CERTIFICATE IN FINANCIAL PLANNING

Dates:January 20, 2012
Meets:F -6:00 PM to 9:35 PM Sa - 8:45 AM to 5:00 PM, 1 session
Location:TEMPLE UNIVERSITY CENTER CITY
Fee: $4,500.00

Sorry, this course has been cancelled. Please contact our office to see if it will be rescheduled, or if alternative classes are available.


Course Description

Temple University Center City (TUCC), in partnership with Kaplan Schweser, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) Program. This program meets the challenges faced by today's financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of four requirements of the CFP certification, established by the Certified Financial Planner Board of Standards Inc. This certificate is a cohort program which requires completion of all courses to earn the certificate.

Required six courses:

  • Fundamentals and Ethical Considerations & Insurance and Employee Benefits
  • Investment Analysis
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Capstone Case Course in Financial Planning

Withdrawal and Refund Policy: A registrant who withdraws in writing, up to one week prior to the starting date of the course, will receive a 100% full refund. There are no other refunds. If you need to withdraw from the program, you have the option of re-entering during the next program offering. Refunds will not be given for partial completion of the program. Tuition does not include books and materials.

The fee for this entire nine month program is $4,500. Payment is required at the time of registration. Books and other study materials will cost approximately $500.

To receive more information, or attend an information session, contact us at ncp@temple.edu or 267-468-8500.

*While every effort is made to ensure that classes meet every other weekend, holidays and local events prevent this accommodation. When appropriate, an added weekend was put into place due to a holiday weekend and is denoted by an asterisk.