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Certificate Detail: FINANCIAL - Certified Financial Planner
How do I become a certified financial planner?
Once you qualify, you need to meet the FPSB ethics and experience needs and pass the CFP exam. Once you pass the exam and meet all the requirements you will receive your certification. There is also an annual re-certification fee.
Program Core
ACC 110 - Basic Accounting Procedures 3 Credits
ACC 151 - Financial Accounting 3 Credits
ACC 120 - Computer Applications for Accounting 3 Credits
AOT 131 - Spreadsheet Applications I for Windows 3 Credits
Total Certificate Credits: 12
Once you qualify, you need to meet the FPSB ethics and experience needs and pass the CFP exam. Once you pass the exam and meet all the requirements you will receive your certification. There is also an annual re-certification fee.
Program Core
ACC 110 - Basic Accounting Procedures 3 Credits
ACC 151 - Financial Accounting 3 Credits
ACC 120 - Computer Applications for Accounting 3 Credits
AOT 131 - Spreadsheet Applications I for Windows 3 Credits
Total Certificate Credits: 12
Courses
| Course Title | Mandatory | Year Span |
|---|---|---|
| General Principles of Financial Planning | Mandatory | 1 |
| Investment Planning | Mandatory | 1 |
| Retirement Planning | Elective | 1 |
| Tax Planning | Elective | 1 |
| Estate Planning | Elective | 1 |
