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.

REQUIRED COURSES:
  • Financial Planning Process and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Financial Planning Development for CFP Certification

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