Overview
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 Handbook (2008–09 Edition), employment as a financial planner is expected to grow much faster than average: 41% between 2006 and 2016. As people live longer during retirement and take responsibility for their own retirement plans, the 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 service 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.
Certification
Upon successful completion of all required courses, participants will receive a certificate of completion from Christian Brothers University. Christian Brothers University is a registered program with Certified Financial Planner Board of Standards Inc. Students who successfully complete the certificate program will be eligible to sit for the CFP® Certification Examination.
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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.
