Certificate in Financial Planning (CFP)

The Center for Executive Education partners with Kaplan University to provide the CFP® Certification Program. This program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education required to sit for the CFP® Certification Examination. It is a sequential six-module certificate program. Our program’s schedule allows you to complete your studies in approximately 12 months while maintaining a full-time job.

The CFP® Certification Program is designed to be equally beneficial to individuals new to the financial services industry and seasoned professionals.  The certificate is particularly appealing to those currently employed in or interested in entering the financial services industry as a stockbroker, tax preparer, insurance agent, real estate professional, bank and trust officer, financial planner, accountant, or attorney.

Fundamentals of Financial Planning and Insurance Planning

This module introduces students to the theory and practice of financial planning.  Students receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning, and estate planning.  In addition, the course presents the concepts of time value of money, education and retirement funding, and insurance planning.

Investments

This module covers investment strategies, portfolio allocation theory and application, debt and equity securities, and portfolio management strategies.  This course emphasizes the importance of determining a client’s risk tolerance and goals and then managing an investment portfolio that incorporates a client’s level of risk while achieving financial goals.

Taxation of Persons, Property and Other Entities

This course focuses on the federal income tax system.  Topics include gross income inclusions, exclusions, deductions, exemptions and credits.  It considers the income taxation of individuals, sole proprietorships, partnerships, LLC’s and corporations, and presents students with taxation avoidance and minimization alternatives.

Retirement and Employee Benefits

This module includes the comprehensive study of qualified and non-qualified retirement plans, other tax-advantages plans, and employee benefits.  It additionally presents an overview of the Social Security, disability, and health care program.

Estate Tax Planning

This module provides students with an introduction to estate planning and the taxation of estates for the purpose of financial planning.  T overall tax implications of gifts and bequests are presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client’s estate.

Capstone Case in Financial Planning

The final module involves a case analysis and the integration of the six major areas of personal financial planning.

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