Financial Planning Certificate Program

Since 1999, our program has been widely recognized as an assurance of skills in financial planning—the skills that clients and companies seek.

Through DePaul's Financial Planning Certificate Program, you'll learn how to plan, assess and evaluate a client's financial future through the development of a comprehensive financial plan. Completing the six required modules in the program will also prepare you to become professionally certified as a financial planner. Our courses are held virtually and are recorded for future viewing.

Courses in this Program

Module 1: Fundamentals of Financial Planning and Insurance Planning
Module 2: Investment Planning
Module 3: Income Tax Planning
Module 4: Retirement Planning and Employee Benefits
Module 5: Estate Planning
Module 6: Financial Plan Development
Self-Paced Module 1: Fundamentals of Financial Planning & Insurance Planning

 

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For More Information, Contact:

Isabel Avalos
Email: iavalos@depaul.edu
Phone: +1 312-362-5295

Financial Planning Module 1: Fundamentals of Financial Planning and Insurance Planning

Fundamentals of Financial Planning and Insurance Planning provides an overview of the financial planning and insurance industry. This course is the first of six required modules in the Financial Planning Certificate Program.
Location: Loop

Financial Planning Module 2: Investment Planning

Investment Planning introduces basic investments concepts and focuses on client needs and assessments, particularly as they relate to risk tolerance and exposure.
Location: Remote/Chicago

Financial Planning Module 3: Income Tax Planning

Income Tax Planning provides an overview of the federal tax system, including both personal and business taxation. This course is the third of six required modules in the Financial Planning Certificate Program.
Location: Remote/Chicago

Financial Planning Module 4: Retirement Planning and Employee Benefits

Retirement Planning and Employee Benefits teaches the fundamentals of retirement planning, as well as exploring various alternatives available in planning for retirement. This course is the fourth of six required modules in the Financial Planning Certificate Program.
Location: Remote/Chicago

Financial Planning Module 5: Estate Planning

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. This course is the fifth of six required modules in the Financial Planning Certificate Program.
Location: Remote/Chicago

Financial Planning Module 6: Financial Plan Development

Financial Plan Development is the new course requirement for educational programs registered with the Certified Financial Planner Board of Standards, Inc. In this course, you will learn to integrate your knowledge of the financial planning topics learned from the previous five courses in the program, and apply and communicate this knowledge to your clients in a form of both a written financial plan and an oral presentation. This course is the final required module in the Financial Planning Certificate Program.
Location: Remote/Chicago