CFP® + ChFC® + TESU Acceptance Email

[Gloddy]

Update for the board.

I just received word that my FINRA Licenses (Series 7 & 65) were evaluated for credit.  I am so glad I did.  Apparently they re-evaluated these credits with my ChFC course work.  I am now completely finished the 18 credits needed in Finance. :  I almost can't believe it!  With a 3.632 GPA!  

As you know the evaluation tool doesn't really cut and paste well, so I listed below how they completed it, plus a screen shot pasted to a word document for verification.

Group I (300/400) - Need 12 Credits here.
Credits   Name                                  TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
3           Financial Inst. and Mrkts.       FIN-331               Series 7                FINRA                    2000               CR
3           Special Topics in Financ         FIN-399               Series 65               FINRA                    2015               CR
2           Fund of Insurance Planning    INS-303               HS311                  American College     2016               A
2           Fundls of Estate Planning       INS-341               HS330                  American College     2017               A
2            Investments                        INS-321               HS328                  American College     2017               B

Group 2 - need 6 credits here
Credits   Name                                      TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
2           Planning for Retirement Needs   BUS-228               HS326                  American College     2017               A
2           Fincl Planning Proc Envrn           FIN-399               HS300                  American College     2016               B
1.33      Apps in Financial Planning II       FIN-399               HS319                  American College     2017               B
1.33      Apps in Financial Planning I        FIN-399               HS314                  American College     2017               B


If anyone out there is going for a Finance Degree and has the FINRA Licenses and CFP and or ChFC coursework done, you are closer than you think!

Have a great weekend!
Gloddy

[dfrecore]

Update for the board.

I just received word that my FINRA Licenses (Series 7 & 65) were evaluated for credit.  I am so glad I did.  Apparently they re-evaluated these credits with my ChFC course work.  I am now completely finished the 18 credits needed in Finance. :  I almost can't believe it!  With a 3.632 GPA!  

As you know the evaluation tool doesn't really cut and paste well, so I listed below how they completed it, plus a screen shot pasted to a word document for verification.

Group I (300/400) - Need 12 Credits here.
Credits   Name                                  TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
3           Financial Inst. and Mrkts.       FIN-331               Series 7                FINRA                    2000               CR
3           Special Topics in Financ         FIN-399               Series 65               FINRA                    2015               CR
2           Fund of Insurance Planning    INS-303               HS311                  American College     2016               A
2           Fundls of Estate Planning       INS-341               HS330                  American College     2017               A
2            Investments                        INS-321               HS328                  American College     2017               B

Group 2 - need 6 credits here
Credits   Name                                      TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
2           Planning for Retirement Needs   BUS-228               HS326                  American College     2017               A
2           Fincl Planning Proc Envrn           FIN-399               HS300                  American College     2016               B
1.33      Apps in Financial Planning II       FIN-399               HS319                  American College     2017               B
1.33      Apps in Financial Planning I        FIN-399               HS314                  American College     2017               B


If anyone out there is going for a Finance Degree and has the FINRA Licenses and CFP and or ChFC coursework done, you are closer than you think!

Have a great weekend!
Gloddy

And so many UL too!  That's awesome!

[bjcheung77]

That is pretty awesome, haha. Great work. Have you decided on how to proceed with your remaining credits?
There's CLEP from ModernStates if you're close to a testing center. If not, then SL/Study.com would work too.

[Gloddy]

That is pretty awesome, haha.  Great work.  Have you decided on how to proceed with your remaining credits?
There's CLEP from ModernStates if you're close to a testing center.  If not, then SL/Study.com would work too.

I am actively working through other courses on study.com.

You have posted help for me along with dfrecore.  I can't thank you both enough.  I can see the light at the end of the tunnel.

[Rf10]

Update for the board.

I just received word that my FINRA Licenses (Series 7 & 65) were evaluated for credit.  I am so glad I did.  Apparently they re-evaluated these credits with my ChFC course work.  I am now completely finished the 18 credits needed in Finance. :  I almost can't believe it!  With a 3.632 GPA!  

As you know the evaluation tool doesn't really cut and paste well, so I listed below how they completed it, plus a screen shot pasted to a word document for verification.

Group I (300/400) - Need 12 Credits here.
Credits   Name                                  TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
3           Financial Inst. and Mrkts.       FIN-331               Series 7                FINRA                    2000               CR
3           Special Topics in Financ         FIN-399               Series 65               FINRA                    2015               CR
2           Fund of Insurance Planning    INS-303               HS311                  American College     2016               A
2           Fundls of Estate Planning       INS-341               HS330                  American College     2017               A
2            Investments                        INS-321               HS328                  American College     2017               B

Group 2 - need 6 credits here
Credits   Name                                      TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
2           Planning for Retirement Needs   BUS-228               HS326                  American College     2017               A
2           Fincl Planning Proc Envrn           FIN-399               HS300                  American College     2016               B
1.33      Apps in Financial Planning II       FIN-399               HS319                  American College     2017               B
1.33      Apps in Financial Planning I        FIN-399               HS314                  American College     2017               B


If anyone out there is going for a Finance Degree and has the FINRA Licenses and CFP and or ChFC coursework done, you are closer than you think!

Have a great weekend!
Gloddy

How long after passing a FINRA Exam, specifically the Series 65, is a "transcript" or the equivalent available?  What is the process to get that info to TESU?

Thanks for the help.

[Gloddy]

Update for the board.

I just received word that my FINRA Licenses (Series 7 & 65) were evaluated for credit.  I am so glad I did.  Apparently they re-evaluated these credits with my ChFC course work.  I am now completely finished the 18 credits needed in Finance. :  I almost can't believe it!  With a 3.632 GPA!  

As you know the evaluation tool doesn't really cut and paste well, so I listed below how they completed it, plus a screen shot pasted to a word document for verification.

Group I (300/400) - Need 12 Credits here.
Credits   Name                                  TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
3           Financial Inst. and Mrkts.       FIN-331               Series 7                FINRA                    2000               CR
3           Special Topics in Financ         FIN-399               Series 65               FINRA                    2015               CR
2           Fund of Insurance Planning    INS-303               HS311                  American College     2016               A
2           Fundls of Estate Planning       INS-341               HS330                  American College     2017               A
2            Investments                        INS-321               HS328                  American College     2017               B

Group 2 - need 6 credits here
Credits   Name                                      TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
2           Planning for Retirement Needs   BUS-228               HS326                  American College     2017               A
2           Fincl Planning Proc Envrn           FIN-399               HS300                  American College     2016               B
1.33      Apps in Financial Planning II       FIN-399               HS319                  American College     2017               B
1.33      Apps in Financial Planning I        FIN-399               HS314                  American College     2017               B


If anyone out there is going for a Finance Degree and has the FINRA Licenses and CFP and or ChFC coursework done, you are closer than you think!

Have a great weekend!
Gloddy

How long after passing a FINRA Exam, specifically the Series 65, is a "transcript" or the equivalent available?  What is the process to get that info to TESU?

Thanks for the help.

I believe it is available as soon as you can see it at brokercheck.finra.org.
Here is the information from TESU's site.  I just filled out the form and faxed it in. A person from FINRA called to tell me that I could get this myself and I explained that it had to come from them.  He said "no problem, I will put it int he mail today."

How do I get started?

• Submit documentation of successful completion
  Students should download and complete the Letter to Request a FINRA Score Report found on the Web CRD/IARD Snapshot Request Form at http://www.finra.org/file/web-crdiard-sn...quest-form. When completing the request, please indicate that you would like your Snapshot mailed directly to Thomas Edison State University, Office of the Registrar, 111 West State Street, Trenton, NJ 08608. Submit completed and signed request forms to FINRA. FINRA will then mail a copy of your Snapshot to the University.
  

• Learn more about enrolling at TESU
  
• Get started on your TESU application
  
• Estimate the cost of attendance and identify potential sources of financial aid using our Financial Aid Shopping Sheet
  

[Rf10]

Update for the board.

I just received word that my FINRA Licenses (Series 7 & 65) were evaluated for credit.  I am so glad I did.  Apparently they re-evaluated these credits with my ChFC course work.  I am now completely finished the 18 credits needed in Finance. :  I almost can't believe it!  With a 3.632 GPA!  

As you know the evaluation tool doesn't really cut and paste well, so I listed below how they completed it, plus a screen shot pasted to a word document for verification.

Group I (300/400) - Need 12 Credits here.
Credits   Name                                  TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
3           Financial Inst. and Mrkts.       FIN-331               Series 7                FINRA                    2000               CR
3           Special Topics in Financ         FIN-399               Series 65               FINRA                    2015               CR
2           Fund of Insurance Planning    INS-303               HS311                  American College     2016               A
2           Fundls of Estate Planning       INS-341               HS330                  American College     2017               A
2            Investments                        INS-321               HS328                  American College     2017               B

Group 2 - need 6 credits here
Credits   Name                                      TESU Course #     Inst. Course #       Inst.                      Year Earned     Grade
2           Planning for Retirement Needs   BUS-228               HS326                  American College     2017               A
2           Fincl Planning Proc Envrn           FIN-399               HS300                  American College     2016               B
1.33      Apps in Financial Planning II       FIN-399               HS319                  American College     2017               B
1.33      Apps in Financial Planning I        FIN-399               HS314                  American College     2017               B


If anyone out there is going for a Finance Degree and has the FINRA Licenses and CFP and or ChFC coursework done, you are closer than you think!

Have a great weekend!
Gloddy

How long after passing a FINRA Exam, specifically the Series 65, is a "transcript" or the equivalent available?  What is the process to get that info to TESU?

Thanks for the help.

I believe it is available as soon as you can see it at brokercheck.finra.org.
Here is the information from TESU's site.  I just filled out the form and faxed it in. A person from FINRA called to tell me that I could get this myself and I explained that it had to come from them.  He said "no problem, I will put it int he mail today."

How do I get started?

• Submit documentation of successful completion
  Students should download and complete the Letter to Request a FINRA Score Report found on the Web CRD/IARD Snapshot Request Form at http://www.finra.org/file/web-crdiard-sn...quest-form. When completing the request, please indicate that you would like your Snapshot mailed directly to Thomas Edison State University, Office of the Registrar, 111 West State Street, Trenton, NJ 08608. Submit completed and signed request forms to FINRA. FINRA will then mail a copy of your Snapshot to the University.
  

• Learn more about enrolling at TESU
  
• Get started on your TESU application
  
• Estimate the cost of attendance and identify potential sources of financial aid using our Financial Aid Shopping Sheet
  

Thanks a lot.  This is really helpful information and much appreciated.