External Programs

This five-course certificate has been designed to fulfill the educational requirements for the Certified Financial Planner certification examination, administered by the Certified Financial Planner Board of Standards. You will learn the fundamentals of financial planning, including investment planning, income tax planning, financial planning, process and insurance, retirement planning, employee benefits, and estate planning.

Why pursue the CFP® certification? The public’s growing need for objective financial planning advice, combined with the rigorous standards demanded of CFP® certificants, have placed professionals with CFP® marks at the forefront of the financial planning profession.

Upon successful completion of this program you will have:
• Satisfied the course requirements of the Certified Financial Planner Board.
• Substantive knowledge and technical skills for professional competence as a financial planner.
• Knowledge of all 101 topics mandated by the Certified Financial Planner Board.
• Proficiency with use of a financial calculator.

Who Should Take this Course?
Investment Advisors, Stock Brokers, Accountants, Tax Managers, Insurance Brokers and anyone responsible for the management of finances.

Faculty: All courses are taught by experienced faculty with real-world experience who hold the CFP® designation.

Tuition: $695 per course. The tuition fee does not include the cost of the required study guides and online exam fees, which must be purchased to qualify for access to the online final exam. Call 1-800-237-9990 to order Study Guides.

Program Objectives:
• To assess student learning to constantly improve curriculum design, teaching methods, the student learning experience, and beneficial learning resources.
• To prepare students to competently engage in the practice of personal financial planning.
• To produce educational materials in all disciplines of personal financial planning that are of the highest academic quality.
• To instill in students a commitment to engage in life-long continuing education to better serve their clients and communities, and to achieve career success.

Required Courses:
Retirement Planning and Employee Benefits
Income Tax Planning
Estate Planning
Financial Planning Process and Insurance
Investment Planning

Investment Planning

In this course you'll learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients' financial plans-and ensuring their confidence in you.

Topics:
 Security Markets
 The Economic Environment
 Investment Risk & Return
 Security Analysis
 Common Stock Valuation & Performance Measurement
 Features of Fixed-Income Securities
 Valuation & Analysis of Fixed-Income Investments
 Derivatives
 Real Assets
 Mutual Funds & Foreign Investments

Spring 2010
Tuesdays, February 23 – May 4
7:00 p.m. - 10:00 p.m.
Tuition: $695 (Study Guides not included.)

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