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Kaplan University Certificate in Financial PlanningKaplan University Certificate in Financial Planning
 
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Your Online Classroom
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DISCOVER THE BENEFITS OF AN ONLINE EDUCATION
Millions of people have chosen to further their education via the Web. Here are a few reasons why:
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* spacer No Commuting: Classes are as near as your computer. If you are traveling, all you need is a laptop, a place to plug it in, and Internet access.
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* spacer Convenience: Complete your work where you want, when you want. Learn without putting your life on hold. Even your research and study aids are available on the Internet.
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* spacer Flexibility: Since all course materials are available 24 hours a day, 7 days a week, you can study at your own pace.
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* spacer Interactivity: Students interact with their professor and classmates regularly. Many of our students are surprised to find that they have more opportunity for interaction with students and instructors at Kaplan University than they have in a traditional classroom.
Take the Course Tour!
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* spacer Equal Time: In traditional classrooms, one or two assertive students often dominate the discussion. At Kaplan University, that is impossible. On our interactive classroom message boards, all students have a chance to be heard.
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* spacer Superb National Faculty: The Kaplan University faculty is chosen based upon their qualifications and teaching skills, not where they live. The result: talented, dedicated instructors from around the country.
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* spacer Challenge: The nature of our program—its flexibility and convenience—challenges students to be responsible and self-motivated.
 
  Online learning is education tailored to fit your lifestyle. Click here to apply online.
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TECHNOLOGY REQUIREMENTS
Students will need a personal computer (PC) with a modem and access to the Internet. This program incorporates the use of email, message board postings, navigation of the Internet for Web field trips, and Microsoft® Word is recommended to keep a Learning Journal. The following system requirements are the minimum necessary to access the curriculum:
 
Hardware O/S :
 
 
* spacer 266 MHz processor (Intel Pentium, Celeron, or AMD Athlon)
* spacer 56.6 Kbps modem, DSL, or cable modem
* spacer 64 MB RAM
* spacer 1024 X 768 monitor and video card

 
Software:
* spacer Microsoft® Windows® (Windows 98, 2000, ME, or XP)
* spacer Adobe Acrobat Reader (free download on the Internet: http://www.adobe.com/)
* spacer Microsoft Internet Explorer 5.0 or higher
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* Transfer of Credit Policy for the Certificate in Financial Planning program:
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Overall Parameters:
* spacer While all six courses in the Certificate in Financial Planning program are eligible for transfer credit, students may only transfer a maximum of two (2) out of the total six (6) courses: FP101 Fundamentals of Personal Financial Planning, FP 102: Insurance and Employee Benefits, FP 103: Investment Planning, FP104 Income Tax Planning, FP105 Planning for Retirement, and FP106 Estate Planning. A student may be exempt from a course upon satisfactory evidence that the course has been taken at an accredited institution within the previous five (5) years from date of application to Kaplan University. Courses eligible for transfer must be comparable in content to those at Kaplan University and a grade of "C" or above or "pass" status must be demonstrated.
* spacer Educational credit must be demonstrated by submission of (1) academic transcript, (2) course description/s, (3) evaluation form, and (4) a $25 per course evaluation fee. Transcripts to be submitted to: Department of Financial Planning, Kaplan University, 6409 Congress Ave., Boca Raton, FL 33487.
* spacer If a student is exempt from one or two of the courses listed above in the Certificate in Financial Planning program, the Finance Department will discount the tuition cost accordingly.
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Specific Designations that will commonly be presented and how to handle:
* spacer An individual who has received the Chartered Financial Analyst (CFA) designation and is currently working in the field of financial services is permitted to be waived out of FP 103: Investment Planning
* spacer An individual who has received the Chartered Life Underwriter (CLU) designation and is currently working in the field of financial services (most likely, in some form of life insurance company or brokerage) is permitted to be waived out of FP 102: Insurance and Employee Benefits
* spacer An individual who has received the Enrolled Agent (EA) designation and is currently working in the field of financial services (most likely, income tax return preparation) is permitted to be waived out of FP 104: Income Tax Planning so long as designation received within last five (5) years
* spacer An individual who has received the Certified Public Accountant (CPA) license and is currently working in the field of financial services (for example, income tax return preparation or income tax planning and not auditing) is permitted to be waived out of FP 104: Income Tax Planning so long as license received or experience working in tax area within last five (5) years; experience here is to be proven by submission of continuing education (CE) hours in tax-related subjects
* spacer In each case of the four designations or licenses above, the individual must provide some form of evidence that he or she is a "member in good standing" of such profession such as a copy of a billfold license card, a letter from the sponsoring agency or institution, or other acceptable evidence in the discretion of the Program Director; this designation, license, or credential evidence must be submitted to the Program Director or his designee for verification
* spacer Other designations, licenses, and/or credentials will be considered on a case-by-case basis by the Program Director upon request and submission of appropriate evidence by student
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Specific Discounting Rules:
* spacer A student can transfer up to two courses into Kaplan University’s online Certificate in Financial Planning. Each course will discount the full tuition price by $225.00, for a maximum of $450.00.
* spacer All transfer courses must be approved for transfer before the applicant can receive the discounted tuition price.
* spacer Per course discount amount for transfer credit is generally not permitted in group contracts or those involving B2B sales, however, exceptions may be made here in discretion of Program Director (note: this rule also applies to separately negotiated "association contracts" such as the contract currently in effect with the Financial Planning Association)

 
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THE FINANCIAL PLANNING PROFESSION | CURRICULUM | ABOUT KAPLAN UNIVERSITY
CLASSROOM TOUR | APPLY ONLINE | HELP
 
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Kaplan Higher Education
Copyright © 2004-2005 Kaplan Higher Education. All rights reserved.
Kaplan is a registered trademark of Kaplan, Inc.
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