Executive Education
CFP庐 鈥� Financial Plan Development (Capstone) Course
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 麻豆女郎 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
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COURSE BENEFITS
The Certified Financial Planner Certification Program (CFP庐) at 麻豆女郎 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 麻豆女郎鈥檚 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
This course is designed to satisfy the CFP Board’s Financial Plan Development course requirement and to help the student to acquire the professional knowledge necessary to create and communicate effective financial plans to clients.
The course seeks to refine and develop the specific job skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. A secondary goal of the course is to reinforce knowledge obtained in the core financial planning courses for the 70 topics covered on the CFP Certification Examination.
This course will require the student to engage in critical thinking and decision-making skills about personal financial management topics in the context of the financial planning process in general and specifically in the analysis of case studies. Each student will finish the course with a short oral presentation of his or her analysis and recommendations of one component of a financial planning case.
This course is designed to be taken as the final required course in the 麻豆女郎 CERTIFIED FINANCIAL PLANNER™ Professional Certification Program.
According to Glassdoor, January 2024, the average CFP® professional earns total annual compensation of $114,343 with a low at the 25th percentile of $86,000 and a high at the 75th percentile of $154,000.
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
麻豆女郎 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.
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