The financial planning field is experiencing tremendous growth from both financial professionals and those who are new to the field. In order to meet the challenges faced by financial planning professionals, it is becoming increasingly more important to develop the necessary skills and knowledge, which will help clients manage their risks and achieve their goals.

According to the Occupational Outlook Quarterly (Fall, 2000), employment as a financial planner is expected to grow much faster than average, about 35 - 40% between 1998 and 2008. As people live longer during retirement and as people are more responsible for their own retirement plans, demand for financial planners will continue to grow faster than average.

Christian Brothers University's Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. A world-class faculty presents the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethical and professionalism of financial planning. The topics covered by this program are as follows:

• The Process of Financial Planning
• Insurance Planning
• Investment Planning
• Income Tax Planning
• Retirement and Employee Benefit Planning
• Estate Planning

Christian Brothers offers this program in partnership with Kaplan Schweser®, the leading provider of financial planning and education materials. Kaplan Schweser® has helped more than 10,000 financial professionals take a review course to help them pass the CFP® Certification Examination. Because of Kaplan Schweser®'s extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.

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Financial Planning Association of the Midsouth
Certified Financial Planner Board of Standards, Inc.
(800) 487-1497

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Christian Brothers University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.