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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.

HP 10bII Calculator Workshop: A Comprehensive Approach

Gain a comprehensive understanding of the HP 10bII calculator, including for use when taking the CFP® Certification Exam.

2017 Summer
+ 1 more semester
2 sections

Online Self-Paced CFP Certification Program

Complete the education requirement to sit for the CFP® Certification Exam at an individualized pace and customized to fit your needs.

2017 Fall
1 section

Web-Delivered Certificate in Financial Planning (Live Online, Instructor-Led)

Pursue the Financial Planning program online while engaging in a virtual classroom and interacting with instructors and fellow students.

2017 Fall
1 section

FP 1: Fundamentals of Financial Planning

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

2017 Summer
+ 1 more semester
3 sections

FP 2: Financial Planning Process and Insurance

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

2017 Summer
+ 1 more semester
2 sections

FP 3: Investment Planning

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

2017 Summer
+ 1 more semester
2 sections

FP 5: Retirement Planning and Employee Benefits

Gain familiarity with personal and employee-sponsored retirement plans.

2017 Summer
+ 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.

2017 Summer
+ 1 more semester
2 sections

FP 7: Financial Planning Capstone

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

2017 Summer
+ 1 more semester
2 sections

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.

2017 Summer
+ 1 more semester
2 sections

Financial Calculator Proficiency Exam

This exam is designed to test your ability to use the financial calculator.