Certificate in Financial Planning (CFP)

Temple University, in partnership with Kaplan Schweser, the leading provider of financial planning and education, offers the Certificate in Financial Planning (CFP) Program. This program meets the needs and challenges faced by today's financial planning professionals in brokerage, insurance, accounting and related fields. This certificate program is a cohort program which requires successful completion of all course modules to earn the certificate. All classes take place at the Temple University Center City (TUCC) campus.

This 9-month certificate program is designed around the demanding schedules of working professionals. Classes meet every other weekend, Friday nights from 6 to 9:35 p.m. and Saturdays from 8:45 a.m. to 5 p.m. The program benefits both experienced professionals seeking to advance their careers and those entering the field. Our program fulfills the educational component for the CFP certification, established by the Certified Financial Planner Board of Standards, Inc. The six required course modules to earn the certificate are:

  1. General Financial Planning Principles, Professional Conduct, and Regulation/Risk Management, Insurance, and Employee Benefits
  2. Investment Planning
  3. Retirement Savings and Income
  4. Tax Planning
  5. Estate Planning
  6. Capstone Case Course in Financial Planning

The CFP Certificate Program is offered once a year at the Temple University Center City (TUCC) campus. The next scheduled session will begin on September 7, 2018. The fee for the entire 9-month program is $4,500. Books and other study materials will cost approximately $500. To receive information about the CFP program and/or to attend an information session please see the contact information below.

LEARN MORE about CFP

Attend an in-person information session or webinar to learn more about the CFP certificate program and ask questions from an instructor. Sessions are scheduled for:

Thursday, July 12 at 6 PM at TUCC

Wednesday, August 8 at 6 PM at TUCC

RSVP your attendance for the in-person information sessions to ncregistrar@temple.edu or 267-468-8500.

Online webinar, Tuesday, August 28 at 12 PM

To register for the webinar, please click on the link: https://attendee.gotowebinar.com/register/8285083289178558979

 

Contact Information

Email Address: ncregistrar@temple.edu
Telephone Number: (267) 468-8500
Program Office Address: 1515 Market Street
Philadelphia, PA 19102