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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.

Web-Delivered Certificate in Financial Planning

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

1 section

FP 7: Financial Planning Capstone

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

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.