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.
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.
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 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 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.
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.