CFP® Certification Financial Planning Education Program

Registered with the Certified Financial Planner Board of Standards, Inc., the CFP® Certification Financial Planning Education Program, offers the curriculum in six post-baccalaureate courses meeting the coursework required for CFP® Certification Examination. The program starts with the Fundamentals of Financial Planning and Insurance Planning as a gateway to the financial planning process, and concludes with a capstone course focusing on completing comprehensive financial plans.  Other major topics covered include Income Tax Planning, Estate Planning, Retirement Planning, and Investment Planning. Overall, the program is designed for students interested in a career in financial advisory, accounting, legal, financial services, and economics to deliver comprehensive financial planning instruction with an emphasis on high quality services according to clients’ needs, financial goals, and risk profile.

Program Outcomes:

Students will be able to

• understand the principal knowledge topics establishment the CFP® exam.
• design and develop a comprehensive finance plan.
• communicate in writing with clients catered to their financial goals and risk profiles.