Certificate in Financial Planning


Select your course sections from the options below and then click "Add to Cart" to proceed to the registration and payment pages.

  • 1

    Choose Courses

  • 2

    Review Cart

  • 3

    Check Out

Step 1: Required courses

Choose the course sections that best fit with your schedule.

Fundamentals and Ethical Consideration & Insurance and Employee Benefits – XCPD-020

Investment Planning – XCPD-021

Retirement Savings and Income – XCPD-023

Tax Planning – XCPD-022

Estate Planning – XCPD-024

Capstone Case Course in Financial Planning – XCPD-025