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Financial Planning

Registration Info

Application Procedures

1. Be sure you meet registration Requirements.
2. Refer to the Schedule for your Course ID#, Tuition Amount, and City or State location.
3. Note our Refund Policy, below.
4. Choose a registration method.
• Register Online with our secure process or by Phone using Mastercard/Visa only, and send your resume/transcript to the address below.
• Print the Application Form and register by Mail or Fax. Enclose your resume/bio and full tuition payment with the application form. Make checks payable to Duke University. Payment can be made by:
  • Certified check or money order payable to Duke University. In the memo field of checks and money orders, please write your name exactly as on the registration form.
  • Credit Card: Mastercard/Visa only.
  • Loans:
    • Some students choose to use a continuing education loan to finance the cost of the program including tuition, books, and equipment. Duke Continuing Studies does not endorse any lending program as the best source. Loans are approved at variable rates based on your credit history. Interest rates and fees vary by lender and, unlike federal loans, interest rates are not capped.  If you will apply for a TERI or SLM loan, please see the instructions provided for TERI or Sallie Mae. 
    • The Executive Certificate Program in Financial Planning is non-credit and therefore NOT eligible for federal education loans. Please do not submit FAFSA forms for this program.
    • Your local bank may offer other options for loans or a "line of credit" service. Contact your bank for more information on financing choices.
  • Other Funding:
    • The Workforce Investment Act provides intensive training services to those who have been unable to find employment. Customers are linked to job opportunities in their communities, including both occupational training and training in basic skills. Participants use an “individual training account” to select an appropriate training program from a qualified training provider.

  The Duke Executive Certificate in Financial Planning is an approved training provider in Durham County and many other counties across North Carolina. For more information on eligibility, the application process, or to find your local Workforce Development Board, visit the North Carolina State Training Accountability and Reporting System.

5. Please include your employer and job title on the registration form.

Mailing Address:	Registration - Financial Planning Duke Continuing Studies Box 90700 Durham, NC 27708
Phone Registration:	919-684-6259
Fax:	919-681-8235

You will receive confirmation of your acceptance. Course location, directions and other program details will be mailed 10 days prior to program start.

Questions? Call 919-684-6259 or 1-866-edu-Duke.

Refund Policy: Students who withdraw prior to the start of the 2nd weekend, will receive a 90% refund, minus a $100 processing fee. All withdrawals after the 2nd weekend receive no refund, but may request to enroll in the next program offering. Send withdrawal and refund requests to Dee Holland, dholland@duke.edu. In the event a program is cancelled, students will be refunded their tuition in its entirety.