This certificate program is designed for professionals who are interested in enhancing their knowledge of financial planning without earning a master's degree.
The Certified Financial Planner Board of Standards, Inc. (CFP Board) has registered specified curriculum offered by Widener University which enables students who complete the prescribed curriculum to sit for the CFP, Certification exam. Successful completion of the exam, along with other requirements, allows the candidate to use the CFP Certification for professional purposes. The specified curriculum is a nondegree program.
Please note that CFP, CERTIFIED FINANCIAL PLANNER. and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. Widener University does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER, and certification marks. CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Academic Requirements to earn a Certificate in Financial Planning:
|FP 600||Overview of Financial Planning||
|FP 601*||Financial Fundamentals||
|FIN 604||Securities Analysis and Investment Management||
|TAX 603||Federal Income Taxation||
|TAX 612||Federal Estate and Gift Taxation||
|TAX 619||Pensions and Retirement Planning||
|FP 633||Insurance Products and Planning||
- *FP 601 may be waived for students with significant financial background
Persons who have earned a baccalaureate degree from an accredited college or university with a cumulative GPA of at least 2.5 are invited to apply for the certificate program. Applicants should:
- complete the application.
- pay the application fee ($25 nonrefundable).
- have an official transcript sent from previous colleges attended.
- submit two letters of recommendation.
This school offers programs in:
Last updated December 6, 2017