CFP® – 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.
- Format: Thursdays | On Campus or Live Virtual
- Dates: July 27 - September 28, 2023
- Time: 7:00pm - 10:00pm EST
- Hours: 40 Hours/4.0 CEUs
- Sessions: 10
- Fee: $750
- Location: Boca Raton Campus or Live Virtual
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
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.