850 per class (includes course materials)
$5,950 for entire program (seven classes)
Payment for each class is due a minimum of ten-days prior to the first day of class. Seton Hall will bill for one class at a time, unless requested otherwise.
- Course Materials
All course registration fees include a National Underwriter textbook and an additional Zahn workbook.
A financial calculator is also required for class and it is the responsibility of the student to provide their own calculator.
List of instructors coming soon.
- Why Choose Our Program
- Earn a Personal Financial Planning Certificate issued by Seton Hall University, which is ranked by U.S. News & World Report among the best colleges in the nation and recognized as one of the "Top Colleges in America" and one of the “Top Regional Colleges” by the Princeton Review, as well as a Forbes "Top College in America."
- You'll have access to our our wide alumni network during career and networking events.
- Seton Hall is committed to help you complete the CFP Board coursework requirement in under 1-year.
- Our instructors are industry professionals who have all earned their CFP® certification.
- We are committed to helping our students pass the CFP® exam.
- Convenient Friday and Saturday class format, designed with the working professional in mind.
- Course materials are updated yearly and included in the price of tuition.
- Certificate of Completion awarded to students who successfully complete all seven classes (FP100 – FP700).
- About CFP® Exam
For information about the CFP Board's education and experience requirements, exam fees, and test information, click here.
CFP Board Notification
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.For more information, click here.
- For more information, contact Assistant Dean and Finance Instructor Mark Schild, M.B.A. and CFP®, at Mark.Schild@shu.edu or (973) 275-2177.