Professor teaches in front of class while students take notes on their laptops
Certificate - Non-Credit Bearing | Online

CERTIFICATE IN FINANCIAL PLANNING

Whether you’ve recently joined the industry or you’re a seasoned professional, this program provides the resources and training you need to prepare for a successful career in financial planning. 

Why This Program?

This 15-month program allows you to prepare for the CFP® exam while maintaining your life and work. The comprehensive curriculum is CFP® Board approved and includes the Principal Knowledge Topics included in the CFP® exam. You will meet online with your cohort for live instruction and discussion one evening each week. Online study tools, quizzes and course exams allow you to stay on track as you build your financial planning knowledge. 

 

Students learning and having discussion in a classroom

What You'll Learn

  • General Financial Planning Principles, Professional Conduct and Client Psychology
  • Risk Management, Insurance Planning and Employee Benefits
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Financial Plan Development (Capstone Course)

3 students listen to professor speak during class lecture

Career Possibilities

  • Financial Planner
  • Financial Advisor
  • Wealth Management Advisor
  • Client Relationship Manager
  • Financial Analyst
  • Investment Manager
  • Financial Services

Program Details

Program Fee $4,800 plus books and materials
Program Length 15 Months
Program Format

Live Online via Zoom (not recorded)

Program Day/Time Tuesdays, 5:00pm-9:05pm
Start Date January 23, 2024
Registration Opens  November 1, 2023
Registration Deadline January 12, 2024
Attendance Policy One absence allowed per each of seven 8-week courses
Prerequisites None, though a degree in a related field and/or work experience in the Financial Planning industry are a plus

Belmont Executive Education offers the Certificate in Financial Planning Program in partnership with The College for Financial Planning, A Kaplan Company, the leading provider of financial planning and education materials. Kaplan has helped more than 20,000 financial professionals pass the CFP(R) Certification Examination.

Resources

Registrants will receive specific instructions for ordering their program materials through The College for Financial Planning, a Kaplan Company. Program participants are required to follow the provided instructions to ensure textbooks and materials are aligned with the curriculum and continuous enrollment in each sequential course isn't interrupted. Instructions are sent via email along with other program orientation information prior to the first session.

Please review the Certified Financial Planner Board of Standards, Inc. calculator policy prior to purchasing a calculator.

Faculty


Full Program Schedule

Live Online via Zoom | Tuesdays | 5:00 pm-9:05 pm

Session Hours Date
General Financial Priniciples, Professional Conduct and Regulation 24 Hours January 23 - February 27
Risk Management, Insurance and Employee Benefits Planning 20 Hours March 5 - April 9

Investment Planning

32 Hours April 16 - June 11
Tax Planning 32 Hours June 18 - August 13
Retirement Savings and Income Planning 32 Hours August 20 - October 15
Estate Planning 32 Hours October 22 - January 7
Capstone - Financial Plan Development 32 Hours January 14 - March 4

Exam Weeks: 2/27/24, 4/9/24, 6/11/24, 8/13/24, 10/15/24, 1/7/25

Class Will Not Meet: 11/26/24, 12/24/24, 12/31/24

Request Information

Ready to Start?

Course Fee
$4,800 (Plus books and materials)

Registration Deadline
January 12, 2024

Contact Us

Address:
1909 12th Ave S
Nashville, TN 37212


Phone: (615) 460.5554

Email: executive.education@belmont.edu