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What is the admissions process? |
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The enrollment process for the Certificate in Financial Planning consists of
three simple steps that determine whether you have
an aptitude for online learning and the financial planning profession. Since
this process is conducted online, qualified candidates can complete the entire
process of enrollment in just a matter of minutes.
For more details, click here.
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How do the classes work? |
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Once you register for a particular course, we will email you a confirmation. Then
we will send you information on how to access your lessons and other resources
used by your class. You will also be given a login, so you can start right away.
For an in-depth look at a classroom, click here.
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What if I have questions during my class—how do I communicate with my
professors? |
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Kaplan University students enjoy more contact with their professors than do many
students in a traditional college. Here are some of the course's interactive
features:
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Online readings |
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Web field trips
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Classroom message boards
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Internal messaging system
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Live chat
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Because classroom interactivity is online, every student has an equal chance to
have his questions responded to and his opinions heard. Your instructors can
answer any questions or engage in a discussion via message
boards on the internal messaging system (I mail). In addition, Kaplan University representatives are available—via email,
live chat, or phone—for times when you need help.
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Do I need my own computer? |
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Yes, you need a computer with a modem and access to the Internet. You may need
to download free plug-ins to run the course software. If that is the case, you
will be informed and provided with a link to the download site.
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How do you know that students are learning and retaining the topics discussed
in each lesson? |
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We ensure our students' progress in a number of ways:
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Online Quizzes — Students take a quiz at the end of each lesson.
The required passing average for the quizzes is 80 percent, and each quiz consists of 8-10
questions.
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Online Exam After Each Course — Students take a final exam at the end of each
course. The passing grade is 70 percent.
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Message Boards — Students can post questions on the message board and can
expect a prompt response within 24 hours from experienced practitioners and
educators. Every student who needs help will receive it.
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Web Field Trips — Students visit various
research sites around the Web.
These exercises usually take about 45 minutes. Students are asked to take notes in
their Learning Journal for later reference.
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Online Review Course - An intensive online review course is the final step in
preparing the student for the CFP® Certification Examination.1 The
online review course consists of hundreds of practice questions (derived form the 101
topics in the program), and a 300-question simulation of the CFP®
Certification Examination.
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| Q. |
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What type of student support services and student feedback do you provide? |
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All students may access Kaplan University Student Services, Monday to
Thursday, from 8:00 am to midnight ET, Friday 8:00 am - 9:00 pm ET, Saturday 9:00 am to 6:00 pm ET, and Sunday 9:00 am to midnight.
Call 866-522-7747 (Toll Free) or send an email to
help@kaplan.edu to speak with
a Student Services representative. Live
chats are also available during official Student Services hours of
operation. Feedback from online instructors is available via email or
message boards.
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What is IARFC? |
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The International Association of Registered Financial Consultants (IARFC) is a non-profit professional credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, to help financial advisors exchange planning techniques, and to give deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education.
The IARFC awards the Registered Financial Consultant (RFC)† designation.
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How does the RFC compare to the CFP® Certification?1 |
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Financial planners have experience in many fields, including accounting, law, banking, life and health insurance, casualty insurance, finance, business management, taxes and investments.
Various designations may attest to a financial planner’s competence and integrity.
Both the RFC designation and CFP® certification are highly respected credentials with consumers and constituents.
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After receiving the RFC designation can I still earn my CFP® Certification? |
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Yes, of course many financial planners maintain multiple credentials emphasizing their professionalism including such designations as RFC, CFP®, ChFC, CPA, CLU, and CPCU.
In fact, one natural financial consulting career path is to complete the Certificate in Financial Planning thus obtaining the RFC designation, establish your financial consulting business to
meet CFP® experience requirements, and as you
build your career seek CFP® Certification.
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How can I promote my RFC designation? |
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One of the significant benefits of being an RFC is simultaneous IARFC membership.
Members network to promote community amongst financial consultants.
Periodicals and brochures assist members with their own business promotion through conveying of “best practices.”
Through cooperative efforts, RFCs promote not only the RFC designation but also the benefits to consumers of financial consulting.
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How many individuals maintain the RFC designation? |
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The prestigious RFC credential is held by more than 2000 financial consulting professionals.
IARFC maintains strict compliance for its RFC designees.
The seven hallmarks for RFCs include: education, examination, ethics, experience, licensing, continued conduct and continuing education.
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What is the Live Review?3 |
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The Kaplan University and Dearborn Financial Services Live Review
includes educational workshops
that will enhance your preparations for the CFP Board's CFP® Certification
Examination. Join us for the Live Review that will feature a top-notch
panel of financial planning professionals and faculty members who will
review more than 100 integrated financial planning topics. The Live Review
sessions, hosted in conjunction with Dearborn Financial Services, provide an
intensive classroom experience focusing specifically on the CFP®
Certification Examination and a review of what is necessary to pass it.
Click here to find out more information
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How does the Kaplan University/IARFC alliance benefit me? |
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Respected professional designation awarded immediately upon graduation. |
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Dual credentials of RFC and CFP® may be earned. |
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There is no “test prep” required as with the rigorous CFP® Certification Examination. |
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Community and constituency recognition as a member of an elite organization. |
1
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM,
and  ,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
Kaplan University does not certify individuals to use the CFP®,
CERTIFIED FINANCIAL PLANNERTM,
and
marks. CFP certification is granted soley 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 its ethics, experience and examination
requirements.
2
RFC, Registered Financial Consultant, and
are certification marks granted to individuals who successfully complete
and maintain the seven qualification requirements of the International Association of
Registered Financial Consultants, Inc.
3
Dearborn Financial Services and Kaplan University are
a Review Course provider for the CFP®
Certification Examination administered by
Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse
any review course nor receive financial remuneration from Review Course
providers.
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