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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
Mar 18, 2022 to Mar 25, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Mar 19, 2022 to Apr 09, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Apr 29, 2022 to May 06, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Apr 30, 2022 to May 21, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Jun 10, 2022 to Jun 17, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Jun 11, 2022 to Jun 25, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Jul 09, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Jul 29, 2022 to Aug 05, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Jul 30, 2022 to Aug 20, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Sep 09, 2022 to Sep 16, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Sep 10, 2022 to Oct 01, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Oct 21, 2022 to Oct 28, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Oct 22, 2022 to Nov 12, 2022
Type
Instructor-Led
Days
F
Time
5:30PM to 9:30PM
Dates
Dec 02, 2022 to Dec 16, 2022
Type
Instructor-Led
Days
Sa
Time
8:00AM to 5:00PM
Dates
Dec 03, 2022 to Dec 17, 2022
Schedule and Location
# of Course Hours
276.0
Delivery Option
Course Fee(s)
Rate non-credit $6,400.00
Potential Discount(s)
Section Notes

General Principles: March 18, 19, 25, 26, April 2, 9

Insurance Planning: April 29, 30, May 6, 7, 14, 21

Investment Planning: June 10, 11, 17, 18, 25, July 9

Income Tax Planning: July 9, 30, August 5, 6, 13, 20

Retirement Planning: September 9, 10, 16, 17, 24, October 1

Estate Planning: October 21, 22, 28, 29, November 5, 12

Capstone: December 2, 3, 9, 10, 16, 17
 

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