Certificate in Certified Financial Planning

Overview

Our Certificate in Certified Financial Planning is designed to provide individuals with the skills and knowledge necessary for obtaining CFP® Certification. This noncredit program is registered with the Certified Financial Planner Board of Standards, Inc. and includes seven courses that address the core competencies in financial planning, insurance, investment planning, income tax planning, retirement planning, estate planning, and ethics. The certificate in financial planning can be completed in 18 months.

Why Certified Financial Planning?

Personal financial planners assess the financial needs of individuals and assist them with investments, tax laws, and insurance decisions.  Financial planners help their clients identify and plan for short-term and long-term goals. According to the Bureau of Labor Statistics, employment for those in the field of personal financial planning is expected to grow by 30 percent through 2018. Growing numbers of financial planners will be needed to assist the millions of workers expected to retire over the next decade. 

Who Should Enroll?

The certificate in financial planning is ideal for finance and insurance professionals, attorneys, and career changers with an undergraduate or advanced degree. College seniors, who have met program entry requirements, are eligible for admission to the program. Completion of the certificate in financial planning demonstrates evidence of specialized educational achievement in personal financial planning.

Availability

The Certificate in Certified Financial Planning program is offered at the following locations:

  • Falls Church