Financial Planning Program
Courses Certificates Corporate Education I-20 Visa Programs ESL American Business Program Sign In / Register
Sign In   |   View Cart   |     |   Help
 
Print Course information
Email me when offered
Return to Course Catalog

Course Catalog > Courses > All Certificates

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.

REQUIRED COURSES:
  • 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

  •  

    No classes currently available. Click here to continue searching for courses.