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Financial Planning
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.
Degrees & Certificates Offered
Certificate of Achievement:
Accreditation
The MCC Certificate of Achievement in Financial Planning is a registered program with the Certified Financial Planning Board of Standards Inc.
JOB & SALARY OUTLOOK
Academic Pathway
Students may use the Financial Counseling Specialist Career Certificate as a pathway to further their Business education in completion of the following Certificates and Degrees:
- Certificate of Achievement: Business Professional (BSPCA)
- Associate in Applied Science: Business Administration (BSAAS)
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.
More Information
Academic Focus Area (AFA) Business Navigators and Advisors
Additional Information
Courses
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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
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.
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 
, 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 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.
Program Director
Ashley Peters
AFC®, M.B.A., M.S., B.S.B.A.
MCC Director of Financial Planning Program
Faculty Finance, Accounting, Business Administration
adpeters1@mccneb.edu