Financial Planning Certificate
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The Certificate in Financial Planning is a Registered Program with the Certified Financial Planner Board of Standards (CFP Board). This program provides an introduction to personal financial planning and includes the areas of insurance, taxes, investments, retirement planning, and estate planning.
This certificate indicates completion of the educational coursework component of the CFP Board’s CFP® certification program. To be authorized to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and certification marks, individuals must complete additional requirements, including an examination, experience, and ethics.