Professional Development

Certificate in Financial Planning

 

 

Temple University Center City in partnership with Kaplan Financial, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) program. This program meets the challenges faced by today’s financial planning professionals in the brokerage, insurance, accounting, banking and related fields.

 

This accelerated certificate program is designed around the demanding schedules of working professionals. It benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of the four requirements of the CFP certification, established by the Certified Financial Planner Board of Standards, Inc.

Learn more about our program by attending an information session or webinar:

Information Sessions at TUCC in Spring 2013

Wed., January 9; 6 PM

Thurs., February 7; 6 PM

Wed., March 13; 6 PM

Webinar

Tues., April 2; 12Noon

To RSVP for an information session or webinar, email us at ncregistrar@temple.edu or call 267-468-8500.

 

The next session of the Certified Financial Planning certificate program will begin in April 2013. Classes meet every other weekend starting Friday night, April 26, 2013 through Saturday, December 21, 2013. This is a cohort program which requires completion of all courses to earn the certificate. The six required courses are:

 

Fundamentals of Financial Planning and Insurance

Investment Analysis and Portfolio Management

Taxation of Persons, Property and Other Entities

Retirement and Employee Benefits

Estate Tax Planning

Capstone Case Course in Financial Planning

 

Register online for the Certified Financial Planning certificate program. Or, for more information or to register by phone, call us at 267-468-8500.

This program is administered by the Temple University Ambler campus. For more information, call 267-468-8500 or email at ncregistrar@temple.edu.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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