Certificate
in Financial Planning
Program description
The University
of Delaware's Certificate in Financial Planning covers all
aspects of the financial planning process, in addition to
providing an overview of the specific areas of risk management
and insurance, retirement, and investments. Click here for
a curriculum summary.
The certificate
program curriculum has been designed to fulfill the education
requirement for CFP® Certification,
as approved by Certified Financial Planner Board of Standards
Inc. (CFP Board). This
program will also provide valuable preparation for financial
planners in current practice who are planning to take the
CFP® Certification Examination administered by Certified
Financial Planner Board of Standards.
The Certificate
in Financial Planning is a joint program of the University
of Delaware's Division
of Professional and Continuing Studies and Alfred
Lerner College of Business and Economics.
Who
should participate in this program?
You will
benefit from participating in this certificate program if
you are a
- CPA
or other financial services professional
- insurance
agent
- executive
who desires to leave the corporate world
- attorney
who wishes to establish a second or new career
- entrepreneur
who wishes to control your own destiny while enabling others
to achieve their financial objectives
Requirements
for acceptance
Participants
in this program are required to have a minimum of two years
of college level education, or two statements of support from
references (current or prior employers, preferably) that attest
to the applicant’s ability to study at the baccalaureate level.
It is also expected that students entering the University
of Delaware Certificate in Financial Planning have a working
knowledge of:
- A financial
calculator and familiarity with its function (an HP 10BII
business calculator is required)
- Algebra
and elementary mathematical functions
- Time-value
of money concepts
Successful
financial planners tend to be motivated and have high energy
levels, and must be good communicators with above average
analytical and people skills.
Time
to complete
The certificate
can be earned in approximately 12 months.
|
