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Start dates
Online
January 2022

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Certified Financial Planner Program image

Course description

Certified Financial Planner Program

A CFP® professional is an individual who has a demonstrated level of financial planning technical knowledge, has a 4-year degree as well as experience in the field, and holds to a client-centered code of ethics.

The industry continues to become more competitive and investing in your personal career will yield benefits. The industry standard for Wealth Management & Financial Planning is the CFP® Certification.

The CFP® certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business, but also for career changers as well.

Who should attend?

What are the requirements to become a CFP® certificant?

There are 4 steps to become certified by the CFP Board to use the CFP® mark. Those steps are briefly described below.

  1. Complete the Education Requirement*
  2. Pass the CFP® Exam
  3. Meet the Experience Requirement
  4. Pass the Candidate Fitness and Standards Background Check

Training content

The 7 courses in the program are listed below.

  • Fundamentals of Financial Planning Expand
  • Insurance Planning Expand
  • Investment Planning Expand
  • Income Tax Planning Expand
  • Retirement Planning Expand
  • Estate Planning Expand
  • Developing the Financial Plan

Course delivery details

Self-Paced Online CFP® Program

The University of Texas San Antonio Online Self-Paced Program is our CFP Board-registered educational program.

The program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning.

Successful completion of all seven courses meets the educational requirements (a bachelor’s degree in any subject is also required) for achieving CFP® certification.

Instructor-Led Online CFP® Program

The Online Instructor-Led Program is anADD-ONto the Self-Paced Program. It combines the best of both worlds.

You will receive our extensive CFP Board-registered, Self-Paced Program, combined with a biweekly online session with a live instructor who will lead you through all the complex topics you’ve been studying.

Your instructor will use widely-used web conferencing technology to lead you through assigned lessons from the Self-Paced Program coursework.

Certification / Credits

Successful completion of all seven courses meets the educational requirements (a bachelor’s degree in any subject is also required) for achieving CFP® certification.

About UTSA's Exec Ed

The University of Texas at San Antonio Carlos Alvarez College of Business: Executive Education

Executive Education at the University of Texas at San Antonio Join our collaborative learning community as part of an executive or corporate training program at The University of Texas at San Antonio (UTSA). Housed in the Carlos Alvarez College of...


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The University of Texas at San Antonio Carlos Alvarez College of Business: Executive Education

1 UTSA Circle
78249 San Antonio Texas

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