The University of Delaware's Certificate in Financial Planning covers all aspects of the financial planning process, including the specific areas of insurance, retirement, investments, taxation and estate planning. 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).
The Certificate in Financial Planning is offered by the University of Delaware's Division of Professional and Continuing Studies and co-sponsored by the 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
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:
Successful financial planners tend to be motivated and have high energy levels, and must be good communicators with above average analytical and people skills.