As the aging population grows and as a generally better educated and wealthier population increasingly seeks investment advice, Certified Financial Planners™ are sought after now more than ever.* In fact, overall employment of financial analysts and personal financial advisors (financial planners) is expected to increase by 37 percent through 2016, which is much faster than the average for all occupations.†
Financial planners are dedicated to guiding their clients toward financial goal achievement. There is no better way to lead ahead of the competition and establish your book of business than by obtaining your CFP® designation. Kaplan Continuing Education’s CFP® Board-Registered Certificate in Financial Planning program can prepare you for exam success in 12 months or less.
Better choices lead to better results. Kaplan Continuing Education (KCE) together with Kaplan Financial delivers your CFP® education in the format that best meets your learning style and schedule. Choose from: :
- Self-Paced Online Classroom – This 12-month interactive, self-paced, online program features discussion boards and email to foster interaction between student and instructor. Coursework is available 24/7 so students can study anytime, anywhere. The Online Review Course is included at no additional fee.
- Accelerated Virtual Classroom – This 9-month virtual classroom program is delivered via the Web by a live instructor. The unique playback feature allows you to make up missed classes and review key lectures.
- Accelerated Traditional Classroom – This 9-month traditional classroom program combines pre-study with classroom instruction, and is taught in 6 major metro areas throughout the U.S.
Comprehensive live and online review courses are also available to ensure your success on the CFP® Certification Examination.
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Exam Success Guaranteed
Kaplan Continuing Education (KCE) is committed to your success. Upon completion of the Certificate in Financial Planning program, you will take and pass the CFP® Certification Examination—or we will provide you with academic services until you do. For complete details, or to take advantage of the guarantee, call an Admissions Advisor at 866.542.4042 (Toll Free).
Consult
Work with clients to understand their financial standing and goals.
Analyze
Apply your knowledge of investments, insurance, and taxation to your client’s financial situation and recommend options to meet your client’s immediate and long-term goals.
Plan
Develop comprehensive financial plans; identify problem areas; make recommendations for improvement; select investments compatible with your client’s objectives, attitude toward risk, and expectation or need for return on investment.
Service
Buy and sell financial products on behalf of your client or make referrals to other companies for products and services; potentially assume responsibility for managing your client’s investments.
Reassess
Provide regular review to determine the impact of your client’s life changes, such as marriage, benefit changes, disability, job transfers, or retirement.
Build
Develop a client base to build a strong revenue flow. |
Imagine Where You Can Apply
From small, high-end firms serving esteemed clientele to large corporate entities, graduates may work for a variety of institutions—insurance companies, brokerage firms, banks, accounting and law firms, investment banks, mutual fund companies, independent financial planning firms, tax preparation firms, credit unions, or even as an independent consultant.‡
Financial planners can earn their incomes through fees, commissions, and salary. According to the Bureau of Labor Statistics, personal financial advisors earned an average of $66,120 in 2006.† In addition, the middle 50 percent earned upward of an annual income of $114,260. †
KCE’s Certificate in Financial Planning program is ideally suited for professionals from the financial services industry, including securities and investments, accounting, insurance, banking, and financial advising. Our comprehensive curriculum provides a solid foundation in all aspects of financial planning, so individuals interested in making a career change are also encouraged to apply. Click here to view the program comparison guide.
Courses Include
- Fundamentals of Personal Financial Planning
- Insurance and Employee Benefits
- Investment Planning
- Income Tax Planning
- Planning for Retirement
- Estate Planning
- Financial Planning Online Review Course
For complete course descriptions, click here. |
Take the First Step
In 12 months or less, you could be on your way to a more rewarding career. Take the first step by calling 866.542.4042 (Toll Free) or click here for more information.
*Certified Financial Planner Board of Standards, Inc., owns the CFP®, CERTIFIED FINANCIAL PLANNERTM, and 
certification marks, which are awarded to individuals who successfully complete initial and ongoing certification requirements.
Kaplan University does not certify individuals to use CFP®, CERTIFIED FINANCIAL PLANNERTM, and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc., to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements.
†Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2008–2009 Edition, Financial Analysts and Personal Financial Advisors, http://www.bls.gov/oco/ocos259.htm (accessed February 2008).
‡Kaplan Continuing Education’s programs are designed to prepare graduates to pursue employment in their field of study, or in related fields. However, KCE does not guarantee that graduates will be placed in any particular job or employed at all.
