CFP Certification Professional Education Program Description

 

In today's rapidly changing economic climate, people need more help than ever making the right choices to plan for and protect their financial futures. We live in a prosperous society with greater longevity and therefore require more investment advice and sound financial guidance. Who will provide the professional expertise to meet the needs of a growing client base? The U.S. Bureau of Labor Statistics continues to predict faster-than-average growth for financial planners through 2014. The most recent Jobs Rated Almanac ranked financial planning as one of the top-rated jobs in America.

 

This certificate program has been established to meet the need for professionals who are able to plan, assess and evaluate a client's financial future through the development of a comprehensive financial plan. The program's courses are taught by financial services professionals who will provide the latest information available in a variety of financial planning areas, including general principles, insurance planning, investment planning, income tax planning, retirement planning, and estate planning.

  

Whether you're currently employed in the financial services industry or want to pursue a career in this diverse and quickly changing profession, this certificate program will provide you with the knowledge and skills you need to help clients meet their financial objectives. And, you will have completed the education portion of the CFP Board requirement for the CFP® certification. CFP® certification will make you more valuable to your clients and employers.

 

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  


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
 

The CERTIFIED FINANCIAL PLANNER ™ Professional Certificate Program at University of North Florida is registered with Certified Financial Planner Board of Standards Inc. As a CFP Board-Registered Program, our courses satisfy the Board's education requirement, allowing an individual to sit for the CFP® Certification Examination.

 

About the CFP® Certification Program 

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

 

The program curriculum 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.

 

For information contact the program director by email or call (904) 620-4200.