Fisher College of Business logo

Online Courses: Finance

Online Executive Certificate in Financial Planning

This Online Executive Certificate in Financial Planning is offered through Fisher College of Business at The Ohio State University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

The Online Executive CFP Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. 

The program consists of six modules:

• Fundamentals of Financial Planning and Insurance
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning
• Financial Plan Presentation

Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.

Students can customize their educational experience by supplementing their program with additional study aids such:
• Live End of Course Review, a live online instructor-led summary of the most important concept in the course.
• Textbook Bundle, receive required textbook automatically.
• The Dalton Review® for CFP Certificate Examination, considered the premier CFP review course in the country.

Price: Starting at $3,095 Online Access:
Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.

Register or learn more about the Online Executive Certificate in Financial Planning

Contact

Michelle Norris
Program Director
Phone: 614.292.8574
Fax: 614.292.6644
norris.83@osu.edu

Fisher College of Business
Executive Education
110 Pfahl Hall
280 W. Woodruff Ave.
Columbus, OH 43210-1144