Frequently Asked Questions
SELF-PACED, ONLINE FINANCIAL PLANNING PROGRAM:
How Much Does the Online Executive Certificate in Financial Planning Program Cost?
The cost of the program is $3,095, which gives you access to the online self study program. Additional products can be added such as Live-Online End of Course Reviews or The Dalton Review® for the CFP® Certification Examination.
How Long Do I Have Access to the Program?
Students have access to the program for 9 months, and may purchase extensions to go beyond that. You must call us at 877-426-2373 within 30 days of your access expiring to extend access to the program . In addition, you can access the program from any computer with Internet access. Upon successful completion of the program, students will have access to the program for three months.
What happens if my access expires before I complete the program?
All students who enroll in the Online Executive Certificate in Financial Planning Program (self-paced) will have access to their online classroom for 9 months, which is the projected completion time period. There is a complimentary 3 month grace period after your 9 month access has expired to complete your education program. After the initial 9 month access and 3 month grace period have ended, students that have not completed the program will have the option to extend access based on the following options:
1 Month: $50 (an opt-in charge that will recur monthly until program completion or opt-out)
3 Months: $135
6 Months: $240
12 Months: $425
All students will be notified before their access expires via an email reminder one month before the initial 9 month access ends and they are entering into the 3 month grace period at no charge. During the grace period, students can purchase additional time to access all education courses as long as needed. Other reminders will be emailed to notify students who are approaching an expiration date.If a student allows their access to expire, there will be a $200 reactivation fee plus the charges for the time as described above. For example, if a student allows their access to expire and needs 3 more months to complete the program, there will be a $200 reactivation fee plus $135 to extend, or $335 in total. These fees are non-refundable and will not be pro-rated if the program is finished any sooner than anticipated.
Does the Guarantee To Pass™ package apply to any of the Online Executive CFP® Programs (self-paced online)?
No, the Guarantee To Pass package is not part of the self-paced programs and only applies to the package that includes live-online instruction, textbooks and The Dalton Review®. Please click here for more info.
How Does This Program Compare to Other Online CFP® Education Programs?
Some of the major differences include: This program was developed by former members of the CFP Board of Examiners, other online programs were not. Over 90% of our students finish the program and go on to pass the CFP® exam. Most other online CFP® programs only have 10-14% of their students completing the program.
How Do I Register for the Online Executive Certificate in Financial Planning Program?
Click here to register for the course. Pay the tuition fee using a credit card. Access the course immediately. For help with the enrollment process, give us a call 877-426-2373.
Is there a Payment Plan?
Yes. Students electing the payment plan sign a promissory note to pay tuition over 5 months. There is an administration fee of $125 for the payment plan option. To take advantage of the payment plan, please call 1-877-426-2373.
How Long Does it Take to Complete the Program?
The program is designed to be completed in 9 months, which assumes you spend about 5 hours per week doing the online assignments and another 4-8 hours of reading chapters and completing the homework exercises. The program can be completed in less time if you are familiar with some of the material or if you are able to spend more than the recommended time each week.
How Do I Purchase Textbooks?
Textbooks can be purchased individually. Contact Dalton to order the books individually. Alternatively, all textbooks can be purchased as a bundle and will be shipped as you finish each course. Go here to purchase the Textbook Bundle. Plan Presentation Textbook can be purchased here.
What are the Computer or Software Requirements to Access the Course?
Any Windows or Mac computer connected to the Internet. Our program is NOT compatible with an iPad or iPhone.
Can I see a Demo of the Program?
Yes, please view this demo of the Online Executive Certificate in Financial Planning Program.
Is there Support for Questions about the Material?
Students can send questions via email to TAMUC@course-central.com. Our faculty will answer questions within 1 business day.
Do any of the Courses Count Towards Insurance, Securities or other CE Credit?
No CE credits are issued through this program.
Who can I Contact if I have More Questions?
You can submit an email question to TAMUC@course-central.com on this page or call us at (877) 426-2373 Monday through Friday, 9:00AM - 5:00PM ET.
What are the Online End of Course Reviews?
The Online End of Course Reviews are four hours of instruction, delivered over the Internet. Students are given access to watch the recordings of these reviews. Instructors cover the most important concepts for the course and what is most likely to be tested on the final exams. The classes are four hours long and can be viewed at your convenience.
What is The Dalton Review® for the CFP® Certification Examination?
Prior to taking the CFP® Certification Examination it is highly recommended that students take a review course for the CFP exam. The Dalton Review® is the most trusted name in reviews for the CFP® exam. The Dalton Review® was developed by former members of the CFP Board of Examiners and has pass rates of 70-80% on the CFP® exam. Visit The Dalton Review for the CFP® Exam .
Is The Dalton Review® for the CFP® Exam Included in the Price of the Program?
No, The Dalton Review® is not included, but is included in the Gold package.
What are the Payment Options?
We accept American Express, MasterCard, Visa, and Discover.
How Do I Pass a Course?
At the end of each course, you are required to complete a final exam. A final exam typically consists of 100 multiple choice questions. A passing grade is scoring 70% or higher on an exam.
What Do I Receive at the End of Each Course or Program?
If you need a letter grade at the end of each course for reimbursement purposes, simply send an email to TAMUC@course-central.com to request a letter grade to submit for reimbursement purposes.
After passing all 5 final exams, students will receive a certificate of completion from Texas A&M University-Commerce.
Are the Online End of Course Reviews Included in the Price of the Program?
YES. The End of Course reviews are an important component to the program and allow students to review important concepts prior to taking each final exam in the program.
What is the Refund Policy?
Dalton Education must be notified of refund requests in writing to email@example.com within 5 business days of placing your order. Students may access the course as many times as they want over the first five days of enrolling in the program and still receive a refund. No refunds are provided after the fifth day of enrolling in the program. Tuition for online programs provides students the opportunity to access the online course and materials. It is the student’s responsibility to access the online course.
WEB DELIVERED LIVE-ONLINE:
Which Live-Online package does the Guarantee To Pass package apply to?
The Guarantee to Pass is a package that consists of live online instruction, textbooks and The Dalton Review®. Please click here for more info.What if I have to miss a class?
All live lectures are recorded and available for playback. So, missing a class does not mean being left behind.
What if I cannot take a test at the regularly scheduled time?
We understand that most of our students are balancing work, family and the education program. If circumstances prevent you from taking the exam at the regularly scheduled time, simply coordinate an alternative test date with your instructor.
Why should I choose this program?
This program has the highest quality faculty, curriculum and delivery system in the country. Students that complete this program are well positioned to successfully pass the CFP® Certification Examination and practice financial planning. In addition, this program is accelerated and allows students to complete the education requirement in nine months.
What is the schedule?
Classes generally meet two nights per week, for two hours each class. We usually take one week off between each course. The entire program is completed in nine months.
What is the grading policy?
Students are issued a pass/fail based upon a weighted average of exams given during each course. Students must achieve a grade of 70% or higher to pass each course. If a student fails to achieve a 70% for a course, the student must repeat that course.
What is the total cost of the program?
The enrollment fee for our Basic package starts at $5,650, which includes access to our Learning Library, and textbooks are an additional $500 - $600 for the program.
How is testing administered?
Generally, two exams are given for each course. Students will take an online mid-term and final exam for each course. The mid-term is 40% of the final grade and the final-exam is worth 60%. Students must achieve a 70% for each course in order to receive a passing grade.
What are the system requirements?
At a minimum, students should have speakers connected to their computer so they can hear the instructor. Ideally, students should purchase a headset or microphone, so they can ask questions of the instructor and use the voice-over-IP technology. A good quality headset or microphone can cost about $20-$50. Minimum requirements include Internet Explorer 6.x or Safari 10.4.x. Windows 2000 (SP4) or XP (SP1) or MacIntosh OS X 10.5 Leopard
What is the Refund Policy?
If, within the first five days of enrolling in the program you are not completely satisfied, please contact us for a refund.