Professional Certificate in Financial Planning
Professional Education

By registering for this certificate, you are declaring your intention to complete the full certificate curriculum. With a Professional Financial Planning Certificate from the University of Utah you will fulfill the educational requirements to sit for the CFP Certification Examination. The CFP Certification is one of the most recognized designations in the financial advising industry. Completing the education requirement is an important step toward the CFP certification. In this 6 class program, you will learn a broad range of personal financial planning concepts in the areas of insurance and income tax planning, retirement and estate planning, and investment strategies. The curriculum is designed to prepare you for career success and follow guidelines established by Certified Financial Planner Board of Standards. This six-course program includes five online courses and one capstone course offered on-campus. The capstone course will also be available online starting fall 2018. This certificate is offered in collaboration with the Department of Family and Consumer Studies with the College of Social and Behavioral Science. These collaborative noncredit certificates utilize existing for-credit classes.