Certificate in Financial and Estate Planning

Issued by University of Dallas

Earners of the Certificate in Financial and Estate Planning 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 prior to 2011.

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, and Estate Planning courses at the University of Dallas - Center for Professional Development
Earn a minimum proficiency of 70% on all assignments, case studies, quizzes, and final exam.
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.