Course Title:

Financial Planning
(Certificate)

School/Trainer:

DePaul University Continuing and Professional Education

Chicago, Illinois, United States

Course format: Classroom
Description:

Through DePaul&,#146,s Financial Planning Certificate Program, you&,#146,ll learn how to plan, assess and evaluate a client&,#146,s financial future through the development of a comprehensive financial plan. Completing the six required courses in the program will also prepare you to become professionally certified as a financial planner.

Who Should Attend

The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

Benefits

DePaul&,#146,s Financial Planning Certificate Program offers:
•Exceptional instruction- All courses are taught by professional financial planners with either CFP® certification or other appropriate professional license or designation. Our instructors use CFP Board standards as the framework for the courses and add their own exercises, case studies and handouts. This results in courses that combine sound financial planning theory and practical skill development.

•Convenient locations and scheduling- Courses are offered on a quarterly schedule at DePaul&,#146,s Loop, O&,#146,Hare and Naperville campuses. Students can make up missed classes by joining a class session at another campus. Classes are offered on weeknights to accommodate working students and online for students who seek maximum flexibility.

•Proven student success- Graduates of our program consistently outperform the national average for first-time test-takers of the CFP® Certification Examination. In addition to preparing for the exam, our program equips you to succeed in today&,#146,s compe ...


Elements of this syllabus are subject to change.




Please visit the school's official website or social networks for the latest training price and schedule.


Phone No.: (312) 362-6300

School Address/Venue(s):

14 East Jackson Boulevard, Suite 1010
Chicago, IL 60604
USA


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