Tuition and Fees
Effective November 2022
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.
Certificates
Financial Advising Accelerator
Flat rate per course
$395 (standalone course)
$200 (if student elects to enroll in course at time of enrollment in either AAMS®, FPQP®, or WMSSM designation program.)
Professional Certifications
Accredited Asset Management Specialist℠ or AAMS® Professional Certification Program
Flat rate per course
$1,350.00
Accredited Behavioral Finance Professional℠ or (ABFP®) Professional Certification Program
Flat rate per course
$1,350.00
Accredited Domestic Partnership AdvisorSM or (ADPA®) Professional Certification Program
Flat rate per course
$1,350.00
Accredited Portfolio Management Advisor℠ or (APMA®) Professional Certification Program
Flat rate per course
$1,350.00
Accredited Wealth Management Advisor℠ or (AWMA®) Professional Certification Program
Flat rate per course
$1,350.00
Chartered Retirement Planning Counselor℠ or (CRPC®) Professional Certification Program
Flat rate per course
$1,350.00
Chartered Retirement Plans Specialist℠ or (CRPS®) Professional Certification Program
Flat rate per course
$1,350.00
Chartered SRI CounselorSM or (CSRIC®) Professional Certification Program
Flat rate per course
$1,350.00
Financial Paraplanner Qualified Professional℠ or (FPQP®) Professional Certification Program
Flat rate per course
$1,350.00
Life Underwriter Training Council Fellow℠ or (LUTCF®) Professional Certification Program (3 course program)
Flat rate per course
$950.00
Wealth Management Specialist℠ or (WMS℠) Professional Certification Program
Flat rate per course
$1,350.00
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
$699.00
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
$4,893.00
CFP® Exam Prep Review
Premium Review
Flat rate per course
$1,399.00
Essential Review
Flat rate per course
$599.00
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 Certification & CFP)
Per copy
$15.00
Transcript fee
Per copy
$15.00
Designation Renewal
Per renewal
$95.00
Course extension
(Professional Certification & 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
(Electronic textbooks are included with tuition)
Per package
$349.00 + shipping
Professional Certification Physical Textbook
(Electronic textbooks are included with tuition)
Per course
$150.00 + shipping
Textbooks/Materials (FP511-FP516)
(Electronic textbooks are included with tuition. Printed textbooks are an additional charge )
Per course
$99.00 + shipping
Refund Policy
Professional Certification
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® 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 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:
- 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.
- 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.
- 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.
- The institution has been ordered to pay a refund by the Bureau but has failed to do so.
- 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.
- 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.
- 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.