Executive Education
CFP® – Insurance Planning
Elevate your career in finance today!
The CFP® Ìýdesignation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNERâ„¢ ÌýProfessional Certificate Program at Â鶹ŮÀÉ 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’s education requirement, allowing an individual to sit for the CFP® ÌýCertification Examination. For more information regarding the Exam, please visitÌý
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COURSE BENEFITS
The Certified Financial Planner Certification Program (CFP®) at Â鶹ŮÀÉ 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 Â鶹ŮÀÉ’s Certified Financial Planner Certification (CFP®) Program include:
- One of the longest running, most successful CFP® ÌýCertification programs in the Tri-county area
- Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
- All instructors are CFP® Ìýcertified and are successfully practicing CFP®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
Â鶹ŮÀÉ 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