If you are interested in
pursuing the CFP� certification, please contact
Dr. K.C. Chen, Ph.D., CFA
Theodore F. Brix Professor of Finance, Chair, Department of Finance and
Business Law
California State University, Fresno
Fresno, CA 93740-8001
(559) 278-5646 (O)
(559) 278-4911 (F) kchen@csufresno.edu
The CFP� certification process, administered by
CFP Board, assures the public that
those who have been authorized to use the CFP certification marks have met
rigorous professional standards and have agreed to adhere to the principles
of integrity, objectivity, competence, fairness, confidentiality,
professionalism and diligence when dealing with clients.
To become certified, you are required to meet the following four initial
certification requirements (known as the four "Es"):
� Education
� Examination
� Experience
� Ethics
Certificate in Financial Planning
The Department of Finance and
Business Law of the Craig School of Business at California State
University, Fresno offers a Certificate Program in Financial Planning
that fulfills the educational component of the CFP�
certification. The Program consists of six courses with each course
taught within a 4-week term, meeting 3 hours on Friday evening (6 p.m.-9
p.m.) and 7 hours on Saturday (9 a.m.-12 p.m. and 1 p.m.-5 p.m.) each
week, totaling 40 hours per course. Candidates who complete the six
courses in the sequence, who receive at least �C� from each course, and
who maintain an overall GPA higher than 2.5 will complete the Program in
eight months.