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
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