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Accelerated Executive Certificate in Financial Planning

Demand for personal financial advisors is projected to grow 30 percent from 2011 to 2021. Revitalize your career by earning CFP® Certification - the certification that consumers recognize, respect and demand.

Bellarmine's program is registered with Certified Financial Planner Board of Standards Inc. Students who successfully complete the program meet the prerequisite education requirement for applying for the CFP® certification exam. For additional information on earning CFP®, visit www.cfp.net.)

The program is designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Topics include: Fundamentals and Ethical Considerations & Insurance and Employee Benefits; Investment Planning; Income Tax Planning; Retirement Planning; Estate Planning and a Capstone Case Course in Financial Planning.

  • Classes meet Friday night and Saturday every other weekend, September 19, 2014 - May 30, 2015
  • Click here for: Schedule
  • Click here for: Application Form
  • Tuition: $4,200 for six-course program. Tuition payment plan is available. Call 502.272.8161 for more information.

Information sessions:
Will be held on Tuesday, July 15, 2014 at 5:30 p.m.
on the Bellarmine University campus.

WEBINAR: Tuesday, August 14, 12 noon

To RSVP, call 502.272.8161

Questions about the program? Contact Linda Bailey at 272.8161 or lbailey@bellarmine.edu 

  

Bellarmine offers this program in partnership with Kaplan Schweser, a leading financial education provider. Kaplan Schweser's extensive financial planning knowledge and expert instruction are the essential tools to maximize the relationship with your clients and increase your productivity.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Hear what alumnus Mark Lamkin says about the program…

If you would like more information, contact Linda Bailey at 502.272.8161.

Bellarmine University | 2001 Newburg Rd, Louisville KY, 40205 | 502.272.8131 | 800.274.4723

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