Certified Financial Planner™: Financial Planning Fundamentals & Risk Management

This course introduces students to the theory and practice of financial planning.  Students 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 presents the concepts of time value of money, education and retirement funding, and insurance planning.

Financial Aid Options

• VA Education Benefits
• Education Loans

Delivery Methods

For your safety and convenience, we now offer our professional certificate courses in two formats.

Flex:

Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.

Hyflex (Hybrid + Flex):

Our hybrid classes offer a blend of scheduled live course meetings and online coursework. For live meetings, you may register to join the instructor in the physical classroom or join the class meeting online broadcast from your preferred location. You will complete the online coursework on your own while adhering to the course schedule and completion date.