Certified Financial Planner Program

Certified Financial Planner

The Certified Financial Planner (CFP) Certification Education Program meets the needs of professionals who plan, assess, and evaluate a client’s financial future through the development of a comprehensive financial plan.

Who Should Attend:

Why?

The demand for CFP professionals is expected to grow by 32% in the next decade.* This certificate has been established to meet the need of professionals who are able to plan, access and evaluate a client’s financial future through the development of a comprehensive financial plan. This program is registered with the Certified Financial Planner Board of Standards Inc. Succession completion of the program makes you eligible to sit for the CFP® Certifi cation Examination.

About the CFP Program

Courses are taught by financial service professionals who provide current information in a variety of financial planning areas. Individuals who successfully complete our program will fulfill the CFP Board 270 contact hour minimum education requirement and become eligible to sit for the CFP® Certification Exam.

Students who start in February will be able to sit for the CFP® Certification Exam in March of 2020.

Course materials include:

  • General Principles of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • CFP Case Study/Capstone

For more information contact cebusinessprograms@bellevuecollege.edu.

Last Updated October 8, 2018