FAQs for Fidelity Students

Via UPS, you will receive a soft-bound textbook for courses 101–106. For course 101, you will receive the Understanding Your Financial Calculator book. You will not receive a textbook for the 107 course because all materials are provided to you via your online access.

Via email, you will receive course confirmation along with a username and instructions to establish a password for initial login. The following online assets are available to you after logging in with your username and password:

• AccFP Getting Started
  The Getting Started icon presents instructional videos of the study tools provided along with an explanation of what is expected of students to successfully complete each course. Many other helpful tips can also be found in this folder.
• Course Introduction
  The Course Introduction icon presents an introduction video that covers areas that will be taught in the course you are beginning.
• Study Planner Checklist
  This valuable study tool provides students with the recommended activities associated with each unit. The various activities will require students to work through activities in the course textbook and study important materials in other online folders.
• Core Lecture Videos
  Cover the core concepts of the CFP® exam with a new series of online streaming videos.
• Course QBank
  The QBank is an online, interactive learning platform that allows students to drill and practice with online questions, create and save personal study notes, and build custom practice exams using the topics and number of questions selected by the student. There is also a QBank User Guide that explains how to use the QBank and Performance Tracker.
• Virtual Class
  From the Virtual Class icon, you will be able to attend classes, view archives, get PowerPoint presentations for each unit, and  take unit quizzes and final exams.
• Updates/Errata
  Visit the Updates/Errata often for corrections, updates, and supplemental documents.
• InstructorLink and Phone Support
  Receive direct email access to a subject matter expert or academic advisor and obtain greater insight into students’ most difficult questions. You also have the ability to schedule up to three 15-minute support calls per course with an instructor or subject matter expert.
• Performance Tracker
  Gives you the ability to view your scores per course topic. There is also the ability to “compare with others” which will compare your scores to those in the AccFP program in which you are enrolled.

Watch the Getting Started video. This video is located on your dashboard. It provides an explanation of all the study tools provided to you and a step-by-step guide explaining what is expected of you to successfully complete each course.

You will have access to your online assets until the end of the exam month during which your education program cycle ends. For example, if you are attending courses associated with a program cycle that began in March 2015, you will have access to your online assets until March 2016.

After logging into your Online Access Home page, you must hover your mouse cursor over the CFP^® tab located above the left navigation menu.

When you do this, a drop-down menu will appear showing you all the courses in which you are enrolled. Select the course you would like to access. You will then be linked to your dashboard entry page, where you can enter your chosen class.

1.  After you have logged in and selected the course you want to access, click on Course ### Quizzes/Exams icon located under Prepare – Practice – Perform.
   
2. From this page, you may view and take course quizzes and exams.
   
3. Click the plus sign next to the unit quiz or exam you want to take. Your selection will expand.
   
4. Once expanded, click the second plus sign next to the unit quiz or exam you want to take. Your selection will expand, and you can click on the quiz or exam you want to take.
   
5. Once you select your item of choice, the screen below will appear. You can launch your quiz/exam within this window.
   

All quizzes and the final exam can be found in the Quizzes/Exam icon on your dashboard. For courses 101–106, you must take all quizzes and exams via your online access prior to the course deadline. For course 107, in lieu of quizzes and exams, you will complete and upload a written and oral case presentation for a course grade.

For courses 101–106, there are 10 unit quizzes, 1 case study quiz, and 1 final exam. Each unit quiz has 10 questions, with an allotted time of 60 minutes per quiz. The case study quiz has 10 questions, with an allotted time of 60 minutes. The final exam has 50 questions, with an allotted time of 3.5 hours. There are no quizzes or exam associated with course 107.

No. Your attendance in a class session or playback is not dependent upon completion of a quiz. However, it is critical that you keep up with the pace of the class. The coursework deadline can’t be moved to give you more time to complete the quizzes or final exam. Overwhelmingly, students that keep up with the quizzes as they progress with the course perform much better.

Yes, you will be given three opportunities to test on each unit’s content. You must attempt at least one quiz for every unit before you have access to your Final Exam. You will be given two opportunities to test on the Final Exam content.

You are not required to exhaust all of your testing opportunities, but they are available if you are trying to obtain a higher grade. The various testing attempts for each unit quiz are not averaged. The highest score will be counted as the official grade. Quizzes and exams cannot be paused or stopped once they are started. If you accidentally lose connection with the testing, you will be able to continue where you left off as long as the allotted time frame has not expired.

If you believe you have experienced a technical issue that has impacted your ability to complete your quiz or exam, contact Technical Support by email at [email protected] or by phone at 888.325.5072, option 2, for further instructions.

• All quizzes and final exams are timed, so keep this in mind when preparing to start them. The information relating to time limits is available in your Course Expectations, Grading, and Course Completion page under the Getting Started Guide on your dashboard.
• Print out all necessary materials (e.g., case studies) before you begin the quiz and review them thoroughly.
• When taking a quiz or exam, make an answer sheet based on the number of questions and write down your answers (not just the corresponding letter) in case you run into technical problems and need to re-take your quiz. You can also mark any questions you are having trouble with if you need to go back.
• Be sure to choose the correct radio button when selecting an answer for questions on a quiz or final exam.

You can see your scores on any completed quiz or final exam under the Quizzes/Exam icon on your dashboard.

You can review the solutions to all quizzes and the final exam under the Quizzes/Exam icon on your dashboard. You will be able to review any quiz/exam attempts made prior to the course deadline.

For courses 101–106, there are 11 quizzes and 1 final exam associated with each course of the program. The quizzes account for 30% of your grade, and the final exam accounts for the other 70%. Students must achieve an overall score of 70% or better to pass each course. Students must achieve an overall score of 80% or better to pass the 107 course. A course rubric is provided detailing how scores for the 107 course are computed.

The results of your course will be available upon completion of the course. From your dashboard, you can view and print your certificate. If you do not pass the course, please contact your Advisor Team at 800.530.0633 or  [email protected] for your options to remain in good standing.

Transferring credits is not required. However, if you want to receive a Kaplan Certificate and have Kaplan send CFP Board proof of your education requirements being met, you must complete all required courses with Kaplan or request a transfer of credit (maximum of two courses).

Please view the Transfer/Test-Out Form. If you need assistance, please contact your Advisor Team at [email protected] or by calling 800.530.0633.

The results of your course will be available upon completion of the course. From your dashboard, you can view and print your certificate. It is very important that you keep your Verification Letters for your records as proof of successful course completion.

If you completed all required education courses with Kaplan, or transferred courses to Kaplan, you will receive a Certificate of Completion. It will be mailed to you via USPS approximately 7–10 business days after the exam registration deadline.

Upon your completion of all required education courses through Kaplan, or transferred courses, Kaplan will notify CFP Board automatically that you have completed all educational requirements. Upon Kaplan’s submission of your education completion, you will receive an email from CFP Board. However, if you do not take all required courses through Kaplan, you must provide  CFP Board with proof of your education completion by sending a copy of each individual course Verification Letter to CFP Board. If you have not completed all of the required education courses with Kaplan and have not transferred courses to Kaplan, you must apply to CFP Board using the individual Letters of Verification received from the various educational providers.

First of all, a big “Congratulations” is due for completing the required education. We strongly recommend you keep the momentum going and move directly to preparing for the CFP^® exam. The Kaplan Live Review is critical to ensuring you  build on the knowledge you obtained during the education program and take it a step further to prepare to pass the exam.

Yes! It is your responsibility to register for the CFP^® exam. The registration deadline is determined by CFP Board. To obtain the registration deadline date or to register, visit www.cfp.net/become.

If you hold an advanced degree, license, or other credential, you are automatically eligible to apply to take the CFP^® exam with Challenge Status, provided you complete Kaplan Financial Education’s Financial Plan Development Course (FP-107).

• PhD in business or economics
• Doctor of Business Administration
• Licensed attorney*
• Certified Public Accountant (CPA)*
• Chartered Financial Consultant® (ChFC^®)
• Chartered Life Underwriter^® (CLU^®)
• Chartered Financial Analyst (CFA^®)
• CFP^® certification from the Financial Planning Standard Board Ltd. Affiliate in your territory of residence outside the US

Get credit for previous education by transferring courses to Kaplan or have CFP Board do a transcript review.

*Inactive license acceptable

You may take the AccFP 107 course or the Self Study 107 to fulfill the capstone requirement. You may also choose to “audit” courses 101-106. Kaplan is the only CFP^® certification education provider to offer audit solutions of the education modules, designed for those who wish to review the education concepts for personal benefit. Our audit solutions will test your understanding of the core education concepts and ensure that your foundation of knowledge is strong.