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Certificate in Financial Planning Program

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

The field of financial planning continues to expand as baby boomers retire and individuals, families and small business owners search for economic security in trying times. So how can you distinguish yourself in a booming industry? Start by becoming a Certified Financial Planner™ and earning your CFP® credential.

While one of the primary goals of this program, designed to fit the schedules of working professionals, is to prepare participants to take the CFP® Exam, we believe it's just as important to provide relevant information and skills in order to foster a culture of excellence in the professional world and in one’s career. Whether you have years of experience under your belt or are learning the fundamentals of financial planning for the first time, our nine-month program provides the tools you need to set yourself apart.


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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