Finance

All programs are available for corporate on-site training.

Particularly during challenging economic times, financial acumen is expected at every organizational level and even non-finance professionals are expected to understand and contribute to a company’s financial policy. Participants who enroll in Florida Atlantic University’s Finance certification programs will increase their understanding of current financial techniques and practices, sharpen their skills in assessing the financial strength of their organization and its competitors, and be eligible to earn the industry's leading Finance designations.

Certified Financial Planner (CFP^®)

The Certified Financial Planner Certification Program (CFP ^®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The program consists of seven required courses:

• CFP® - Fundamentals of Financial Planning
• CFP® - Insurance Planning
• CFP® - Income Tax Planning
• CFP® - Investment Planning
• CFP® - Retirement Planning
• CFP® - Estate Planning
• CFP® - Financial Plan Development Capstone
• CFP® - Exam Preparation

Chartered Financial Analyst (CFA^®)

The Chartered Financial Analyst (CFA^®) designation is the globally recognized standard for establishing professional credibility within the field of financial analysis. If you are a finance or investment professional, the CFA^® credential will solidify your position as a competent and credible member of the finance profession, increase your marketability and salary potential, and certify your skills. Florida Atlantic University is proud to offer comprehensive instructor-led preparation programs for the CFA Level I and Level II exams, in partnership with the CFA South Florida Society.

• CFA Level I
• CFA Level II

Certificate in Corporate Finance

Designed using a refreshing practical approach, Florida Atlantic University’s Certificate in Corporate Finance will provide strategic knowledge for those professionals who hold financial responsibility within an organization, as well as educate those with operational or other responsibilities who need an immediate understanding of financial concepts and the ability to apply financial concepts and best practices.

 Certificate in Investment Management

Florida Atlantic University’s Certificate in Investment Management program provides participants with a deeper understanding of the language of investing, investment styles, investment analysis, portfolio management, diversification and market strategies.

Financial and Estate Planning in Retirement

In today's uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. Florida Atlantic University’s Financial and Estate Planning in Retirement program will help you plan for your financial well-being and give you peace of mind.

Riqueza de la Familia Empresaria

El Riqueza de la Familia Empresaria programa está dirigido a miembros de familias empresarias, accionistas, directores, asesores, y otros involucrados que desean adquirir herramientas para comprender y aprender a gestionar efectivamente el patrimonio de la familia empresaria. El programa se dicta en español y está especialmente dirigido para familias empresarias hispanoparlantes residentes en los Estados Unidos y en países de América Latina.

Contact Us

Robert Munoz
Program Coordinator
phone: (561) 297-2571
email: rmunoz@fau.edu
map: Bldg. 103, SF 129

Success Story

Certified Financial Planner

"The [FAU] Certified Financial Planner program and the instructors are excellent. It was my key to passing the CFP ^® certification exam."

-- Charlie Fischer, CFP^®