Tuition and Fees

Effective November 2021

Tuition and fees for each College for Financial Planning®—a Kaplan Company program are listed below. Students are responsible for payment at the time of enrollment unless deferment arrangements have been made. Please contact the Enrollment Department at 800-237-9990 with any questions.

Professional Designations

Accredited Asset Management Specialist or AAMS® Professional Designation Program

Flat rate per course

$1,300.00

Accredited Behavioral Finance Professional or ABFP® Professional Designation Program

Flat rate per course

$1,300.00

Accredited Domestic Partnership Advisor or ADPA® Professional Designation Program

Flat rate per course

$1,300.00

Accredited Portfolio Management Advisor or APMA® Professional Designation Program

Flat rate per course

$1,300.00

Accredited Wealth Management Advisor or AWMA® Professional Designation Program

Flat rate per course

$1,300.00

Chartered Retirement Planning Counselor or CRPC® Professional Designation Program

Flat rate per course

$1,300.00

Chartered Retirement Plans Specialist or CRPS® Professional Designation Program

Flat rate per course

$1,300.00

Chartered SRI Counselor or CSRIC® Professional Designation Program

Flat rate per course

$1,300.00

Financial Paraplanner Qualified Professional or FPQP® Professional Designation Program

Flat rate per course

$1,300.00

Life Underwriter Training Council Fellow or LUTCF® Professional Designation Program (3 course program)

Flat rate per course

$950.00

Wealth Management Specialist or WMS Professional Designation Program

Flat rate per course

$1,300.00

CFP® Certification Education Program Courses

Tuition below is applicable to the following courses: FP511, FP512, FP513, FP514, FP515, FP516, and FP517

Premium education courses

Flat rate per course

$899.00

EssentialPlus education courses

Flat rate per course

$799.00

Essential education courses

Flat rate per course

$599.00

CFP® Certification Education Program (paid in full)

Premium education courses

7-course program plus Exam Prep Review course

$7,199.00

EssentialPlus education courses

7-course program

$5,151.00

Essential education courses

7-course program

$4,393.00

CFP® Exam Prep Review

Premium Review

Flat rate per course

$1,348.00

Essential Review

Flat rate per course

$449.00

CFP® Continuing Education

Ethics CE: CFP Board’s Revised Code and Standards

Per course

$29.00

Total Access CE for CFP Professionals

Per package

$59.00

Master of Science Degree Programs

Master of Science in Financial Analysis program

Flat rate per course

$1,725.00

Master of Science in Personal Financial Planning program

Flat rate per course

$1,400.00

Fees

Transcript fee

Per copy

$15.00

Replacement diploma
(Master of Science)

Per copy

$35.00

Replacement certificate
(Professional Designation & CFP)

Per copy

$15.00

Transcript fee

Per copy

$15.00

Designation Renewal

Per renewal

$95.00

Course extension
(Professional Designation & CFP EssentialPlus and Essential courses only)

Per extension
(maximum of 2 per eligible course)

$50.00

CFP Exam Prep Review Rollover Fee

Per request

$150.00

Application fee
(Master of Science programs only)

Per application

$35.00

Optional Materials

CFP Exam Prep Review Textbook
(CFP EPR comes with the option of physical or electronic materials. If a student wants both there will be an additional charge.)

Per package

$349.00 + shipping

Professional Designation Physical Textbook
(Electronic textbooks are included with tuition)

Per course

$150.00 + shipping

Textbooks/Materials (FP511-FP516)
(CFP courses come with the option of physical or electronic materials. If a student wants both there will be an additional charge.)

Per course

$69.00 + shipping

Refund Policy

Professional Designations

Request

Refund Amount

Deadline

AAMS®
ABFP®
ADPA®
APMA®
AWMA®

CRPC®
CRPS®
CSRIC®
FPQP®
WMS

Drop

Withdraw

100%

No Refund

0-14 days from the first date of enrollment

15-120 days from first date of enrollment

LUTCF®

Request

Refund Amount

Deadline

Education Program

Drop

Withdraw

100%

No Refund

0-30 days from first date of enrollment

31-180 days from first date of enrollment

Single Course

Drop

Withdraw

100%

No Refund

0-30 days from first date of enrollment

31-180 days from first date of enrollment

Add/Drop Deadlines and Tuition Refunds CFP<sup>®</sup> Certification Education Program

Up-front Payment

Request

Refund Amount

Deadline

Cancel

100%

0-14 days from first date of course access

Withdraw

25% on any course where no access was given

15-365 days from first date of enrollment

Withdraw

No refund

Requests submitted more than 1 year after the initial enrollment date

Course-by-Course Payment

Cancel

100%

0-14 days from first date of course access

Withdraw

No refund

15-90 days from first date of enrollment

Up-front Payment

Request

Refund Amount

Deadline

Cancel

100%

0-14 days from first date of course access

Withdraw

25% on any course where no access was given

15-365 days from first date of enrollment

Withdraw

No refund

Requests submitted more than 1 year after the initial enrollment date

Course-by-Course Payment

Cancel

100%

0-14 days from first date of course access

Withdraw

No refund

15-90 days from first date of enrollment

Up-front Payment

Request

Refund Amount

Deadline

Cancel

100%

0-14 days from first date of course access

Withdraw

No refund

15-90 days from first date of enrollment

Add/Drop Deadlines and Tuition Refunds Master of Science Programs 2021-2022 Academic Year

Term

Deadline

Request

Refund Amount

2021 Fall I
August 16, 2021 – October 21, 2021

August 22, 2021

September 26, 2021

Drop

Withdraw

100%

No Refund

2021 Fall II
October 25, 2021 – December 19, 2021

October 31, 2021

December 5, 2021

Drop

Withdraw

100%

No Refund

2022 Spring I
January 10, 2022 – March 6, 2022

January 16, 2022

February 20, 2022

Drop

Withdraw

100%

No Refund

2022 Spring II
March 21, 2022 – May 15, 2022

March 27, 2022

May 1, 2022

Drop

Withdraw

100%

No Refund

2022 Summer
June 6, 2022 – July 31, 2022

June 12, 2022

July 17, 2022

Drop

Withdraw

100%

No Refund

Add/Drop Deadlines and Tuition Refunds Master of Science Programs 2022-2023 Academic Year

Term

Deadline

Request

Refund Amount

2021 Fall I
August 15, 2022 – October 9, 2022

August 22, 2022

September 25, 2022

Drop

Withdraw

100%

No Refund

2021 Fall II
October 24, 2022 – December 18, 2022

October 20, 2022

December 4, 2022

Drop

Withdraw

100%

No Refund

2022 Spring I
January 9, 2023 – March 5, 2023

January 15, 2023

February 19, 2023

Drop

Withdraw

100%

No Refund

2022 Summer
June 5, 2023 – July 30, 2023

June 11, 2023

July 16, 2023

Drop

Withdraw

100%

No Refund

2022 Spring II
March 20, 2023 – May 14, 2023

March 26, 2023

April 30, 2023

Drop

Withdraw

100%

No Refund

Student Tuition Recovery Fund (STRF)

The state of California established the Student Tuition Recovery Fund (STRF) to relieve or mitigate economic loss suffered by a student in an educational program at a qualifying institution who is or was a California resident while enrolled, or was enrolled in a residency program, if the student enrolled in the institution, prepaid tuition, and suffered an economic loss. Unless relieved of the obligation to do so, you must pay the state-imposed assessment for the STRF, or it must be paid on your behalf, if you are a student in an educational program who is a California resident, or are enrolled in a residency program, and prepay all or part of your tuition.

You are not eligible for protection from the STRF and you are not required to pay the STRF assessment if you are not a California resident or are not enrolled in a residency program.

It is important that you keep copies of your enrollment agreement, financial aid documents, receipts, or any other information that documents the amount paid to the school. Questions regarding the STRF may be directed to the Bureau for Private Postsecondary Education, 1747 North Market Boulevard, Suite 225, Sacramento, CA 95834, 916-574-8900 or 888-370-7589.

To be eligible for STRF, you must be a California resident or are enrolled in a residency program, prepaid tuition, paid or deemed to have paid the STRF assessment, and suffered an economic loss as a result of any of the following:

  1. The institution, a location of the institution, or an educational program offered by the institution was closed or discontinued and you did not choose to participate in a teach-out plan approved by the Bureau or did not complete a chosen teach-out plan approved by the Bureau.
  2. You were enrolled at an institution or a location of the institution within the 120-day period before the closure of the institution or location of the institution, or were enrolled in an educational program within the 120-day period before the program was discontinued.
  3. You were enrolled at an institution or a location of the institution more than 120 days before the closure of the institution or location of the institution, in an educational program offered by the institution at which the Bureau determined there was a significant decline in the quality or value of the program more than 120 days before closure.
  4. The institution has been ordered to pay a refund by the Bureau but has failed to do so.
  5. The institution has failed to pay or reimburse loan proceeds under a federal student loan program as required by law or has failed to pay or reimburse proceeds received by the institution in excess of tuition and other costs.
  6. You have been awarded restitution, a refund, or other monetary award by an arbitrator or court, based on a violation of this chapter by an institution or representative of an institution, but have been unable to collect the award from the institution.
  7. You sought legal counsel that resulted in the cancellation of one or more of your student loans and have an invoice for services rendered and evidence of the cancellation of the student loan or loans.

To qualify for STRF reimbursement, the application must be received within four (4) years from the date of the action or event that made the student eligible for recovery from STRF. A student whose loan is revived by a loan holder or debt collector after a period of noncollection may, at any time, file a written application for recovery from STRF for the debt that would have otherwise been eligible for recovery. If it has been more than four (4) years since the action or event that made the student eligible, the student must have filed a written application for recovery within the original four (4)-year period unless the period has been extended by another act of law. However, no claim can be paid to any student without a Social Security or taxpayer identification number.