The nationally recognized Personal Financial Planning Certificate provides financial professionals with the tools and techniques for remaining viable in this highly competitive field. The program also prepares professionals in other fields to facilitate career changes and become established in this rapidly expanding profession. The curriculum encompasses the major disciplines of financial planning, with an emphasis on the practical applications of the material covered. The entire program also may be completed through our instructor-led online courses.
This certificate program fulfills the educational component of the CFP® certification, covering the core topics that are the basis for the CFP® Certification Examination. The program is designed to successfully prepare students for this exam by focusing on the common body of knowledge that lies at the foundation of personal financial planning. Students are recommended to also complete an approved CFP® Examination Review Program prior to sitting for the exam. To learn more about the CFP® certification process, visit cfp.net
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