Estate Planning – Program Requirements

Specific requirements for qualifying for the Certified Financial Planner (CFP®) credential include:

Bachelors Degree
3 years of full time experience in the field of Finance
Completion of a CFP® curriculum offered by a CFP Board Registered Education Provider

For more information regarding the CFP® Certification Examination, please visit

Program Details

  • Format: Thursdays
  • Dates: Feb. 27 - May 14, 2020
  • Time: 7:00pm - 10:00pm
  • Hours: 40 Hours/4.0 CEUs
  • Sessions: 10
  • Fee: *$750 - Includes parking
  • Location: Florida Atlantic University, Boca Raton Campus
*Registration closes 1 week prior to the course beginning. If you wish to register after this point, you will incur a $100 late fee.



Contact Us

Robert Munoz
Program Coordinator

phone: (561) 297-2571
map: BU (86) 203