Certificate
in Financial Planning
Prepare to join the growing financial services field as
a financial planner
- Expand
your qualifications for your current position or plan
for a career change
- This
program is registered with Certified
Financial Planner Board of Standards (CFP Board) as
an approved education program.
- Gain
satisfaction from assisting individuals in meeting life
goals
 with a leadership development e-module and customized career enrichment options
This program
is registered with Certified
Financial Planner Board of Standards (CFP Board) as an
approved education program, to meet the education requirement for the CFP designation.
About
the field
Twenty
years ago, no one ever said, ‘I want to be a financial advisor
when I grow up.’
There are over 300 colleges offering a financial planning program. MBAs, attorneys, accountants and other financial services professionals are entering this bankable and people-friendly profession. As employers move away from traditional-style pensions, many Americans must now manage their own
retirement savings. Financial planning is not just for the
"rich" anymore, it's becoming a necessity for all wage-earners seeking advice to plan their financial future.
Financial
planners use their knowledge of investments, tax laws, and
insurance to help individuals solve financial problems and
achieve life goals. They may assist their clients with retirement
and estate planning, funding for college, and general investment
options, or they may specialize in specific topics such as
tax law or risk management. Financial planners may work as
independent consultants or are employed by banks and other
large firms.
CareerBuilder
calls financial adviser a hot career, and the U.S. Department
of Labor predicts that employment opportunities in this field
will continue to expand at faster than the average job growth
rate. Demand for financial planners will grow as baby boomers
plan for retirement and as an increasing number of ordinary
individuals seek the advice of financial planning professionals
to help them make informed financial decisions.
Meet
the director
"With
over 24 years in the financial services industry, it has become
quite evident to me that financial planners must meet the
gold standard to attract, retain, and benefit a growing clientele.
Today, that standard is Certified Financial Planner™ certification,
the most recognizable designation in a well-informed market
place. As the boundary lines which used to dictate the roles
of the various disciplines in the financial arena (financial
planners, bankers, accountants, insurance agents, and attorneys)
continue to overlap and blur, only the well educated will
be able to thrive in this expanding but competitive, sophisticated
marketplace."
Daniel
C. Danese, CFP®, CLU, Program Director
Certificate in Financial Planning, University of Delaware
Contact
us
For further
information about the Certificate in Financial Planning, please
call 302/831-7600 or write to continuing-ed@udel.edu.
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