Financial Planning Certificate
Earn Your CFP® Designation
For more information about the Financial Planning program, please contact us at (800) 329-4996 or firstname.lastname@example.org
Bryant University’s Certificate Program in Financial Planning provides the knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth to achieve their goals. Our CFP® Board registered program satisfies the educational requirements to earn the CFP® designation upon passing the exam.
Bryant University Online Certificate in Financial Planning Mission Statement
Our mission is to deliver a “best of breed” online curriculum which will lead to robust knowledge and a high pass rate on the CFP® certification examination. This mission is accomplished with a strong respect for our professional students and focuses on:
Bryant’s focus on overall educational excellence extends beyond its industry-leading curriculum for CFP® certification. We pair our highly regarded curriculum with a faculty that is equally well regarded.
The Bryant University Online Certificate in Financial Planning was meticulously engineered to ensure efficient, clear content delivery. The streamlined content is broken into ideal size segments that enhance long-term memory retention.
Becoming a CERTIFIED FINANCIAL PLANNER™ Professional is now easier and faster. By adding the extremely popular accelerated and instructor-led virtual classroom to Bryant University’s online Financial Planning Certificate core curriculum, you can complete your education requirement in just twelve months.
The virtual classroom schedule is synched with each CFP® Board exam date to reduce the gap between study and exam taking. Minimizing this time gap ensures that the content remains fresh which helps to improve testing outcome. Upon program completion, a student will have time to take a review course to further improve his or her preparation for the upcoming exam.
FP 401A - Introduction to Financial Planning
FP 402A - Insurance Planning and Risk Management
FP 403A - Investment Planning
FP 404A - Tax Planning
FP 405A - Employee Benefits and Retirement Planning
FP 406A - Estate Planning
FP 407A - Financial Planning Capstone Course
Course Description: This competency based course utilizes the knowledge obtained in the previous six financial planning courses to demonstrate a comprehensive understanding of financial planning theory through effective application in the creation and presentation of a financial plan for a client. Effective oral and written communication must be employed in conjunction with proper analytical techniques with the ultimate goal of crafting a plan that satisfies the client’s goals and objectives within the framework of the economic, political, and regulatory environments. Utilization of the CFP Board Financial Planning Practice Standards is strongly emphasized.
Individuals that complete this course have proven their ability to apply the financial planning process to real life situations, as well as their ability to communicate their recommendations to a client in an efficient and professional manner.