Investment Planning

One of the leading Finance certifications, the CFP® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards Inc.(CFP Board). As a CFP Board-Registered Program, our courses satisfy the CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination.

Investment Planning

An overview of the principles of modern investment analysis.Topics include: investment vehicles, analysis and measurement of risk and return, stock, bond and other asset valuation, portfolio theory and management, portfolio performance, passive and active investment strategies, asset allocation, efficient market theory, financial leverage, hedging with options, and taxation effects on investments.

Instructional Method and Format:

  • Instructor-led by qualified CFP® certified professors
  • A blended-learning approach which includes both in-class review, discussions, online assignments and practice questions.
  • Incorporate in-class, online and independent study activities.
  • Follows the CFP Board’s recommended curriculum which weights topics according to exam relevance

Florida Atlantic University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Investment Planning

Program Details

  • Format: Tuesdays and/or Thursdays
  • Dates:
    • June 21- August 23, 2018 (Thursday)
    • Feb. 5 – Apr. 16, 2019 (Tuesday)
    • Sep. 19 – Nov. 21, 2019 (Thursday)
  • Time: 7:00pm - 10:00pm
  • Hours: 40 Hours/4.0 CEUs
  • Sessions: 10
  • Fee: $750 - Includes parking
  • Location: Florida Atlantic University, Boca Raton Campus

Contact Us

Robert Munoz
Program Coordinator

phone: (561) 297-2571
email: rmunoz@fau.edu
map: BU (86) 203

© Last Updated5/25/18