Fees:
Each course fee is $849 and includes textbooks and course materials.
*Capstone course fee is $350 (includes course materials).
Special Options:
- UNF Alumni and Financial Planning Association (FPA) Members
Both options include textbooks and course materials.
- $799/course
- $4644/All seven courses
- Special Package Price: $4944
Includes registration, textbook and course materials for all seven courses. A $200 savings.
- Audit: $450 per course
You may attend any of the class sessions. However, UNF will not award a grade or certificate upon completion. The purpose of auditing the classes is to obtain knowledge to better prepare in a specific area.
Who attends: audit students who have completed a previous CFP Board-Registered program, but need a refresher course or a student who will be challenging the CFP Board exam. (www.cfp.net/become)
- Group discounts are available. Call 904.620.4231.
|
Exam Retake Fee:
Any approved retake of course/module exam will incur a $50 processing fee
Fee Payment:
To reserve your spot in any course, register by the registration deadline listed by each course below. Call 904.620.4200 after the date to check space availability.
Course fees are to be paid in full by the first class session and failure to meet this requirement will not allow the student to continue in the course.
Fees are subject to change without notice.
| New Program Starts March 5, 2010! |
Course |
Dates (2010) |
Registration Deadline |
Fee (includes textbooks) |
General Principles |
March 5-6, March 12-13
March 19-20
|
March 1 |
$849 |
Insurance Planning |
April 16-17, April 23-24,
April 30-May 1
|
April 12 |
$849 |
Investment Planning |
June 4-5, June 11-12,
June 18-19
|
May 31 |
$849 |
Income Tax Planning |
July 16-17, July 23-24,
July 30-31
|
July 12 |
$849 |
Retirement Planning |
Aug. 20-21, Aug. 27-28,
Sept. 10-11
|
August 16 |
$849 |
Estate Planning |
Oct. 8-9, Oct. 15-16,
October 22-23
|
October 4 |
$849 |
Capstone |
Nov. 19-20 |
November 15 |
$350 (materials only) |
Each Friday/Saturday session is as follows:
Friday, 5:30 p.m. - 9:30 p.m.
Saturday, 8:00 a.m. - 5:00 p.m.
*After deadline, call 904.620.4231 to check space availability.
Grading
All courses are graded and you must earn a minimum grad of "C" (2.0) in each course and an overall grade point average of "B-" (2.7) to sit for the CFP® Certification Examination and receive the UNF Certificate in Financial Planning.
Policies
Withdrawal
UNF reserves the right to limit class size or to cancel courses because of insufficient enrollment. If the University cancels a course, students will be entitled to a full refund or may switch into another class if they desire. To officially withdraw from class, a letter of withdrawal must be submitted to the Program Director. Ceasing to attend classes or notifying an instructor of withdrawal does not constitute "official" withdrawal.
Refunds
When dropping a course, cancellation/refund requests must be made in writing to the Continuing Education office no later than five business days prior to beginning of the course. The request must include the company FEID number or attendees social security number. An administrative fee of 10% of total registration fees will be deducted. If you do not attend the program and do not submit a refund request, the University will retain all fees.
No refunds will be given after the start of each course.
UNF Division of Continuing Education reserves the right to cancel any class if it does not meet minimum enrollment 3 business days prior to beginning of class. If a class needs to be cancelled, we will make every attempt to notify the student by email or phone call based on information provided to our office. If you want to check on a course you can call 904.620.4200 between 8:00 am - 5:00 pm for confirmation.
Transfer
Transfer students from another CFP Board Registered Program into the UNF program is possible. Requests must be made in writing to the Program Director. Only students who take all seven courses at UNF will receive the UNF Financial Planning Certificate. However, an official transcript of the courses taken at UNF will be provided.
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