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Certificate in Financial Planning Program

Prepare for the Certified Financial Planner (CFP®) Exam with the Fundamentals of Financial Planning

With increasing employment uncertainty and much of the workforce is approaching retirement age, personal financial planning expertise is in high demand. Certified Financial Planners help clients get a clear picture of the state of their finances, solve financial problems, and devise a plan to reach financial goals. With the guidance of a CFP, people feel more confident and are successful at managing their money, savings and investments.  

Our program fulfills the Certified Financial Planner™ requirements while allowing you to gain a well-rounded body of knowledge in financial planning including: 

  •  Having a solid understanding of basic investment principles and practices 
  • Delivering professional, competent and ethical financial planning services to clients 

  • Adhering to the highest standards of ethics and practice 

  • Helping clients meet their current and future financial goals

You must have a four-year degree to enroll in this non-degree program. 

Prepare for the Certified Financial Planner (CFP®) Exam with the Fundamentals of Financial Planning by clicking here to enroll.

The University of St. Thomas is registered with the Certified Financial Planning Board of Standards, Inc. to fulfill the education requirements of the CFP® certification.*

Certified Financial Planner Board of Standards Inc. owns the marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

*The University of St. Thomas does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™ or certification marks. CFP certification is granted only by Certified Financial Planning 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.

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