This nine-month certificate program is designed to meet the challenges faced by financial planning professionals in the brokerage, insurance, accounting, banking and related fields. The University of Washington’s Executive Certificate in Financial Planning Program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. and qualifies the student for application for the Certified Financial Planner Examination.
Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. Instructors present the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethics and professionalism of financial planning.
The topics covered by this program are:
Fundamentals of Financial Planning and Insurance Planning
