Welcome to the University of Miami Executive Certified Financial Planner (CFP®) Certificate Program

The University of Miami, in partnership with Dalton Education, is pleased to announce our new online Executive Certificate in Financial Planning Program. This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination. The benefits of this program include

  • Complete at Your Own Pace – Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased.
  • Customized Learning – On a per subject basis, students decide how much detail they need. If you're up to speed on one topic, you can move on to something new, and drill down into the online content to learn more!
  • CFP® Exam Focused – The program is designed by former members of the CFP® Board of Examiners.

 Register Today! Contact Us

Quick Facts About the Program

Open All Tabs
  • Career Outlook

    The demand for financial planners with CFP® certification is continually growing. This historically uniform profession is poised for minority planners to make a huge impact with a client base that is becoming more diverse.

  • What Will I Learn?

    • Fundamentals of Financial Planning and Insurance
      This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP12C or 10bII, is required.
    • Investment Analysis and Portfolio Management
      This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.
    • Taxation of Persons, Property and Other Entities
      This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.
    • Retirement and Employee Benefits
      This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans) and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.
    • Estate Tax Planning
      This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client's estate.
    • Capstone Course
      The Capstone course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identifying and planning for a client's goals and risks. This course does fulfill the CFP® Board's Capstone Course requirement.

  • How Will I Benefit From UM's Program?

    Dalton Education, LLC is a leading provider of innovative education solutions in financial planning. 
    The founders of Dalton Education have helped thousands of financial professionals earn the CFP® certification marks. Our program consists of providing the highest quality CFP education through premier university partners and the leading CFP review course in the industry, THE DALTON REVIEW® for the CFP® Certification Examination.

    No other review course is as comprehensive and exam focused as THE DALTON REVIEW® for the CFP® exam.

  • Is This Program Right For Me?

    Designed for students who have the discipline for self-study, but cannot attend a regular classroom program. Students can customize their learning, going into as much detail on a subject as needed allowing them to fully comprehend the material and successfully complete the program at their own speed.

  • How Long Is The Program?

    The program is 9 months long.

  • Program Format & Location

    University of Miami, in partnership with Dalton Education, offers both Self-Paced and Virtual Classroom courses that fulfill the certificate requirements.

  • Tuition & Fees

    The price for the course is $4,315.

  • Financial Assistance Options

    To learn more, please speak with an enrollment advisor at (305) 284-4000.


  • What Can I Do After Earning The Certificate?

    The Guarantee to Pass™ is our most comprehensive study and exam preparation bundle – comprised of both the CFP® certification education and Guarantee to Pass™ Review. You are guaranteed to pass if you:

    • score 70%+ on your exam readiness quiz
    • take the CFP® exam within two exam cycles of the scheduled completion date for your education program  

    If you don't pass your CFP® exam, you can take our review program again at no cost or we will refund 100% of your money - your choice. 

    Our faculty is comprised of former instructors of the CFP® Board's Council on Examinations and textbook authors, who offer a rigorous, high-quality curriculum informed by their expertise. All faculty members in the program hold either CFP® certification or a relevant professional designation or license.

  • What Are The Requirements To Earn The Certificate?

    Candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP® certification. For more information about CFP® certification please visit: http://www.cfp.net.

  • Required Courses

    • Fundamentals of Financial Planning and Insurance
    • Investment Analysis and Portfolio Management
    • Taxation of Persons, Property and Other Entities
    • Retirement and Employee Benefits
    • Estate Tax Planning
    • Capstone Course

  • Professional Badges



    The Division of Continuing and International Education’s mission is to empower people to reach their full potential through lifelong and lifewide learning. Revolutionary learning experiences are created for our students to ensure that we meet the demands of the ever-changing economy. We continuously measure our programs’ core competencies, instruction, quality, standards, and service.

    The continuing education landscape has elevated an era of innovation and disruption and as such, the Office of Professional Advancement has instituted a badging system. Graduates of our programs will be able to virtually display a badge, which showcases their new skillset to prospective employers and professional colleagues.

    How does it Work?

    Badges are earned by successfully completing a certificate program through the Office of Professional Advancement. * Upon completion, you will receive an email with instructions on how to collect your badge. Once collected, you can display your badge on social media sites like LinkedIn. Any potential employer will be able to click on the badge for a list of specific skills associated with the respective certificate received.

    *Please call us for a list of approved programs.

    For more information about our career and professional development badging, please call us at 305-284-4000.

  • Have Questions?

    For more information please visit, http://umiami.dalton-education.com/, call (877) 426-2373 or email info@dalton-education.com 


Request Information