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Advanced Diploma Advanced Diploma in Financial Planning

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Program Description

As millions of baby boomers reach retirement age, the need for certified financial planners to guide them will grow exponentially. In fact, in the decade spanning 2012–2022, overall employment in the field of financial planning is expected to grow 27 percent.* The most recognized credential in the industry is the Certified Financial Planner (CFP)® designation.

The Advanced Diploma in Financial Planning provides practical training for the Certified Financial Planner (CFP)® Board education requirements in the nine major personal financial planning areas that include general principles of financial planning, insurance planning and risk management, investment planning, income tax planning, retirement planning, estate planning, interpersonal communication, professional conduct and fiduciary responsibility, and financial plan development. This three-semester diploma, which is offered in person, will cover all 72 domains required by the Certified Financial Planner Board of Standards, Inc. within these nine areas to fulfill the educational requirements necessary to sit for the Certified Financial Planner Certification Examination.

The Advanced Diploma in Financial Planning is ideal for professionals and college graduates who want to pursue a career in financial planning; for those who work with financial planners, accountants, attorneys, real estate agents, stockbrokers, or insurance agents; and for individuals who are interested in learning about long-term, life-cycle financial planning.

All faculty members teaching in this diploma program are credentialed financial planning professionals. Course materials will provide multiple opportunities for applying, integrating, and synthesizing topics learned throughout the program. Cases, exercises, and practice questions require that you build a foundation of knowledge and then to apply it in “real-life” client scenarios.

The overall curriculum, textbooks, materials, and instruction provide an educational offering that prepares you with a strong foundation to practice financial planning and to be successful on the Certified Financial Planner Certification Examination.

*US Bureau of Labor Statistics

Work Product

You will have the opportunity to demonstrate your technical knowledge and practical training by developing a complex financial plan that addresses a “real-life” client scenario. To further strengthen the necessary skills of a financial planner in this industry, you will be required to exhibit your ability to communicate complex financial planning techniques in a clear, fair, and relevant manner during a simulated client presentation.

Job Skills

  • Knowledge of investment and insurance planning
  • Development of recommendations using time value of money concepts and financial planning software
  • Communication and presentation findings
  • Preparation of written financial and investment plans to clients
  • Knowledge of the current economic environment

 

Job Titles

  • Certified Financial Planner
  • Asset Manager
  • Wealth Management Adviser
  • Paraplanner
  • Financial Adviser

Tuition: $5,250

Duration

3 semesters

You'll Walk Away With

  • Completion of the CFP Board educational requirements in the major personal financial planning areas necessary to sit for the Certified Financial Planner Certification Examination
  • Knowledge and understanding of all 72 domains mandated by the Certified Financial Planner Board of Standards, Inc. to attain CFP certification
  • Knowledge and understanding of professional practice standards and the ability to apply the CFP Board Financial Planning Practice Standards to the financial planning process
  • The ability to communicate complex financial planning techniques and to provide recommendations in a clear, fair, and relevant manner
  • The ability to apply and integrate the financial planning information to formulate a financial plan, and the skills to successfully communicate the financial plan results both orally and in writing

Required Program Curriculum

hand selected to give you the skills and training you need to start your new career

FP 1: Fundamentals of Financial Planning

 Learn the fundamentals of financial planning in this prerequisite for the other courses in the Advanced Diploma in Financial Planning.

2017 Spring
+ 1 more semester
2 sections

FP 2: Financial Planning Process and Insurance

Review basic financial planning principles, and become familiar with the concepts of risk management.

2017 Spring
+ 1 more semester
2 sections

FP 3: Investment Planning

Learn to assess a client’s risk-tolerance, tax situation, liquidity, and marketability requirements to identify appropriate investment vehicles.

2017 Spring
+ 1 more semester
2 sections

FP 4: Income Tax Planning

Gain an understanding of the tax code and income tax fundamentals.

2017 Spring
+ 1 more semester
2 sections

FP 5: Retirement Planning and Employee Benefits

Acquire an overview of personal and employee-sponsored retirement plans.

2017 Spring
1 section

FP 6: Estate Planning

Acquire the knowledge to recommend appropriate estate-planning techniques based upon an individual client’s constraints and objectives.

2017 Summer
1 section

FP 7: Financial Planning Capstone

Hone your skills for communicating your financial planning recommendations to clients in a clear, fair, and relevant manner.

2017 Summer
1 section

JobFocus: Financial Planning

Gain a better understanding of long-term career management topics in financial planning.

2017 Summer
1 section

General Admission Requirements

For those who have earned a college degree
• B.A. or B.S. degree or equivalent
• Résumé
• Contact information for one reference

FP 1: Fundamentals of Financial Planning

 Learn the fundamentals of financial planning in this prerequisite for the other courses in the Advanced Diploma in Financial Planning.

2017 Spring
+ 1 more semester
2 sections

FP 2: Financial Planning Process and Insurance

Review basic financial planning principles, and become familiar with the concepts of risk management.

2017 Spring
+ 1 more semester
2 sections

FP 3: Investment Planning

Learn to assess a client’s risk-tolerance, tax situation, liquidity, and marketability requirements to identify appropriate investment vehicles.

2017 Spring
+ 1 more semester
2 sections

FP 4: Income Tax Planning

Gain an understanding of the tax code and income tax fundamentals.

2017 Spring
+ 1 more semester
2 sections

FP 5: Retirement Planning and Employee Benefits

Acquire an overview of personal and employee-sponsored retirement plans.

2017 Spring
1 section

FP 6: Estate Planning

Acquire the knowledge to recommend appropriate estate-planning techniques based upon an individual client’s constraints and objectives.

2017 Summer
1 section

FP 7: Financial Planning Capstone

Hone your skills for communicating your financial planning recommendations to clients in a clear, fair, and relevant manner.

2017 Summer
1 section

JobFocus: Financial Planning

Gain a better understanding of long-term career management topics in financial planning.

2017 Summer
1 section