Financial Planning Program
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Financial Planning Program  

Suitable for entry-level and practicing professionals looking to distinguish themselves as objective financial planners, whether as individual practitioners or as planners sponsored by large advisory companies. This certificate offers a comprehensive review of the fundamentals of financial planning and uses a curriculum developed by the College for Financial Planning. Courses provide the opportunity to learn and apply financial planning techniques in a classroom environment, with an emphasis on real-world application and problem solving.

  • CFP0002 Financial Planning Process and Insurance Planning
  • CFP0003 Investment Planning
  • CFP0004 Tax Planning
  • CFP0005 Retirement Planning and Employee Benefits
  • CFP0006 Estate Planning
  • CFP0007 Financial Planning Development for CFP Certification


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