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.
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments.
Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations.
Many small business owners find creating a budget to be an intimidating process. However, creating and maintaining a budget for your business is a crucial component of success.
The University of Miami, in partnership with Dalton Education, is pleased to announce our new online Executive Certificate in Financial Planning Program. This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.
This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
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