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Course Description

This course is designed to introduce students to the financial planning process. Students who successfully complete the entire program successfully will fulfill the Certified Financial Planner™ Board of Standards educational requirement for CFP® Certification Examination. This certificate program has been established to meet the need for professionals who are able to plan, assess and evaluate a client's financial future through the development of a comprehensive financial plan. The program's courses are taught by financial services professionals who will provide the latest information available in a variety of financial planning areas, including general principles, insurance planning, investment planning, income tax planning, retirement planning, and estate planning.

Course Outline

Module 1: General Principles

Module 2: Insurance Planning

Module 3: Investment Planning

Module 4: Income Tax

Module 5: Retirement Planning

Module 6: Estate Planning

Module 7: Capstone

Prerequisites

Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience.  Students are presented with real-world experiences along with the curriculum.

Duration

27 Weekends
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Enroll Now - Select a section to enroll in
Section Title
CFP® Certification Professional Education Program
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Sep 10, 2021 to Sep 17, 2021
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Sep 11, 2021 to Sep 25, 2021
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Oct 02, 2021
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Oct 22, 2021 to Oct 29, 2021
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Oct 23, 2021 to Nov 06, 2021
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Nov 13, 2021
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Jan 07, 2022 to Jan 14, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Jan 08, 2022 to Jan 22, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Jan 29, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Feb 18, 2022 to Feb 25, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Feb 19, 2022 to Mar 05, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Mar 12, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Apr 01, 2022 to Apr 08, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Apr 02, 2022 to Apr 09, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Apr 23, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Apr 30, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
May 20, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
May 21, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Jun 03, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Jun 04, 2022 to Jun 11, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 3:30PM
Dates
Jun 18, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Jul 08, 2022 to Jul 22, 2022
Type
Instructor-Led
Days
Sa
Time
8:30AM to 5:30PM
Dates
Jul 09, 2022 to Jul 23, 2022
Schedule and Location
# of Course Hours
264.0
Delivery Option
Course Fee(s)
Rate non-credit $6,400.00
Potential Discount(s)
Section Notes

General Principles: Sep 10, 11, 17, 18, 25, Oct 2

Insurance Planning: Oct 22, 23, 29, 30, Nov 6, 13

Investment Planning: Jan 7, 8, 14, 15, 22, 29

Income Tax Planning: Feb 18, 19, 25, 26, Mar 5, 12

Retirement Planning: Apr 1, 2, 8, 9, 23, 30

Estate Planning: May 20, 21, Jun 3, 4, 11, 18

Capstone: Jul 8, 9, 15, 16, 22, 23
 

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*Academic Unit eligibility to be determined by college/university in which you are enrolled in a degree seeking program.