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.
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.
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.
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 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 6: Estate Planning
Become familiar with estate planning, including how the federal estate tax system works and what to consider when doing estate planning.
FP 7: Financial Planning Capstone
Acquire the skills necessary to synthesize and apply elements of comprehensive financial planning.
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.
Financial Calculator Proficiency Exam
This exam is designed to test your ability to use the financial calculator.