Professional Development

Certificate in Financial Planning

Certified Financial Planner Information Session (LIVE)

Wednesday, July 18, 2012, 6:00 PM

TUCC Campus, Room #206

1515 Market Street

Philadelphia, PA 19102

RSVP ncregistrar@temple.edu
or call 267-468-8500

 

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.

The next session of the Certified Financial Planning certificate program is schedule for the Fall 2012 semester. This iis 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

Online registration for the Certified Financial Planning certificate program will be available by June 1, 2012. 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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