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General Information

Enrollment Requirements

Candidates for the Personal Financial Planning Certificate program should hold a bachelor’s degree or have previous relevant work experience in some area of the financial services industry.

Classes are limited in size, with registrants being selected on a first-come basis.

To successfully complete the program participants must achieve a final course grade no lower than C.

Transfer Credits

A student is allowed to take as many classes as he/she wants but in order to obtain the Certificate in Personal Financial Planning the student must successfully complete all seven courses (FPI-FPVII). If a student transfers from another Board-registered CFP® program we will accept a maximum of two courses and still allow the student to obtain the certificate. If a student has taken the majority of the classes at another approved CFP® certification program the student can still take the needed courses through our program. The student, however, will not complete Metro’s certificate program.

To successfully transfer credit into this program, the student will be required to submit official documentation of the completion of prior coursework (including letter grade) from the director of the prior program or University registrar (as appropriate).

Transfer credits will be awarded for:

  • Courses completed at a CFP Board accredited institution within five years of transfer request date.
  • Courses completed with a grade of "C" or better.
  • A maximum of two courses may be transferred.

These courses are not restricted only to those wanting to complete Metropolitan State University of Denver's Personal Financial Planning Certificate Program but are also open to individuals wanting the information for their own personal use or for students needing it to complete another approved CFP(R) program.

Course Scheduling and Location

Each course (FP I - FP VI) meets one night per week for 13 weeks from 6:00P.M.-9:00P.M. Courses are offered at the Auraria Campus in Downtown Denver (in-house training sessions can be arranged at a business location with a minimum enrollment of ten employees for each class offered). It is recommended (but not required) that the courses be taken in sequential order as numbered, beginning with FP I.  The location of the Capstone Course varies, please contact program coordinator Maria Carrillo at 303-556-6998 for the most current information on the next offering.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MSU Denver does not certify individuals to use the CFP®, Certified Financial Planner™ and   marks.  CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

This program is registered with the Certified Financial Planners Board of Standards, INC. and is part of the statewide Extended Studies Program. CFP® and CERTIFIED FINANCIAL PLANNER™ marks are owned by Certified Financial Board of Standards, INC. (CFP Board). For more information about the Certification Examination, contact the CFP Board of Standards at (303) 830-7543.

Cancellation Policy

If you must cancel, written notice is required. Please notify us no less than 7 days prior for a full refund or credit towards futures courses. Cancellations received less than 7 days prior to the first class session will be subject to a 25% cancellation fee. No refunds will be made after the second class session.

Payment

Payment must be made prior to the first night of class in order to participate in a course. Payments may be made with check, cash, Visa, MasterCard, or Discover.

Continuing Insurance Credits

Courses FP I - FP VI are approved for 30 hours of continuing insurance credits. To obtain credit please call Dr. Paul Camp at (303) 615-0185 or via email campp@msudenver.edu .