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Frequently Asked Questions

How do online classes work?

Our courses are delivered synchronously, meaning that you can interact with your instructor and fellow students in real time just like in a traditional classroom setting. You can ask questions and receive immediate feedback from the instructor. Synchronous learning provides you with a sense of community and the ability to work through problems with your cohort so you will never feel alone in the learning process. Classes generally meet two nights per week, for two hours each class. The entire program is generally completed in nine months. The scheduled meeting times allow you to be committed to your educational goals and accountable to yourself, but you don’t need to be worried about missing a class. All classes are recorded for playback at any time in the future.

Do I need a background in finance to enroll in the CFP program? What are the requirements to enroll in this program?

Although it certainly wouldn’t hurt, a background in finance is not required to succeed in this program. However, you must have earned or be enrolled in a bachelor’s degree program from a regionally accredited college or university before you can enroll in this program.

How frequently do new cohorts start?

The program starts each year in January, March, May, July, September and November.

Can I have access to course materials after the program is over?

Yes, you have access to the program for 9 months. Upon successful completion of the program, you will have access to the program for an additional 3 months.

Who will issue the certificate?

Purdue University will issue the certificate.

The course description lists a duration of 9 months; however, when I go to register for the program, the course is less than 9 months. Why?

The course length on the registration page is only for the five courses included in the program, excluding the capstone course. With the capstone course added, the whole program is 9 months in total.

What is the tuition? Can I pay the tuition in installments?

The tuition for this program is $5,650. The tuition is due at the start of the program. We do not offer installment options at this time. However, you can get a $100 discount if you attend our informational webinar.

Is financial aid available? How can I pay for the CFP program?

While a Purdue student in a non-degree seeking program is not eligible for federal student aid, there are other funding options that may be available to you. Employers have offered tuition assistance to students pursuing this program in the past. If you work in the finance sector or similar industries, you can talk to your employer and see if they are willing to pay for this program. Financial assistance may also be available from alternative loan programs. There are a large number of private commercial education loan options available to assist students in meeting college costs. You can obtain more information about alternative loans at www.purdue.edu/dfa/loan-details.html.

Are textbooks included in the tuition?

No, the price of the books is not included in the tuition. You will need to purchase the textbooks yourself. You can either buy the physical copy or the digital copy, the latter of which tends to be less expensive. Once you register for the program, we will send you a registration confirmation email that will include the links for all the textbooks that are required for this program.

What is the refund policy for this program?

In accordance with Dalton Education’s refund policy, a student has five days once the course starts to withdraw from the program and receive a refund.

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.

How is testing administered?

The program has six courses. Generally, two exams are given for each course. Students will take an online midterm and final exam for each course. The midterms count for 40% of your overall grade and the finals count for 60% of your overall grade. Your weighted average course grade must be a 70% or higher to pass the course.

What if I fail an exam or a course?

If a student fails an exam, they will have an opportunity to take a makeup exam. The makeup exams are different versions of the original exam that test the same content. Students who are failing a course with a course grade of 60-69 after exhausting all exam attempts can opt to do extra credit, which is available through an education advisor. Students who are failing a course with a grade of 59 or below will be required to repeat the course.

What is CFP® certification and what are the requirements to obtain it?

CFP® certification is a nationally recognized professional certification offered through the CFP Board. It is generally recognized as the highest standard in financial planning. Financial advisors who are certified tend to earn 30% more than their peers and have a competitive edge over others. To get certified with CFP®, you will need to meet four requirements known as the “four Es”: education, exam, experience, and ethics. Please visit CFP board website for detailed information: https://www.cfp.net/ Purdue’s CFP program is CFP board-approved to satisfy the education requirement for CFP® certification and the requirement to sit for the CFP® exam.

What are the job prospects for certified financial planners?

Demand for personal financial advisors is expected to grow at a higher than average rate over the next decade, according to the U.S. Bureau of Labor Statistics. Achieving certification is how you can distinguish yourself from non-certified financial advisors, establish your credibility, and build a loyal customer base. The CFP board career center is a dedicated and free job posting site for CFP professionals. You can learn more about job opportunities at CFP website: https://careers.cfp.net/

What are the system requirements?

It is recommended that students have an operating system Windows 7 or higher, or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs, as well as be able to store and retrieve documents and files on their computers. The latest version of Adobe Flash Player is also recommended for viewing the live classes. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

Who should take the CFP Capstone course?

If you are qualified for an accelerated path, you can skip most of the coursework requirements for CFP certification. For more information on the accelerated path, please visit https://www.cfp.net/get-certified/certification-process/education-requirement/certification-coursework-requirement/accelerated-path

If I have my CPA license and I take the CFP capstone course with Purdue, will that meet the education requirement for me to sit for the exam in other states?

Exam requirements may vary state to state. Please check with the governing board in your state for the answer to this question.

When can I start the capstone course?

You can start the capstone course anytime. There is no official start date since part one is delivered asynchronously and part two has live sessions.

How is testing administered for the capstone course?

There are two components of the capstone course: a midterm exam and a case presentation. The midterm exam covers some fundamental financial planning materials. Students have two attempts at the midterm exam. The case presentation is a comprehensive financial plan students develop with the use of a proprietary software developed by Dalton education. It incorporates the financial planning process that students are introduced to throughout the course. The midterms count for 40% of your overall grade and the finals count for 60% of your overall grade. Your weighted average course grade must be a 70% or higher to pass the course.

What if I fail an exam or a course?

If a student fails an exam, they will have an opportunity to take a makeup exam. The makeup exams are different versions of the original exam that test the same content. Students who are failing a course with a course grade of 60-69 after exhausting all exam attempts can opt to do extra credit, which is available through an education advisor. Students who are failing a course with a grade of 59 or below will be required to repeat the course.

What are the system requirements?

It is recommended that students have an operating system Windows 7 or higher, or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs, as well as be able to store and retrieve documents and files on their computers. The latest version of Adobe Flash Player is also recommended for viewing the live classes. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

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