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We have partnered with leading universities across the country to offer an excellent program. Successful graduates are qualified to sit for the CFP® Certification Examination¹. The Executive Certificate in Financial Planning Program is designed to meet the schedule demands of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Programs are available in nine-month and 12-month curriculums, and cover the following areas:
- Fundamentals of Financial Planning and Insurance
- Investment planning
- Income tax planning
- Retirement and employee benefit planning
- Estate planning
For more information regarding our Partner Universities listed below, contact Pat Heckler at: pat.heckler@kaplan.com.
Our Partner Universities...
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Xavier University
Cincinnati, OH
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Georgetown University
Washington, DC
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UNLV
Las Vegas, NV
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"The results of the July [CFP® Certification Examination] were just released online. Believe it or not, I actually passed! I believe the Georgetown program definitely gave me a strong competitive advantage in preparing for the CFP® Certification Examination."
- Walter D.
Georgetown University Student
"The Duquesne September ’03 – June ’04 [financial planning] class had a 100% pass rate for those who took the July exam. The overall pass rate according to CFP Board was 60%."
- Richard D.
Duquesne Student
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University of New Mexico
Albuquerque, NM
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Seattle University
Seattle, WA
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Duke University
Raleigh, NC
Charlotte, NC
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University of Portland
Portland, OR
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Fordham University
New York, NY
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Duquesne University
Pittsburgh, PA
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John Carroll University
Cleveland, OH
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Belmont University
Nashville, TN
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Bellarmine University
Louisville, KY
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Christian Brothers University
Memphis, TN
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