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Online Executive Certificate in Financial Planning

Over the last three years, financial advisors who are a CERTIFIED FINANCIAL PLANNERTM have reported an increase in gross earnings of $20,000-$40,000 in the year following their CFP certification. More than 95 percent of them report feeling satisfied or very satisfied with their careers.

At Your Own Pace or with a Cohort!

The Online Executive Certificate in Financial Planning program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student's schedule. 

May 2014 Cohort Dates

July 2014 Cohort Dates

September 2014 Cohort Dates

The program consists of six modules: 

•·         Fundamentals of Financial Planning and Insurance

•·         Investment Planning

•·         Income Tax Planning

•·         Retirement Planning

•·         Estate Planning

•·         Financial Plan Presentation

Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased. 

Students can customize their educational experience by supplementing their program with additional study aids such:

•·         Live End of Course Review, a live online instructor-led summary of the most important concepts in the course.

•·         Textbook Bundle, receive required textbook automatically.

•·         The Dalton Review® for CFP Certificate Examination, considered the premier CFP review course in the country. 


Textbook List

Register Online

For more information on the program please call 209.946.2424

Program Requirements:

Please note: Beginning January 1, 2007, candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP certification. For students enrolling January 1, 2012 or later, the financial planning presentation course will be required.

For more information about CFP® certification please visit: http://www.cfp.net.
Currently, there are no prerequisites or admissions process for University of Pacific program; however, a general knowledge of finance terms and an understanding of financial planning issues are desired.

Additional requirements of the program include: 

Computer and Internet access

Proficiency with a financial calculator (calculator training workshops are available).

All coursework must be completed with a minimum grade of "C" or better.

Certificate of Completion
Students who successfully complete all the courses will be awarded a Certificate of Completion from the University of Pacific.    


Benefiting from University of Pacific's unique partnership with Dalton Education, the Certificate in Financial Planning Program claims an outstanding faculty. All faculty members in the program have either the CFP® designation or a relevant professional designation or license. Many are former members of the CFP Board of Examiners.

The program features the following distinguished faculty members: 

Michael Dalton, Ph.D., J.D., CPA, CFP®, CLU, ChFC

An associate professor of Accounting and Taxation at Loyola University in New Orleans, Dr. Dalton is the former chairman of the Certified Financial Planner Board of Examiners. Dr. Dalton is a current member of both the Financial Planning Association and the Journal of Financial Planning Editorial Review Board. He is also the author of a wide variety of other renowned professional financial planning texts, including the Dalton Review for the CFP Certification Examination.

Joseph M. Gillice, MBA, CPA, CFP®

Mr. Gillice is president of Dalton Education, LLC and is the former director of University Programs at BISYS Education Services. Mr. Gillice has designed and implemented financial planning programs at over 20 universities across the country, including Georgetown, Duke, DePaul and Rice University. Mr. Gillice teaches fundamentals of financial planning and investment planning. He is also a technical reviewer of Understanding Your Financial Calculator and Fundamentals of Financial Planning: Theory and Practice. He received a Master of Business Administration from Georgia State University.

Kristi M. Tafalla, JD, MS, CFP®, ChFC

Kristi Tafalla is president of KMTafalla Financial and Legal Services, LLC, which provides professional services including legal services, financial planning, and development and consulting services to financial services providers. Ms. Tafalla has contributed to several recognized academic texts including Estate Planning for Financial Planners, Retirement Planning for Financial Planners, and Personal Financial Planning: Theory and Practice. She also contributed to the Dalton Review for the Certified Financial Planner Exam and was the editor of and a contributor to Review for the Hong Kong CFP Certification Exam, Papers 1-4. Ms. Tafalla was previously the director of product development for BISYS Education Services/Dalton Publications.