Graduate Certificate of Financial Planning


Get geared up for the fastest growing industry,

with our Graduate Certificate in Financial Planning.

 The ladder to success!

 Climb the ladder to financial success!

 

Why Cleary University’s Graduate Certificate in Financial Planning?

Unique Features

1. Accelerated courses.

2. Each course is six weeks in duration.

3. All Inclusive fee. No extra costs for books and other materials.

4. Faculty with professional experience and certification.

5. Option to complete MBA in Financial Planning.

Graduate Certificate in Financial Planning

 

Overview

The Graduate Certificate in Financial Planning is designed to meet the educational requirements of the CERTIFIED FINANCIAL PLANNER™  exam and is registered and approved by the Certified Financial Planner Board of Standards. The program is for someone who already has an undergraduate degree and is interested in the body of knowledge specified by the CFP Board in a formal educational setting.

Who should take this course?

Candidates preparing for the Certified Financial Planner™ examination.

Financial planners who assist clients in attaining their financial goals.

Someone interested in starting a career in financial planning.

Anyone interested in changing careers and becoming a financial planner.

Candidates who are not interested in the CFP™ exam, but would like to acquire an MBA in Financial Planning.

Financial Planning Courses

The Graduate Certificate in Financial Planning covers nearly 100 intricate financial planning topics as specified by the Certified Financial Board of Standards.

FNP 600 General Principles of Financial Planning
FNP 610 Investment Planning
FNP 620 Insurance and Risk Management
FNP 630 Retirement and Employee Benefits Planning
FNP 640 Income Tax Planning
FNP 650 Estate Planning

Course Fees (Including Textbooks and other resources)

  • FNP 600 - $895
  • FNP 610 - $895
  • FNP 620 - $895
  • FNP 630 - $895
  • FNP 640 - $895
  • FNP 650 - $895


Although education is a fundamental part of achieving CFP™ certification, fulfillment of a course of study covering the required topics does not automatically equate to preparedness for the CFP™ Certification Examination.

Course Schedule

Cleary University’s calendar will be followed. The Graduate Certification in Financial Planning will be offered twice a year, starting in Fall and Winter.

Location

All courses will be offered online. Classes will be offered on campus if requested by students, subject to a required level of enrollment.

How To Register

You can register on our Graduate Certificate in Financial Planning registration page.

To Contact Us

Feel free to send us a question, we'll get back to you as soon as possible.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.