Find out more about Certificate in Financial Planning

Program Details

Students who graduate from the Certificate in Financial Planning program will have completed the first step to becoming a Certified Financial Planner. Graduates of this program will be eligible to sit for the CFP Certification Examination.

In less than 12 months, you will learn how to help individuals plan for their future and manage their current finances. Courses cover topics such as estate planning, tax planning, and investment planning. You will also gain skills in risk, insurance, and retirement advising.

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