Certificate in Financial Planning

    
Next class begins January, 2013

(Download the 2013 CFP Course Schedule)


Instantly communicate your credibility and expertise through CFP® certification. 
  • Expand your qualifications for your current position in the financial services industry or plan for a career change to one of the fastest growing industries in the U.S.
  • This program is registered with the Certified Financial Planner Board of Standards as an approved education program in preparation for the CFP® Certification Examination.

The CFP® Certification Program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education requirement needed to sit for the CFP® Certification Examination.  Whether you are new to the financial services industry or a seasoned  professional, this program is designed to be equally beneficial. The program is a sequential six-course certificate program. Our program's schedule allows you to complete your studies in approximately 12 months, while maintaining a full-time job.

PROGRAM OVERVIEW AND DESCRIPTIONS

Fundamentals of Financial Planning and Insurance Planning
This course will introduce students to the theory and practice of financial planning.  Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning.  In addition, the course will present topics on the concepts of time value of money, education and retirement funding and insurance planning.

Investments
This course introduces investment strategies, portfolio allocation theory and application, debt and equity securities and portfolio management strategies.  This course will also emphasize the importance of determining a client's risk tolerance and goals and then managing an investment portfolio that incorporates a client's level of risk while achieving financial goals.

Taxation of Persons, Property and Other Entities
This course will focus on the federal income tax system.  Topics will include gross income inclusions, exclusions, deductions, exemptions and credits.  This course will consider the income taxation of individuals, sole proprietorships, partnerships, LLC's and corporations.  Finally, this course will present the students with taxation avoidance and minimization alternatives.

Retirement and Employee Benefits
This course includes the comprehensive study of qualified and nonqualified retirement plans, other tax-advantages plans and employee benefits.  In addition, this course will present an overview of the Social Security, disability and health care program.

Estate Tax Planning
This course will provide students with an introduction to estate planning and the taxation of estates for the purpose of financial planning.  In addition, the overall tax implications of gifts and bequests will be presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client's estate.

Capstone Case in Financial Planning
This course will involve case analysis and the integration of the six major areas of personal financial planning.
PROGRAM DETAILS  
    
Program Cost: $4,200 (+ $1,100 for books and resource materials)
Program Length: 12 months
Time: Tuesday evenings, 5:00 - 8:35 p.m.
Location: Belmont University's Massey Business Center

TO REGISTER:

Pay by credit card Pay by check/invoice

The Center for Executive Education at Belmont University offers this program in partnership with Kaplan Schweser, the leading provider of financial planning and education materials. Kaplan Schweser has helped more than 12,000 financial professionals pass the CFP(R) Certification Examination.

Certified Financial Planner Board of Standards Inc. owns the marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm), and CFP (with flame logo)(R) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Belmont University does not certify individuals to use the CFP(R), CERTIFIED FINANCIAL PLANNER(tm), and the federally registered CFP (with flame logo)(R) certification marks. CFP certification is granted only by Certified Financial Planner 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.