Certified Financial Planning Certified Financial Planning Certificate

Earn a CFP board registered certificate in under a year

Seven online courses (totaling 21 credits) are required. Each course lasts just 8 weeks. Courses can be taken in any order except CFP 307, which must be the final course completed.

Here are a few highlights of this certificate*:

• Courses meet the Education requirement of the CFP certification process,
• Learn how to advise clients to set goals and assess risk tolerance,
• Fulfill content standards of the CFP® Certification Examination,
• Attain skills to guide clients through some of the biggest moments of their lives and be a resource during difficult times,
• Develop risk management and insurance planning skills,
• Examine investing in the securities market, risk/return, stocks and bonds,
• Understand tax consequences and lawful tax-minimizing tactics, and
• Learn financial planning for retirement.

This certificate program is no longer accepting new students.