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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 - General Principles of Financial Planning
ACC 151 - Investment Planning
ACC 120 - Retirement Planning
ACC 130 - Tax Planning
ACC 131 - Estate Planning
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 - General Principles of Financial Planning
ACC 151 - Investment Planning
ACC 120 - Retirement Planning
ACC 130 - Tax Planning
ACC 131 - Estate Planning
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 |
