Financial Planning Certificate

Issued by Emory Continuing Education

Earners of the Financial Planning Certificate badge have completed Emory's CFP Board Registered Program, in partnership with Dalton Education, thereby fulfilling the education requirement needed to sit for the CFP® Exam. Courses completed include Fundamentals of Financial Planning, Insurance, Investments, Income Tax, Retirement and Employee Benefits, Estate Tax, and Plan Presentation.

Type Learning
Level Advanced
Cost Paid

Additional Details

Skills

Estate Tax
Financial Planning
Financial Plan Presentation
Fundamentals of Financial Planning
Income Tax
Insurance Planning
Investments
Personal Financial Planning
Retirement and Employee Benefits

Earning Criteria

Earners completed all required coursework
Earners passed all course examinations with a score of 80% or higher
Earners prepared and presented a comprehensive financial plan to their instructor

Standards

CFP Board Approved Program

Emory's Financial Planning Certificate is a CFP Board Registered Program. Graduates of this program have successfully completed the education requirement to sit for the CFP® Exam.