Certificate Detail: FINANCIAL - Certified Financial Planner

This Certificate Program is designed to introduce students to the all parts needed for the Financial Planner Certificate. These courses focuses on the general principles required to become a successful planner which includes the ethics of the profession as well as the knowledge and skills to prepare a financial plan. General Principles of: Financial Planning, Investment Planning, Retirement Planning, Tax Planning, Estate Planning

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

Electives Required: 2