Fundamentals of Financial 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.
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- Format: Thursdays
- Dates: May 21 - Jul. 23, 2020
- Time: 7:00pm - 10:00pm
- Hours: 40 Hours/4.0 CEUs
- Sessions: 10
- Fee: *$750 - Includes parking
- Location: Florida Atlantic University, Boca Raton Campus
*Registration closes 1 week prior to the course beginning. If you wish to register after this point, you will incur a $100 late fee.
Fundamentals of Personal Financial Planning
An overview of the financial planning process, including ethics and standards, budgeting and financial statements, debt management, asset acquisitions, client assessment, education and special circumstance funding, fundamentals of financial institutions and economic concepts, the time value of money, organizational ownership types, property titling, basic business law, quantitative concepts, and monetary settlements.
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.