Personal Financial Planning Certificate

Issued by University of Dallas

Earners of the Personal Financial Planning Certificate have demonstrated a comprehensive understanding of personal financial planning. They are able to take a holistic approach in creating a complete and comprehensive financial plan; which includes the elements of risk management, investments, retirement, and estate planning, and overall money and wealth management. Badge earners have met the CFP Board education requirement to sit for the CFP exam.

Type Learning
Time Months

Additional Details

Skills

Earning Criteria

Successful completion of General Principles of Finance, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and CFP Case Study/Capstone courses at the University of Dallas - Executive Education.
Earn a minimum proficiency of 70% on all assignments, case studies, quizzes, and final exam.
Create a complete and comprehensive financial plan as part of the CFP Case Study/Capstone course. Students are required to give a presentation on their financial plan. Their instructor will pose questions about their plan, and students will elaborate on their decisions and defend their work.
NOTICE: The University of Dallas does not certify individuals to use the CFP®, Certified Financial Planner™ and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board Registered Program, have met ethics, experience and examination requirements.

Standards

Certified Financial Planner Board of Standards, Inc.

Students who earn this certificate have completed 272 hours of approved education from a CFP Board Registered Education Program; which completes the education portion of CFP Board's requirements to sit for the CFP Exam.