Financial Planning Certificate Program Information Session

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Attend DePaul's online information session to learn what it takes to obtain your CFP® credentials. During this session, we will discuss the topics covered in the six-module Financial Planning Certificate Program as well as the requirements to sit for the CFP® exam.

Join us to learn about our certificate program and how we can serve your career goals!

Please Note: After registering for the virtual info session, you will receive an automated email to confirm registration. You will receive a separate email with a zoom link a few days before the info session.

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Price: $0.00

Related Courses

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.
Price: $995
Location: Online Synchronous/Loop Campus

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.
Price: $995
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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.
Price: $995
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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.
Price: $995
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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.
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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.
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