Certificate in Financial Planning

Prepare for the CFP® Exam While Enhancing Your Professional Skills

The Center for Executive Education partners with The College for Financial Planning, a Kaplan Company to provide the Certificate in Financial Planning Program. This program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education requirements required to sit for the CFP® Certification Examination. The comprehensive curriculum is covered in six courses and taught by subject matter experts in each topic. Our program schedule allows you to complete your studies in approximately 12 months while maintaining a full-time job.

This program is designed to be equally beneficial to individuals new to the financial services industry and seasoned professionals.  The content 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.

Become a Better Financial Planner

Participants in The Certificate in Financial Planning program will gain a thorough knowledge of:

  • General Financial Principles, Professional Conduct & Regulation
  • Risk Management, Insurance and Employee Benefits Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • The Psychology of Financial Planning
  • Financial Plan Development (Capstone Course)

Prepare for the Future

Register for this program if:

  • You want to prepare to sit for the CFP® Certification Exam while maintaining a full-time job
  • You want to transition to the financial planning industry from another field
  • You want to stand out as a financial advisor and planning professional

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