Save Your Spot

Speaker

Kelli Hernandez

Program Director

Online Information Session

Certificate Program in Personal Financial Planning

Financial advisers and planners provide advice on investments, insurance, mortgages, college savings, estate planning, taxes and retirement. They help their clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. Some of them take “assets under management” and invest their clients’ money for them. Some work on a fee-only basis, and do planning work or hourly consulting. Most provide at least some tax advice and some sell insurance.

Learn to analyze and advise in all core areas of personal financial planning. Our certificate provides an academic path to the financial planning profession—whether you are thinking of changing careers to become a financial adviser, want to understand personal financial planning concepts and techniques to better perform your current work, or want to prepare to take the Certified Financial Planner™ certification examination or CFP® Exam. We welcome non-professionals in these courses who are interested in learning more about their own personal finances.

What We'll Discuss

Various employment opportunities
Certificate curriculum requirements
Course options
Your practicing instructors
What our graduates go on to do
Your next step