CERTIFIED FINANCIAL PLANNER™
The Financial Planning Certificate Program is a non-credit program fulfilling a growing demand among financial planning professionals for the CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Those who successfully complete this CFP Board-Registered Program will be qualified to sit for the CFP® Certification Examination.
The program consists of seven, non-credit courses covering principles of financial planning, insurance, investments, retirement, personal income tax, estate planning and the new financial plan presentation course. All courses follow guidelines established by Certified Financial Planner Board of Standards Inc. The courses below are in a hybrid format: six, in-person meetings and online learning. The courses are $695 (does not include books) with the exception of the Capstone course which is $895 including book.
Courses are held at EMU–Livonia and meet from 6–9 p.m.
May 19–Aug. 8 (Six classroom meetings; dates to be announced.)
Sept. 8 through Nov. 28 (Six classroom meetings; dates to be announced.)
Principles of Financial Planning
Provides an overview of the financial planning process, CFP examination, and other five courses in this program. Topics include the planning process, client interactions, time value of money, personal financial statements, cash flow and debt management, asset acquisition, education planning, plan integration, ethics and specific techniques used by financial planners.
An introduction to risk management and insurance decisions in personal financial planning, including insurance for life, health, disability, property risks, annuities, group insurance and long-term insurance.
Focuses on the efficient conservation and transfer of wealth, consistent with a client’s goals, including the legal, tax, financial and non-financial aspects of this process. Other topics include trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.
Covers public and private retirement plans, including Social Security, Medicare and Medicaid. Topics also include defined benefit and defined contribution plans and deferred compensation plans, as well as lifestyle choices and medical issues that individuals face in retirement.
Income Tax Planning
Focuses on principles, current law, and the practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees and business owners.
Provides an understanding of various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics.
Financial Plan Development Course –
Prepare students to demonstrate the ability to apply their technical financial planning knowledge to integrate and communicate their planning recommendation to a client. Complete 20 hours of online asynchronous lectures to learn about the various approaches to gathering client data; analyzing and evaluating data; and preparing and presenting recommendations. Then attend 12 hours of online synchronous lectures where the instructor and other participants present cases of collecting and analyzing data, and then present a financial plan.
All students of CFP Board-Registered Programs whose initial dates of matriculation (initial enrollment) occur on or after January 1, 2012 will be required to take the capstone course.
Offered by Eastern Michigan University In cooperation with
A non-degree educational program designed to prepare you for the Certified Financial Planner (CFP®) examination.
For complete information about the CFP® certification see the Web site or call 800.487.1497.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements. Eastern Michigan University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.