| 
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 |
|
Complete
this program in approximately 12 months |
This program
is registered with Certified
Financial Planner Board of Standards (CFP Board) as an
approved education program, and will provide valuable preparation
for financial planners in current practice who are planning
to take the CFP® Certification
Examination.
About
the field
Twenty
years ago, no one ever said, ‘I want to be a financial advisor
when I grow up.’
"Now
there are nearly 300 college programs for financial planning,
and MBAs, lawyers, and accountants are jumping to this lucrative,
but more people-friendly, profession. As company pensions
die out and Americans increasingly have to manage their own
retirement savings, financial planning is not just for the
rich. And with Gen X-ers entering their peak earning
years and boomers nearing retirement, business will get better
still.” ("50 Best Jobs in America” April 25, 2006, Money
Magazine)
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.
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 22 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 accreditation 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
Meet
a graduate
"For
me, the positives about the University of Delaware program
were the one-year time period and the classroom setting. The
program's instructors were all working professionals in their
fields who did a great job of bringing their experiences into
the classroom." [Click here to
read more...]
Fred
Welch, 2007 Certificate in Financial Planning graduate
First Vice President--Investments for Wachovia Securities
Contact
us
For further
information about the Certificate in Financial Planning, please
call 302/831-7600 or write to continuing-ed@udel.edu.
|
