CFP® Financial Plan Development (Capstone) Course

Florida Atlantic UniversityBoca Raton, United States

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Tuition Fee

USD 800

Start Date

2027-03-25

Medium of studying

Blended

Duration

45 hours

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Program Details

Degree
Courses
Major
Finance | Financial Planning
Area of study
Business and Administration
Timing
Part time
Course Language
English

Intakes

Program start date
2027-03-25

Program Overview

Introduction to Florida Atlantic University's College of Business

Florida Atlantic University's College of Business offers a wide range of programs for students looking to pursue a career in business. The college is committed to providing high-quality education and preparing students for success in their chosen field.


Undergraduate Business Programs

The College of Business offers various undergraduate programs, including:


  • Overview
  • Admissions
  • Business Career Development
  • Current Undergraduate Students
  • Education Abroad
  • Majors
  • Minors & Certificates

Masters & Ph.D. Programs

The college also offers several master's and Ph.D. programs, including:


  • Overview
  • Admissions
  • Business Career Development
  • Current Masters & Ph.D. Students
  • Education Abroad Programs
  • MBA
  • Master of Accounting
  • Master of Health Administration
  • Master's in Business Analytics
  • Master's in Data Science & Analytics
  • Master of Science - Economics
  • Master of Science - Finance
  • Master's in IT Management
  • Master of Science - International Business
  • Master's in Supply Chain Management
  • Master of Taxation
  • Ph.D. Programs

Executive Education

The Executive Education program at Florida Atlantic University's College of Business offers:


  • Overview
  • Executive Degrees
  • Executive MBA
  • Executive Master of Accounting
  • Executive Master of Health Administration
  • Executive Master of Taxation
  • Executive PhD
  • Professional Development
  • Corporate Training
  • Edu-Vantage Partner Program
  • Business Career Development
  • Executive Alumni Engagement

Faculty and Research

The college has a strong focus on research, with various initiatives and centers, including:


  • Overview
  • Faculty & Staff Profiles
  • Faculty Assembly
  • FAU Business Reports
  • AI Initiative
  • Banking Initiative
  • Business & Economics Polling Initiative
  • Equity Crowdfunding Tracker
  • Logistics Managers' Index
  • Monthly Inflation Report
  • The South Florida Economic Outlook Report

Centers & Trading Room

The college is home to several centers and a trading room, including:


  • Overview
  • Adams Center for Entrepreneurship
  • Behavioral Insights Lab
  • Business Career Development
  • Center for Economic Education
  • Center for Forensic Accounting
  • Center for Services Marketing & Management
  • Madden Center for Value Creation
  • Phil Smith Center for Free Enterprise
  • Trading Room

Our College

The College of Business at Florida Atlantic University has:


  • Overview
  • At A Glance
  • Alumni
  • Corporate Visitors
  • Dean's Office
  • Dean's and President's Lists
  • Giving
  • Leadership Team
  • Our Campuses
  • Our Community
  • Policies and Procedures
  • Rankings and Recognitions
  • Strategic Plan

Departments

The college consists of several departments, including:


  • Overview
  • School of Accounting
  • Business Communications
  • Economics
  • Finance
  • Information Technology & Operations Management
  • Management Programs
  • Marketing

Newsroom

The college has a newsroom that features:


  • Overview
  • Press Releases
  • Features
  • Faculty "In the Media"
  • Business Faculty Research
  • Newsletters
  • Podcasts
  • Social Media Hub
  • Communications Portal

CFP® – Financial Plan Development (Capstone) Course

The CFP® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER™ Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board).


Format

  • Mondays & Wednesdays
  • On Campus Or Live Virtual

Date/Hours

  • March 25- June 3, 2026
  • 7:00pm - 8:30pm (Mon.)
  • 7:00pm - 10:30pm (Wed.)
  • 45 Hours
  • 4.5 CEUs

Sessions

  • 15

Price

  • $800

Course Benefits

The Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The benefits of Florida Atlantic University's Certified Financial Planner Certification (CFP®) Program include:


  • One of the longest running, most successful CFP® Certification programs in the Tri-county area
  • Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
  • All instructors are CFP® certified and are successfully practicing CFP®s
  • FREE CFP Exam Review course for students who complete all 7 required courses in the CFP curriculum

Curriculum Description

This course is designed to satisfy the CFP Board's Financial Plan Development course requirement and to help the student to acquire the professional knowledge necessary to create and communicate effective financial plans to clients.


Ideal Candidate

This course is designed to be taken as the final required course in the Florida Atlantic University CERTIFIED FINANCIAL PLANNER™ Professional Certification Program.


Books and Materials

  • Text Book: Not included with course fee. Grable, John E., Ronald A. Sages, Michelle E. Kruger, The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 5th Edition. Erlanger, KY: The National Underwriter Company.

Affiliation

Florida Atlantic University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.


Faculty

The faculty members for the CFP® program include:


Eric Smith

  • MA, CFP®, CLU®, CRPC®, ATP()
  • Eric Smith has taught CFP courses at FAU since 1995.

Benjamin London

  • CFP®, ChFC®, CLU®, CEPA®, AEP()
  • Benjamin London currently is a Sales Vice for Capitas Financial, INC. in the South Florida market.

Ehab Abdalla

  • CFP()
  • Ehab Abdalla has taught CFP courses as part of the PMD program at Merrill Lynch.

Carl Christie

  • CFP(), CFS
  • Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001.

About University

Florida Atlantic University - Intensive English Institute


Overview:

Florida Atlantic University's Intensive English Institute (IEI), established in 1995, offers high-quality English language instruction to international and domestic students. Located within the Center for Global Engagement, IEI aims to help students achieve their academic, professional, or personal goals by developing their linguistic and cultural competence.


Services Offered:

IEI provides a comprehensive and innovative curriculum delivered by dedicated faculty. The institute offers:

    Academic Track:

    This program prepares students for admission to FAU degree programs (undergraduate and graduate).

    Summer Programs:

    These programs offer intensive English language instruction during the summer months.

    Custom Programs:

    IEI can tailor programs to meet the specific needs of individuals or groups.

Student Life and Campus Experience:


Key Reasons to Study There:

    Prestigious Global Academic Track Program:

    This program provides conditional admission to FAU degree programs.

    Comprehensive and Innovative Curriculum:

    IEI offers a well-structured curriculum designed to enhance English proficiency.

    Dedicated Faculty:

    Students benefit from the expertise and guidance of experienced and committed instructors.

    Cultural Immersion:

    IEI fosters a welcoming environment for students to learn about American culture.

Academic Programs:

    English for Academic Purposes (EAP):

    This program focuses on developing the language skills necessary for academic success.

    Global Academic Track Program:

    This program provides conditional admission to FAU degree programs for students who meet specific English proficiency requirements.

Other:

IEI is accredited by the Commission on English Language Program Accreditation (CEA) and is a member of English USA. The institute offers a variety of resources and support services to students, including:

    Housing:

    Information and assistance with finding suitable housing options.

    Visa Information:

    Guidance on visa requirements and procedures.

    Payments and Refunds:

    Information on tuition fees and refund policies.

    Student Testimonials:

    IEI showcases positive experiences from past students.

    Events:

    IEI organizes various events and activities for students, such as conversation clubs and orientation sessions.
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