College for Financial Planning Certified Financial PlannerTM Certification Professional Education Program

The College for Financial Planning offers an optional Professional Education Program to Earn a Certified Financial PlannerTM Certification

Dickinson State University and the College for Financial Planning, Denver, Colorado, have entered into an agreement that allows Dickinson State University students to complete the College for Financial Planning Certified Financial PlannerTM Certification Professional Education Program.

Requirements

The requirements include successful completion of the following five courses (two from Dickinson State University and three from the College for Financial Planning):

Courses offered by Dickinson State University

FIN 328Investments

3

ACCT 333Income Tax I

4

Courses Offered by the College for Financial Planning

CFPE 1101Financial Planning, Process, & Insurance (College for Financial Planning)

3

CFPE 1104Retirement Planning & Employee Benefits (College for Financial Planning)

3

CFPE 1105Estate Planning (College for Financial Planning)

3

The three courses from the College for Financial Planning will be available through a self-study module mode of delivery. Dickinson State University students will pay the College for Financial Planning tuition and fees associated with the three courses directly to the College for Financial Planning. Students enrolling in the College for Financial Planning courses will be eligible to be considered for financial aid for these courses contingent upon filling out the Student Financial Aid Consortium Agreement.

Upon successful completion of the five courses, students will receive a Certificate of Completion from the College for Financial Planning and will be eligible to take the CERTIFIED FINANCIAL PLANNERTM Certification Examination. In order to eventually apply for the CFP® certification from the Certified Financial Planner Board located in Washington, DC, Dickinson State University students must complete their undergraduate degree, complete the College for Financial Planning CERTIFIED FINANCIAL PLANNERTM Certification Professional Education Program, pass the certification examination, and complete work experience and other requirements mandated by the Certified Financial Planner Board. Students will also be able to use the five courses listed above for credit in the College for Financial Planning Master’s degree program in Personal Financial Planning if they decide to matriculate to that institution following graduation from Dickinson State University. See the Chair of the Department of Business and Management for more information.