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