CERTIFICATES IN FINANCIAL PLANNING

This certificate program is designed to fulfill the educational requirements necessary to sit for the Certified Financial Planner Certification Examination. The program covers all 89 financial planning topics required by the Certified Financial Planner (CFP) Board of Standards, Inc., and additional relevant topics. The certificate is available in three program formats to accommodate students' specific needs and scheduling: the Certificate in Financial Planning, the Web-Delivered Certificate in Financial Planning (Live Online, Instructor-Led), and the Web-Delivered Certificate in Financial Planning (Self-Paced).

Who should enroll:
The Certificate in Financial Planning is for professionals and college graduates who want a career in financial planning; those who work with financial planners, accountants, attorneys, real estate agents, stockbrokers, or insurance agents; and individuals interested in learning about long-term life cycle financing. The programs are designed for students who want to complete their educational requirements for the CFP® examination.

Upon completion of the program students have:

• Satisfied the educational requirements of the Certified Financial Planner Board of Standards, Inc.
• Substantive knowledge and technical skills for professional competence as a financial planner.
• Knowledge of all 89 topics mandated by the Certified Financial Planner Board of Standards, Inc.
• Proficiency in the use of a financial calculator.

CFP Board owns the marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and CFP (with flame logo)(R), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Certificate Builder

COURSE CHECK LIST			COURSE NO.	PRICE
Option 1 (7 of these courses are required)
	Financial Calculator Proficiency Exam This exam is designed to test students on the use of the financial calculator. All students in the Certificate in Financial Planning program are required... (click on course name to read more)		X51.9952	$50
	FP 1: Fundamentals of Financial Planning Learn the fundamentals of financial planning (a prerequisite for the other courses in the financial planning program). Topics include financial planning functions, time value of... (click on course name to read more)		X55.9940	$750
	FP 5: Retirement Planning and Employee Benefits Familiarize yourself with personal and employee-sponsored retirement plans. Topics include Social Security and Medicare benefits, IRAs, tax-sheltered annuities, qualified retirement plans, distribution options, and taxation... (click on course name to read more)		X55.9944	$750
	FP 6: Estate Planning Become familiar with estate planning. Learn how the federal estate tax system works and what to consider when doing estate planning. Topics include federal estate... (click on course name to read more)		X55.9946	$750
	FP 2: Financial Planning Process and Insurance Review basic financial planning principles and familiarize yourself with the concepts of risk management. Topics include identifying risk exposures, legal aspects of insurance, insurance policy... (click on course name to read more)		X55.9951	$750
	FP 3: Investment Planning Learn how to assess a client's risk-tolerance level, tax situation, liquidity, and marketability requirements to determine appropriate investment vehicles. Topics include regulation of markets, investment... (click on course name to read more)		X55.9959	$750
	FP 4: Income Tax Planning Become familiar with tax law research process, terminology, computation of tax, and other concepts of tax accounting. Learn tax management techniques, tax implications of employee... (click on course name to read more)		X55.9960	$750
Option 2 (1 of these courses are required)
	Web-Delivered Certificate in Financial Planning (Live Online, Instructor-Led) Main Page Course Module Descriptions & Materials Faculty Information Sessions View Course Demo FAQs System requirements This online course is designed to fulfill the educational requirements of the Certified Financial Planner Certification Examination, administered by the Certified Financial Planner Board of Standards. In a live, instructor-led, and fully interactive environment, students learn the fundamentals of financial planning, including investment planning, income tax planning, financial planning process and insurance, retirement planning, employee benefits, and estate planning. A calculator proficiency exam is included in the program. Presented in the following five modules: Fundamentals of Financial Planning and Insurance Investment Analysis and Portfolio Management Taxation of Persons, Property and Other Entities Retirement and Employee Benefits Estate Tax Planning Complete Course Schedules (PDF): April 09 - December 09 September 09 - May 10 Additional Downloads Textbook List PDF (click on course name to read more)		X55.9900	$4,950
Option 3 (1 of these courses are required)
	Web-Delivered Certificate in Financial Planning (Self-Paced) Learn the fundamentals of financial planning in this self-study, online CFP education program designed to fulfill the education requirement to sit for the CFP Certification... (click on course name to read more)		X55.9970	$2,500

*Courses not available in current semester.

Please sign in or register now.