IMPORTANT INFORMATION - PLEASE READ - WINTER RECESS
Purdue University Online will be closed for the Winter Recess beginning Friday, December 22, 2023, until Tuesday, January 2, 2024.
Please plan ahead for your online needs. We encourage you to make sure that you can access your course materials prior to December 22nd.
Limited support will be available during the Winter Recess.
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noncredit@purdue.edu.
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Certified Financial Planner
September 2023
COURSE DESCRIPTION
Description:
Take your career to the next level by earning the standard-of-excellence certificate in financial planning. Purdue's online Certified Financial Planner program fulfills the educational requirements to sit for the CFP® certification examination. The program includes six courses that cover the knowledge and skills needed to complete the Certified Financial Planner® exam successfully.
- Fundamentals of Financial Planning and Insurance, the basics that form the foundation of knowledge students need as working financial services professionals.
Investment Planning, an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, among other things.
- Income Tax Planning, an introduction to individual income tax fundamentals and the calculation of income tax as well as tax issues surrounding business entities.
Retirement Planning and Employee Benefits, an introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits.
- Estate Planning, the basics that form the foundation of knowledge students need in the estate planning process including wills, the probate process, gift and estate taxes, planning techniques to reduce an individual’s tax liability, and more.
- Capstone course, a project where students synthesize and apply elements of comprehensive financial planning and the functions of the financial planning process, applying the Certified Financial Planner Board’s practice standards.
Drops and Refunds
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Learners may drop the course/withdraw their registration from a course and receive a full refund prior to the start of the class. After first day of class, no refund will be issued for dropping enrollment.
- In the case of extenuating circumstances, exceptions to the drop/refund policy may be made on a case-by-case basis.
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Failure on the part of the learner or company to notify Purdue of a decision to drop an enrollment does not equate to an automatic refund.
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Should Purdue decide to discontinue any course in which a Learner or company has unused purchased enrollments the remaining balance will be refunded to the payment source.
* Starting January 1, 2023, the CFP Board will charge a $195 per capita fee for completion of a CFP® Certification Education program. This fee is paid to the CFP Board when a student completes this program. Purdue University in collaboration with Dalton Education will manage this completion submission process for you. The $195 cost is included in your initial registration fee.
Registration in this course is subject to the Purdue University Online Non-Credit Policies.
No sections currently available.