Metropolitan Community College - Financial Planning Certificate of Achievement
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Financial Planning Certificate of Achievement

A smiling woman holds a yellow binder.CFP Board Certified Program

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.

Careers

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

CAREER OUTLOOK:  For current information regarding income and careers in accounting, see the Bureau of Labor Statistics.

MCC Financial Planning certificate of achievement

LEARNING GOALS:  Students who complete the Financial Planning Certificate of Achievement can:

  • 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.

Courses

The Financial Planning Certificate of Achievement consists of the following courses:

General Education Requirements: 13.5 (most students who already have a degree transfer these courses to MCC for credit)

MAJOR REQUIREMENTS (36 credit hours):

Course Term(s) Offered

Fall, Winter, Spring, Summer

Fall, Winter, Spring, Summer

 

Winter, Summer

 

Fall, Spring

Fall

Winter

Spring

 

Spring, Summer

FIND QUARTER CLASS SCHEDULES

ACADEMIC PATHWAY (FALL 2021):  Students may use the Financial Planning Certificate of Achievement as a pathway to the: 

Business Administration Applied Science Degree

Tuition & Financial Assistance

Tuition
Financial Aid
Scholarships

For More Information Contact

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


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.