Institute for Financial Studies

Getting Started

Here is everything you need to get started in our CERTIFIED FINANCIAL PLANNER™ Certification Education Program.  Information is embedded below and attachments are included for your review.  Please review the CFP Board of Standards Guide to Certification (PDF) for a summary of the credential and pay particular attention to four components – (education, examination, experience and ethics.) The Florida State College at Jacksonville Continuing Education application is attached.  To register for the course, either go online to complete an application via Artemis OR fax the completed Florida State College at Jacksonville Continuing Education Registration Form to 904.381.3778.     
 
Course Offerings:

The CERTIFIED FINANCIAL PLANNER™ Certification Education Program is comprised of six modules.  You may begin the program with FP I (MED 0100) Fundamentals of Financial Planning or FP II (MED 0101) Risk Management/Insurance Planning.  Note: FP I is a pre-requisite for FP III, FP IV, FP V and FP VI.  Each module runs for 10 weeks and classes meet weekly 4:30-7:30 p.m.  Attendance is necessary to master the material.  Attendance at the exam is mandatory and you need to pass each course with a C or better.  We recommend that you take one course at a time because we want you to succeed. NOTE:  In addition to a 3-hour class, plan to spend an additional 10-15 hours weekly on homework.  We recommend one graduate-level CFP module per quarter as follows:   

Recommended Time Line

Fundamentals of Financial Planning: FP I (MED 0100)

Wednesdays, April 15 – June 17, 2009

Reference # 299835

Instructor: Ron Allen, MSFS, CAP™, AEP, CFP® Risk Management and Insurance Planning July – September 2009 Investment Planning: FP III (MED 0102) October – December 2009

Income Tax Planning: FP IV (MED 0103)
January – March 2010

Retirement Planning: FP V (MED 0104)
April – June 2010

Estate Planning: FP VI (MED 0105)
July – September 2010

Application: Please complete a Continuing Education application online via Artemis OR fax the completed Florida State College at Jacksonville Continuing Education Registration Form to 904.381.3778.      

Tuition: $495 per module (by phone or online through Artemis) NOTE: A one-time $15 membership fee will be assessed for new Florida State College at Jacksonville students. Payment must be made in full at least one week prior to the first night of class.

Parking: Parking is plentiful and no charge.

Textbooks: Please use the hotlinks on our web site to order books directly from the publisher prior to the beginning of the course.  NOTE:  It’s always a good idea to double check the book titles two weeks prior to the start date.

Location: Classes are located at the Florida State College at Jacksonville Urban Resource Center, 601 W. State Street, Jacksonville, FL  32202 (at the cross streets of State and Broad.)   

Also, please review the document titled “Finance Careers and Degrees” which contains information you may find helpful.

For additional information, please contact Melissa Chandler at 904.381.3772.