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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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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.

Degrees & Certificates Offered

Academic Pathway

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

FOR MORE INFORMATION CONTACT:

Ashley Peters, Instructor
AFC®, M.B.A., M.S., B.S.B.A.
MCC Director Applied Finance Institute
FINANCE/BUSINESS ADMINISTRATION FACULTY
(531) 622-3886


Additional Information

Courses

Course Term(s) Offered

Fall, Winter, Spring, Summer

Fall, Winter, Spring, Summer

 

Winter, Summer

 

Fall, Spring

Fall

Winter

Spring

 

Spring, Summer

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.

MCC 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, tests, or other requirements associated with externally awarded professional credentials. Students who complete MCC courses and/or programs in preparation for said exams, tests, or other requirements associated with externally awarded professional credentials may still want/need to engage in self-study, exam preparation programs, etc., prior to seeking credentialing.