Financial Reports

Personal Financial Planning Certificate Programs

About the Personal Financial Planning Certificate Program

The Personal Financial Planning Certificate Programs are a series of certificates covering the core areas of PFP, including retirement, estate, risk management/insurance, and investment planning, as well as the practical application of knowledge. Tax planning and how it relates to each area are incorporated throughout each certificate.

Four of these certificate programs, retirement, investment, estate planning, and risk management/insurance planning, is a combination of education and exam that provides the opportunity to enhance your knowledge and demonstrate your competence in that specific core discipline.

The fifth certificate, Practical Applications, requires only education and does not require an exam.

Personal Financial Planning

Investment Planning Certificate

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. This certificate program gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.

Personal Financial Planning

Retirement Planning Certificate Program

The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

Personal Financial Planning

Risk Management & Insurance Planning

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner’s personal financial plan

Personal Financial Planning

Estate Planning Certificate Program

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. This certificate program is a combination of education and a certification exam.

Personal Financial Planning

PFP Practical Applications Certificate Program

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. This certificate program includes five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.