Financial Planning Application Form

How to complete this form.

Read through the form completely, and get everything ready before you begin to fill it out.

  1. Have all your Education information ready.
  2. Have all the Employer information ready.
  3. Complete the Personal Statement section if you are a Challenge Candidate, or do not intend to sit for the national CFP® examination.

Application Form

Please submit the following to be considered for admission.


Enter post-secondary education. Official transcripts may be required.


Dates Attended:

Major, Degree:

Date Awarded:

Other licenses held:

Other Designations held:


Enter your last or current employer.







Affirmative Action Policy

Student Release Form

Please read and complete the following release carefully. Any waiver of your rights to privacy will be considered on-going and effective until revoked in writing by you. The Family Educational Rights and Privacy Act of 1974 (FERPA) assures your right to keep confidential all the materials contained in your file and to control the release of those materials.

  • By checking this box, I allow for the release of my student file from the schools listed above on this form. This information is needed to facilitate my application into the Financial Planning Certificate Program.
Personal Statement

If you are a Challenge Candidate for the CFP® examination, please note any courses you are interested in attending in addition to the required "Financial Plan Development" (capstone) course. OR

If you DO NOT intend to sit for the national CFP® examination, explain why you are applying to FDU's Financial Planning Certificate Program (example: Changing Career Path).

Paste from Word, or enter text here:

Please submit this form. Then send -- or have the educational institution(s) send -- your transcripts to:

Fairleigh Dickinson University
Certificate in Financial Planning
285 Madison Ave M-DH2-02
Madison, NJ 07940

I heard about the CFP Program from ...
  • Bloomberg Radio
  • Referral
  • CFP Board
  • Mailing
  • Web Page

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Submit the Form