The Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning.
DurationThe Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning.
The program consists of seven required courses: Fundamentals of Financial Planning, Insurance Planning, Income Tax Planning, Investment Planning, Retirement Planning, Estate Planning, Financial Plan Development, as well as an optional, but suggested, CFP Exam Review course.
One of the leading Finance certifications, the CFP® designation is the recognized standard for establishing professional credibility within the field of financial planning. T
The Certified Financial Planner Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards Inc. (CFP Board). As a CFP Board-Registered Program, our courses satisfy the CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination.
Florida Atlantic University, established in 1961, officially opened its doors in 1964 as the fifth public university in Florida. Today, the University serves more than 30,000 undergraduate and graduate students across six campuses located along the southeast Florida coast and is ranked as a top public university by U.S. News and World Report.
Florida Atlantic University is an energetic and fast-growing institution, determined to propel itself to the forefront of innovation and scholarship. In recent years, the University has doubled its research expenditures and outpaced its peers in student achievement rates. Our students are bold, ambitious and ready to take on the world.
Learn and apply skills to develop impactful client-planner relationships by helping clients create and achieve financial goals and optimal well-being. As a participant, you will apply counseling, communication, and psychological insights to the financial planning process when working with clients.
Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations.
In this 5-day financial analyst program, you'll master Excel, review corporate finance and financial accounting concepts, and build a comprehensive valuation model on a public company.
The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
This certification is comprised of two courses: Structuring Leveraged Buy-Outs and LBO Modeling. It will provide participants with the framework to identify appropriate candidates for leverage, build a model to demonstrate the impact of debt on the financials, and the skills to structure.
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