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Financial Planning Certificate of Achievement

Overview

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® Professional, 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, looking to change careers, 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.

Source: CFP Board

Job & Salary Outlook

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Degrees & Certificates Offered

Academic Pathway (Fall 2021)—Students may use the Financial Planning Professional as a pathway to further their Business education in completion of the following Certificates and Degrees:

Schedule

Find quarter class schedules

Faculty

Ashley Peters, AFC®, M.B.A., M.S., B.S.B.A.
adpeters1@mccneb.edu
FINANCE/BUSINESS ADMINISTRATION
COURSES: FINA 1000/2000 level


Additional Information

Courses

Course Term(s) Offered

Fall, Winter, Spring, Summer

Fall, Winter, Spring, Summer

 

Winter, Summer

 

Fall, Spring

Fall

Winter

Spring

 

Spring, Summer

Learning Goals

  • Apply ethical reasoning, based on the CFP Boards Code of Ethics and Standards of Conduct, to financial scenarios.

  • 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.

Links of Interest

Certified Financial Planning Board of Standards, Inc.
CFP® Candidate Forum
Nebraska Financial Planning Association
Financial Planning Association – National
Dalton Education
Money Education

PROFESSIONAL CREDENTIAL

 

 

CFP - Certified Financial Planner

 

MCC provides the course work necessary to fulfill the education requirements to become a CERTIFIED FINANCIAL PLANNER™.  The Certificate of Achievement in Financial Planning is a registered program with the Certified Financial Planning Board of Standards Inc.
www.CFP.

Metropolitan Community College, Department of Business, Certificate of Achievement in Personal Financial Planning 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 marks CFP®, CERTIFIED FINANCIAL PLANNER™ and Certified Financial Planner mini logo, which it awards to individuals who successfully complete initial and ongoing certification requirements. Metropolitan Community College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and Certified Financial Planner mini logo marks.