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概述

If you are considering a future in personal financial planning, seeking a career with excellent career growth, are currently a financial advisor looking to advance your career or believe you have the experience or credentials that would make you a great financial planner, attaining the CERTIFIED FINANCIAL PLANNER™ professional certification should be high on your list of priorities. The CFP® mark is recognized as the most distinguished credential in the personal financial planner field. It symbolizes excellence and represents the highest standard of personal financial planning.

CFP®专业, with a growing demand for qualified personal financial planners, now is the time to become a CERTIFIED FINANCIAL PLANNER™ professional. Whether you're just staring your education, 想要转行, or seeking to improve your professional status, CFP® Certification can open the door to more and better opportunities. The American public's need for personal financial planning expertise is greater than ever, and recruiters and prospective employers recognize CFP® certification as the most desired designation in this growing field.

度 & 证书提供

成绩证书:

工作 & 薪水前景

Students may use the Financial Counseling Specialist 职业证书 as a pathway to further their 业务 education in completion of the following 证书 and 度:

  • 运用道德推理, based on the CFP Boards Code of Ethics and Standards of Conduct, 到金融场景.
  • Describe the financial planning process and determine factors relevant to the personal financial planning process.
  • Identify the principle concepts of risk, risk management and insurance relative to asset preservation.
  • Analyze investment tools and techniques to accumulate and preserve wealth.
  • Evaluate the various tools and techniques of income tax, retirement and estate planning relative to wealth accumulation and preservation.
  • Recognize the characteristics of various employee benefits relevant to the personal financial planning process.
  • Formulate a financial plan that effectively demonstrates a comprehensive understanding, integration and application of the financial planning process.

Academic Focus Area  (AFA) 业务 Navigators and Advisors

 

额外的信息

课程

课程 项(s)

秋天, 冬天, 春天, 夏天

秋天,春天

 

夏天

 

春天

秋天

冬天

春天

 

夏天

有关连结

Certified 财务规划 Board of Standards, Inc.
CFP®候选人论坛
Nebraska 财务规划 Association
财务规划 Association – National
道尔顿教育
金钱教育

专业证书

CFP - Certified Financial Planner

OPE电子竞技官网 provides the course work necessary to fulfill the education requirements to become a CERTIFIED FINANCIAL PLANNER™.  The 成绩证书 in 财务规划 is a registered program with the Certified 财务规划 Board of Standards Inc.
www.CFP.

Metropolitan 社区 College, 业务部, 成绩证书 in Personal 财务规划 is a registered program with Certified Financial Planner Board of Standards Inc. For more information about the CFP® certification, please contact Certified Financial Planner Board of Standards Inc. The Certified Financial Planner Board of Standards, Inc. owns the 标志着 CFP®, CERTIFIED FINANCIAL PLANNER™ and Certified Financial Planner mini logo, which it awards to individuals who successfully complete initial and ongoing certification requirements. Metropolitan 社区 College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and Certified Financial Planner mini logo 标志着.

OPE电子竞技官网 courses and programs provide educational opportunities to students preparing for various professional credentials awarded by external organizations and entities. Completion of said courses/programs does not guarantee success on exams, 测试, or other requirements associated with externally awarded professional credentials. Students who complete OPE电子竞技官网 courses and/or programs in preparation for said exams, 测试, or other requirements associated with externally awarded professional credentials may still want/need to engage in self-study, 考试准备项目, 等., prior to seeking credentialing.

阿什利·彼得斯
亚足联®,M.B.A., M.S., B.S.B.A.
OPE电子竞技官网 Director of 财务规划 Program
Faculty Finance, Accounting, 业务 Administration
adpeters1@goudounet.com