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Personal Financial Planning
Certificate
21 semester hours of credit (7 courses)
The College for Financial Planning’s Graduate Certificates provide you with the depth of knowledge necessary in subject areas that are relevant for the true professional, enabling you to not only better serve your clients, but to also have more confidence in the guidance that you do provide. Develop real-world critical thinking and problem-solving skills that are immediately applicable in your practice.
The Graduate Certificate in Personal Financial Planning provides a well-rounded approach to the planning process, covering a broad range of topics on the graduate level. Each course is eight weeks in length. These seven courses also prepare you to sit for the CFP® certification examination and meet the education requirement for the CFP® certification. The College for Financial Planning is accredited by the Higher Learning Commission and is a member North Central Association. This ensures that all of our graduate programs deliver the highest level of academic rigor possible.
Required Courses:
- PFP510 Financial Planning Process and Risk Management
- PFP511 Insurance
- PFP512 Investment Planning
- PFP513 Income Tax Planning
- PFP514 Retirement Planning
- PFP515 Estate Planning (Part I)
- PFP516 Estate Planning (Part II)
This course of study is approved by the Certified Financial Planner Board of Standards, Inc., and satisfies the core educational requirements for the CFP® Certification Examination.
3 Credit Hour Courses |
$1140 |
The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College's highly qualified faculty is available via telephone or e-mail to support you in your studies.
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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA institute does not endorse, promote or warrant the accuracy or quality of the College for Financial Planning. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.