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.
How to Register:
To register online, click on the Register button next to the session you would like to attend. This will take you to the online registration page for that particular session. Once you've filled out the registration page, you'll be directed to online payment.
- Register and pay online, OR
- Register online and pay with a check or P.O. by mail.
Payment Options for Your Education
We are flexible when working with individuals to ensure ease of payment in a variety of situations. The most common methods of payment are described below.
If your company will pay for your continuing education, get approval from them for the specific program(s) you want to attend. You can register for the program and either pay for the program on your company card, with a PO request and check from your company, or pay with your own funds and file for reimbursement. Those are the most common methods of company payment, but be sure to talk to your supervisor or HR department to find out the specifics in your company.
Tax benefit:* If you receive educational benefits from your employer, you can exclude up to $5,250 each year from your taxes. Schooling that is job related does not count against the $5,250 cap. Educational assistance of less than this amount should not be included in your compensation statement received from your employer (IRS, p970/ch11).
In order to move ahead in your career you may need to invest in professional development. Think of this as an investment because it will open up new opportunities for you now and in the future.
Tax benefit:* The IRS offers a Lifetime learning credit which covers continuing education courses taken by employees for a 20% credit on up to $10,000 of tuition in one year [Subject to certain limits.] (IRS, p970/ch03).
Workforce Development Centers
Layoffs and cut-backs in companies across the country can be disheartening. However, people can take advantage of government funded programs through Workforce Development Centers to enroll in professional development programs. Some job transitioners use this opportunity to refine their skills in a familiar area, while others choose to learn a new skill set that can make them more marketable to potential employers.
We have experience working with these centers and try to make the process as easy as possible for you. First, meet with a counselor in a workforce development center to determine what will be of the most benefit to you and your professional development and get their approval to take a program. Next, call us and let us know you are working with one of these centers. Your counselor will then send us their official authorization and payment directly.
* Examples provided here are for informational purposes only. The tax benefits mentioned here might not apply to your situation. The University of St Thomas does not provide legal, tax, accounting or other advice. Please consult with an appropriate professional to discuss how this applies to you.
Payment and Cancellation Policies
The full fee or approved purchase order is due at the time of registration. Registration cannot be processed if payment is not enclosed. Call (651) 962-4600 for information. Substitutions or transfers can be made up to the day of the program.
If you need to cancel, please call our office at least five working days before the beginning of the program to avoid a 10 percent processing fee.
Cancellations made after the program begins are subject to the full fee. Additional registration materials, maps to the location, etc. will be sent to you after we receive your registration.