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Accredited Asset Management Specialist

Personal Financial Planning

22 semester hours of credit (8 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.

After completing PFP 510 – PFP516, you are eligible for CFPE506, and can then sit for the CFP® Certification Examination.*

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:

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.

1 Credit Hour Course
3 Credit Hour Courses

Student Loans are available

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.

*Requirements may vary based on transfer credits.


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