Financial Planning

It's time to register for the October session. Register early to reserve your space in class. Please call (203) 254-4110 for details.

Did you know that Fairfield University has a 100% pass rate on the comprehensive CFP® Certification Examination for March 2007 and November 2006?

Did you also know that Fairfield University's cumulative pass rate is higher than the national pass rate?

If you have been thinking of obtaining your CFP® certification but have been putting it off, Fairfield University is pleased to annouce a flexible program that will allow you to be eligible to sit for the two-day CFP® Certification Examination in either 10 months or our traditional two-year or less program.

Our program is designed for the working individual who wants to earn their CFP® designation in a timely manner. We understand the complexities of working, raising a family and being enrolled in a university program. That is why are courses are designed so that you can choose to either accelerate through the program or take them course by course at your own pace.

Each course meets one night a week for 10 weeks from 6:00 p.m. to 9:00 p.m.

Click here for course descriptions for the CFP® Certification Exam.

Fall 2008 Course Offerings:

Spring 2009 Course Offerings:

Summer 2009 Course Offerings:

Coming Again this Spring -

Mastering Your Financial Calculator

Saturday, January 10 and 17, 2009
9 a.m. to noon
$50

The purpose of this course is to teach the Time Value of Money (TVM) concepts using the HP12c calculator.

• Students will work on solving typical short TVM problems and Case Studies in reference to the CFP® exam.
• By the end of the seminar, students will have a working knowledge of TMV concepts and a facility to use the HP12c calculator to solve typical types of TVM problems on the CFP® exam.
• This seminar will provide essential skills that will be used and required in all CFP® courses.
• Required Materials: HP12c Financial Calculator.

Call Patricia Pivarnik for more details or to register 254-4307

About Fairfield University's Financial Planners Program

Fairfield's program for financial planners has been established to meet the need for professionals appropriately trained to assist clients in planning for present and future financial security. The program is designed for people working in the areas of financial planning, insurance, banking, investments, accounting, and law as well as other professionals interested in learning more about the financial planning process. The curriculum is designed to meet and exceed the criteria set by the Certified Financial Planners Board of Standards, Inc. The CERTIFIED FINANCIAL PLANNER™ certification is the best-known certification in the financial planning community. The Fairfield University program has been registered with the Certified Financial Planners Board of Standards, Inc. as acceptable education for the CFP® Certification Examination. Students who complete the six courses may sit for the two-day CFP® Certification Examination.

"Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."

"Fairfield University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® certification marks. CFP® certification is granted solely by the Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements."

Fairfield University awards a Certificate in Financial Planning upon completion of the six required courses in the financial planning program. Students must earn a letter grade of "C" or better in each course to sit for the CFP® Certification Examination and to receive the Fairfield University Certificate in Financial Planning.

Contact:

Attn: Patricia Pivarnik
University College at Fairfield University
1073 North Benson Road
Fairfield, CT 06824
Phone: (203) 254-4000 ext. 2910
Fax: (203) 254-4106
E-mail Patricia Pivarnik
or E. Stuart Clymer, CFP®, MBA