Certificate in Financial Planning
Next class begins September 30, 2008
> Download the registration form
> Download the course schedule
Please join us at our upcoming Open Houses to learn more about the program:
DATES: August 6, August 21, and September 9, 2008
TIME: 5:30-6:30pm
LOCATION: Belmont University, Massey Business Center Room 400
RSVP: 615.460.5554 or scarlettadmissions@mail.belmont.edu
The financial planning field is experiencing tremendous growth from both financial professionals and those who are new to the field. In order to meet the challenges faced by financial planning professionals, it is becoming increasingly important to develop the necessary skills and knowledge to help clients manage their risks and achieve their goals.
As people live longer during retirement and as people assume responsibility for their own retirement plans, demand for financial planners will continue to grow.
Belmont University's Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. Outstanding instructors present the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethics and professionalism of financial planning. The topics covered in this program include:
- The Process of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement and Employee Benefits Planning
- Estate Planning
Belmont offers this program in partnership with Kaplan Financial, the leading provider of financial planning and education materials. Kaplan Financial has helped more than 12,000 financial professionals pass the Certified Financial Planner(r) Certification Examination. Because of BISYS' extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.
For more information contact:
Phone: 615.460.5554
Fax: 615.460.5593
scarlettadmissions@mail.belmont.edu
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.
