No, you can start the program without any experience or knowledge of financial planning. It’s our job to build you up as a financial advisor throughout the education process, so a fair number of our students are starting from square one.

We generally recommend that you choose a university partner based on regional appeal, but you can choose any of our university partners to select the one you feel would resonate most with the clients you plan to serve.

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 and be able to store and retrieve documents and files on their computer. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

Online materials are accessible on portable devices if you choose the e-book option during purchase.

We have cohorts starting every two months (Jan, March, May, July, Sept, Nov). Classes usually meet two nights per week, for two hours each class. All live-online classes are recorded and available for playback. The entire program can be completed in less than 12 months.

View upcoming cohorts and download detailed class schedules.

All students who enroll in the Instructor-Led Online program will have access to their online classroom for 12 months beginning from the selected cohort start date.

Students are allowed one complimentary rollover to one of the two next upcoming start dates (cohorts) from the original enrollment cohort. Students requiring extensions beyond two cohorts of original enrollment will pay a $250 fee for each extension required. Students who do not complete coursework within 4 years must repurchase unfinished courses to regain access.

Students can submit questions here. Our faculty will answer questions within 2 business days.

Students are issued a pass/fail based upon a weighted average of exams given during each course. Generally, two online exams are given for each course: a midterm worth 40% of the final grade, and a final exam worth 60%. Students must achieve a total grade of 70% or higher to pass each course.

If students fail an exam, they will have an opportunity to take a makeup exam. The makeup exams are different versions testing the same content. We will always take the higher of the scores between the normal and makeup exams. If you are failing after taking all four exam attempts for a course, we have a course remediation process to help you bring your grade to passing.