CFP Application

Certified Financial Planner

Education Program Application

Name*

First Name

Initial

Last Name

Important Notes Before Getting Started

To complete the registration process, please submit this form with your electronic signature.

Please make sure to review the CFP Board’s steps to achieving the CFP® certification prior to applying. Information can be found at https://www.cfp.net/become-a-cfp-professional

You will receive confirmation via email once the form has been received.

Address*

Address Line 1

Address Line 2

City

State

ZIP Code

Daytime Phone*

Evening Phone*

Email*

Employer/Title*

Level of Education Completed*

Undergradate Graduate Other

Queens University of Charlotte Alumni*

Yes No

Referred By

Program Fees and Payment Information

Program Fees*:

$5425 Total Tuition - $775 per module

*books & materials are additional

Withdrawal and Refund Policy

Withdrawals must be made through written notice to Queens Financial Planner Program
- The date of withdrawal is the date of receipt by the Queens Financial Planner Program office
- Failure to attend class is not considered formal withdrawal from the program
Refunds for tuition are given according to the following terms:
- Withdrawal during first week of class – Any tuition paid will be refunded
- Withdrawal after first class – No refund
- If full tuition has been paid, you will have the opportunity to re-enroll in a future class within 1 year from the point that you withdrew, or the next time the classes required meet again

Enrollment Agreement

By clicking the boxes below, I acknowledge, understand and agree to the following:*

I have read, understand, and agree with all terms and conditions I affirm my financial responsibility for the program for which I have enrolled I understand the withdrawal/refund policy I will make every effort to attend every class

Student Signature

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Use your mouse or finger to draw your signature above

Print Name*

First Name

Last Name

Date*