Financial Planning
Requirements
Admission Criteria
Participants in this certificate program must have earned a four-year degree from an accredited university*. Any requests for exceptions to the above admissions requirements must be made in writing to the Program Director. Approval of exceptions are at the discretion of the Program Director. Participants must also be computer literate, have access to a computer and be fluent in English, including reading and writing. A completed registration form and a resume or biography with payment in full are required for enrollment. Due to limited space in this program per term, early application is suggested.
Does your employer offer tuition reimbursement? Contact the Program Director to discuss options. Loan application is also available. Visit the registration page for details.
*Students with an degree earned from a university outside the United States will need to verify eligibility of their institution with the CFP board before applying for this program.
Earning the Certificate
Successful completion of Duke University's program fulfills the education requirement for the Certified Financial Planner® Certification. Each graduate of the program will be awarded a Duke University certificate of completion and will be eligible to apply for the CFP® Certification Examination. (Successful completion indicates a minimum score of 70 achieved for each course and tuition paid in full).
Faculty
Duke University is proud to have assembled an outstanding faculty. All instructors in the Executive Certificate of Financial Planning program have themselves passed the CFP® exam. The faculty presents the material in a manner that allows students to utilize their time efficiently and effectively outside of the classroom as this program is an intensive, fast paced program.