Executive Education
CFP庐 鈥� Insurance Planning
Elevate your career in finance today!
The CFP庐 听designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER鈩� 听Professional Certificate Program at 麻豆精品视频 is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). As a CFP Board-Registered Program, successful completion of our curriculum satisfies the CFP Board鈥檚 education requirement, allowing an individual to sit for the CFP庐 听Certification Examination. For more information regarding the Exam, please visit听
Format:
Date/Hours:
Sessions:
Price:
COURSE BENEFITS
The Certified Financial Planner Certification Program (CFP庐) at 麻豆精品视频 is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The benefits of 麻豆精品视频鈥檚 Certified Financial Planner Certification (CFP庐) Program include:
- One of the longest running, most successful CFP庐 听Certification programs in the Tri-county area
- Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
- All instructors are CFP庐 听certified and are successfully practicing CFP庐s
- FREE CFP Exam Review course for students who complete all 7 required courses in the CFP curriculum
An overview of insurance for financial planning, including: basic insurance risk concepts and needs analysis, life, health, disability, property and casualty insurance, group insurance, long term care insurance, viatical settlements, and insurance policy and company selection.
If you are an established finance practitioner, an existing financial planner or preparing for a career in the financial services field, this program will help you prepare for the CFP Exam as a requirement to earn the highly respected CFP® marks, increasing your earning power as you advance in your career.
Specific requirements for qualifying for the Certified Financial Planner (CFP®) credential include:
- Bachelors Degree
- 3 years of full time experience in the field of Finance
- Completion of a CFP® curriculum offered by a CFP Board Registered Education Provider
For more information regarding the CFP® Certification Examination, please visit
麻豆精品视频 does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Faculty
Ehab Abdalla, CFP
Adjunct Faculty, Professional Development Programs, CFP
College of Business
Executive Education
Carl Christie, CFP
Adjunct Faculty, Professional Development Programs, CFP
College of Business
Executive Education
Eric Smith
Adjunct Faculty
College of Business
Executive Education