Certified Financial Planner

The program is distributed in 7 modules divided as it follows:

• General Principles: Designed to introduce students to the financial planning process to become a successful financial planner which include the ethics of the profession, as well as the knowledge and skills required to prepare a financial plan.
• Insurance: Designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. 
• Investment:  Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.
• Tax Income:Emphasizes the fundamentals of individual income taxation, tax-advantaged investments, alternative minimum tax, tax traps, and more.
• Retirement: Provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more.
• State: Covers planning and managing federal estate and gift tax planning & opportunities. The perspectives of heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees are considered.
• Capstone: The Financial Plan Development Capstone course will integrate the material from program individual courses. Students will take this course only when they have finished all previous program courses successfully or meet CFP Board criteria for challenge status. This course will be structured as a casework course with cases that will closely reflect the types of cases students may encounter as financial planner.