CERTIFICATE IN FINANCIAL PLANNING

This certificate has been designed to fulfill the educational requirements of the Certified Financial Planner Certification Examination, administered by the Certified Financial Planner Board of Standards. 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 also included in the program.

Upon completion of the program, students have:

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

Tuition fees do not include the cost of required study guides and online exam fees in courses FP 2 through FP 6, which must be purchased by each individual student in order to qualify for access to the online final exam. NYU will arrange for registered students to purchase the materials from the copyright owner. Call (212) 992-8332 or e-mail scps.fp.info@nyu.edu for more information.

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.

This certificate meets all of the education requirements of the Certified Financial Planner Certification Examination, administered by the Certified Financial Planner Board of Standards. This certificate can be earned by successfully completing six required courses in the traditional on-campus setting with Option 1, or by taking Option 2, our Financial Planning - Web-Delivered (CFP ® Certification Education Program) course over nine months (live, instructor led, fully interactive) for one flat fee.

Certificate Builder

COURSE CHECK LIST			COURSE NO.	PRICE
Required: Traditional, on-campus courses. (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	$795
	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	$795
	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	$795
	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	$795
	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	$795
	FP 4: Income Tax Planning This course covers the tax law research process, terminology, computation of tax, and concepts of tax accounting. Learn tax management techniques, tax implications of employee... (click on course name to read more)		X55.9960	$795
Additional Courses - Although not required, these additional courses are suggested for those needing calculator workshops and other foundation-level courses in this area. (0 of these courses are required)
	HP 10b II Workshop: Fundamentals This workshop is specifically designed to train students on the use of the HP 10bII calculator. Topics include time value of money, variance and standard... (click on course name to read more)		R51.0300	$295
	How to Jump-Start Your CFP(R) Practice This one-day seminar explores options and best practices to jump-start a successful financial planning practice, whether you are just starting the program or finishing it.... (click on course name to read more)		R51.0301	$355
	HP 10b II Workshop: Investment Problems In this workshop, students are trained to do the many and varied calculations required of financial planners when considering investments. Learn to value both equity... (click on course name to read more)		R51.0305	$295

*Courses not available in current semester.

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