Certified Financial Planning Certificate

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If you're a finance or insurance professional, an attorney, or a career changer with an undergraduate or advanced degree, this is an ideal next step towards obtaining CFP® Certification. The part-time CFP® Certification Education Program addresses competencies in financial planning, insurance, investment planning, income tax planning, retirement planning, estate planning, and ethics, and provides the skills and knowledge necessary for a career in this field.

 

Move your career in the right direction, and join the UVA family for life.

Key Takeaways

 

* The information contained on this website is for informational purposes only. The Undergraduate Record and Graduate Record represent the official repository for academic program requirements.

Required Courses (7)

It is highly recommended that students enroll in NCPR 500 prior to enrollment in other courses.

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NCPR 500 Personal Financial Planning

Introduces the concepts of the financial planning process, client/planner interactions, time value of money applications, personal financial statements development and assessment, cash flow and debt management, and asset acquisition. Other topics and an overview of practice management concepts will be discussed. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 501 Insurance Planning

Introduces students to risk management and insurance decisions in personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance, and long term care. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 502 Investment Planning

Provides an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 503 Income Tax Planning

Focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees, and business owners. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 504 Retirement Planning

Focuses on retirement preparation. Includes topics such as the importance of retirement planning, an evaluation of the clients’ needs, an understanding of Social Security and Medicare, and qualified and non-qualified retirement plans. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 505 Estate Planning

Focuses on the efficient conservation and transfer of wealth consistent with the clients’ goals. Studies the legal, tax, financial, and non-financial aspects of this process, and covers topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

NCPR 506 Capstone: Financial Planning

Engages students in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. Focuses on refining and developing skills for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. Prerequisites: completion of all other required courses. 

Meet the Instructors
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Jim Simos

Jim Simos

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Schedule

Start Dates: August, January, May

Duration: On average, students take two courses per term, including the summer, to complete the certificate in 18 months.

Format: Part-time: Online

Admission Requirements

DEADLINES

Fall: July 1
Spring: November 1
Summer: April 1

  • Applicants must hold an undergraduate degree

Admission Details

Tuition

ESTIMATED COST*

$5,040

  • This program is not eligible for financial aid

Tuition Details

* Additional fees may apply, including course materials. Tuition rates adjusted annually.