UNF CERTIFIED FINANCIAL PLANNER™ Certificate Program

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Click this image to RSVP for the upcoming CFP Information Sessions.The demand for CERTIFIED FINANCIAL PLANNER™ professionals is expected to grow by 32% in the next decade.* Employers in the financial planning industry are seeking talent now to support this industry growth.

 

Our 273-hour certificate program has been established to meet the need of professionals who are able to plan, assess and evaluate a client's financial future through the development of a comprehensive financial plan. Our courses are taught by financial services professionals who will provide current information in a variety of financial planning areas.

 

The CERTIFIED FINANCIAL PLANNER™ Certificate Program at University of North Florida is registered with Certified Financial Planner Board of Standards Inc. Successful completion of our program meets the education requirement, making you eligible to sit for the CFP® Certification Examination. 

 

For more information, join us at an upcoming information session to learn more, or contact us at unfce@unf.edu or (904) 620-4200. 


Who Should Attend?

  • Financial planners 
  • Insurance agents 
  • Retirement plan and employee benefits specialists 
  • Investment advisors and brokers 
  • Accountants 
  • Bankers 
  • Trust officers 
  • Anyone considering financial planning as a career 

Whether you're currently employed or wanting to pursue a career in the financial services industry, this certificate program will provide you with the knowledge and skills you need to help clients meet their financial objectives.

Objectives

  • Deliver comprehensive financial planning instruction with an emphasis on quality client service
  • Provide the educational requirements needed to sit for the CFP® certification examination
  • Provide professional networking

About the CFP® Certification Program

The Program curriculum delivers information about areas critical to financial planning for both beginning and established practitioners. 

It consists of six required courses and one Capstone review course that delivers information about areas in financial planning for both beginning and established practitioners. Course include:

  • General Principles
  • Insurance Planning
  • Income Tax Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Capstone

Click here for complete course descriptions.

 

UNF does not certify individuals to use the CFP® or CERTIFIED FINANCIAL PLANNER™ marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

 

 

*According to CNN and Payscale. 2015 CFP Board Career Center

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