CERTIFIED FINANCIAL PLANNER™ Professional Certificate Program
Florida Atlantic University is offering a Certificate Program to help you prepare for the CFP® Certification Examination.
The CERTIFIED FINANCIAL PLANNER™ Professional Certificate Program at Florida Atlantic University is registered with Certified Financial Planner Board of Standards Inc. (CFP Board). As a CFP Board-Registered Program, our courses satisfy CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination.
The CERTIFIED FINANCIAL PLANNER™ Professional Certificate Program includes six courses and an optional Capstone/Examination review course. The courses will provide a solid foundation in financial planning that will benefit you throughout your career.
About the CFP Program
The program curriculum delivers information about areas critical to financial planning for both beginning and established practitioners. Course work is continually updated and expanded to reflect changes in the financial planning arena.
Who is this course for
- Financial Services Professionals
- Investment Advisors
- Tax Managers
- Risk-Management Professionals
- Other Related Professionals
Why take classroom instruction
More of the program’s students are choosing to study through formal classes available from colleges and adjunct faculty around the country. Benefits include:
- Personal Attention
- Small Classes
- Practical Applications
- Professional Contacts
The following courses will provide a solid foundation in financial planning that will benefit you throughout your career.
* Income Tax Planning - FP 103
The basic principles and law of income taxation for individuals, employees, and business owners are covered. Topics include: income tax calculations for individuals and business, compliance, and accounting methods, taxation of trusts and estates, basis, depreciation, sale of assets, alternative minimum tax, charitable contributions, and tax management.
* Investment Planning - FP 104
The principles of modern investment analysis are covered. Topics include: investment vehicles, analysis and measurement of risk and return, stock, bond and other asset valuation, portfolio theory and management, portfolio performance, passive and active investment strategies, asset allocation, efficient market theory, financial leverage, hedging with options, and taxation effects on investments.
* Retirement Planning and Employee Benefits - FP 105
Retirement needs, Social Security and Medicare, alternative types of retirement plans, qualified plan rules and options, IRA's, Roth IRA's and other tax advantaged plans, retirement plan regulations including defined benefit and contribution plans, business firm plan selection, distribution rules. Group employee benefits plans, stock, and stock option plans, nonqualified plans, and employer/employee insurance plans.
* Estate Planning - FP 106
This course focuses on the conservation and transfer of wealth. Topics include: documents used in estate planning, property transfer and gifting strategies, estate and gift taxes, types and taxation of trusts and wills, qualified interest trusts, charitable giving, life insurance and valuation issues, deferral and minimization of estate taxes, intra-family, business and generation-skipping transfers, disposition of estate and fiduciary responsibilities.
* Optional Class: Capstone/Exam Preparation Course - FP 107
This course optional course is designed to tie the various components of the curriculum into a unifying framework, focusing on casework to engage the student into critical thinking and financial plan construction. This course also serves as preparation for the CFP® Board examination.