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Financial Planning Certification

Overview

The educational and career objectives of this certificate, which are aligned with the Certified Financial Planner Board of Standards, Inc., are to educate and prepare skilled CFPs who will be employed by banks and trust companies, brokerage houses, insurance businesses and financial planning firms. The Financial Planning Certificate will enable students to:

Students will learn the fundamentals of the financial planning process including:

Read more details in the College Catalog >>

Pre-Requisites

Students who wish to enroll in the certificate program must possess a bachelor degree or be enrolled in a SUNY Cobleskill bachelors degree program. Students in the Financial Services BBA program have the option to earn this certificate simultaneously along with their degree concurrently. Individuals who currently hold any bachelor degree can enroll in the certificate program as a three semester sequence. Once students have successfully completed their bachelor degree and the certificate coursework, they will have the knowledge needed to sit for the CFP® exam certification.

Suggested Course Sequencing

The Financial Planning Certificate is comprised of the core courses in the Financial Services BBA program.

Year 1: Fall • 6 Credits

Fundamentals of Financial Planning

Insurance & Risk Management

Year 1: Spring • 6 Credits

Investments

Income Tax Planning

Year 2: Fall • 9 Credits

Employee Benefits & Retirement Planning

Estate Planning

Case Studies: Financial Planning

CFP® Exam

For more details on the content of the exam and what topics are covered to prepare students for the exam, please visit www.cfp.net.