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.