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.
FP 2: Financial Planning Process and Insurance
Review basic financial planning principles, and become familiar with the concepts of risk management.
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.
FP 3: Investment Planning
Learn how to assess clients’ risk tolerance, tax situation, liquidity, and marketability requirements to determine appropriate investments.
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.
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.