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Financial Planning

  • Registered with CFP® Board of Standards
  • Successful Certificate Completion Affords Eligibility to Sit for CFP® Exam
  • Builds Specialized Knowledge and Technical Skills

The demand for sound financial advice from knowledgeable professionals has never been greater, and the public has a new awareness of Certified Financial Planner (CFP)® credentials. Students can take individual courses or opt to enroll in the Web-Delivered Certificate or the Self-Paced Certificate, which prepares them to sit for the CFP® Certification Examination. Please see specific descriptions for details and restrictions.

This semester, study from anywhere in the world in the safety and comfort of your home through online or remote instruction.

FP 1: Fundamentals of Financial Planning

Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program.

2024 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.

2024 Spring
+ 1 more semester
2 sections

FP 6: Estate Planning

Become familiar with estate planning, including how the federal estate tax system works and what to consider when doing estate planning.

2024 Summer
1 section

FP 3: Investment Planning

Learn how to assess clients’ risk tolerance, tax situation, liquidity, and marketability requirements to determine appropriate investments.

2024 Summer
1 section

FP 4: Income Tax Planning

Become familiar with the tax law research process, terminology, the computation of tax, and other concepts of income tax accounting.

2024 Spring
1 section

FP 5: Retirement Planning and Employee Benefits

Gain familiarity with personal and employee-sponsored retirement plans.

FP 7: Financial Planning Capstone

Acquire the skills necessary to synthesize and apply elements of comprehensive financial planning and to communicate them clearly.