Bellarmine University / School of Continuing and Professional Studies / Executive Certificate in Financial Planning

Executive Certificate in Financial Planning

Revitalize your career by earning CFP® Certification - the certification that consumers recognize, respect and demand. Bellarmine's Executive Certificate in Financial Planning 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.

Why does CFP® Certification matter?

Earning the CERTIFIED FINANCIAL PLANNER™ professional designation prepares you to be a more accomplished and effective advisor by providing the knowledge, credibility and expertise needed to set you apart. Here are some telling statistics on why CFP® certification matters:

  • Broader Knowledge: 87% of CFP® professionals say they gained more extensive knowledge in a wide range of crucial financial planning topics including Education Planning, Risk Management, Retirement and Income Planning, and Estate Planning through their CFP® certification education; 80% believe certification has made them a better financial planner
  • Credibility: 90% of CFP® professionals believe that certification gives them more credibility in the eyes of their clients
  • Competitive Advantage: 81% of CFP® professionals believe they have an edge over financial planners who do not have CFP® certification
  • Income Potential: CFP® professionals earn up to 80% higher median income when compared with their peers who do not have CFP® certification
  • Career Satisfaction: 91% of CFP® professionals are very satisfied with their career choice; 92% are very satisfied with their decision to pursue CFP® certification

Curriculum

This six-course certificate program is designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Courses include: General Financial Planning Principles; 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 14, 2018 - May 25, 2019

  • Schedule for the Executive Certificate in Financial Planning Program
  • Application Form
  • Tuition: $4,200 for six-course program. Tuition payment plan is available.
  • Call 502.272.8161 for more information.

Information Sessions on Campus

  • Wednesday, June 12 at 5:30 p.m.
  • Thursday, July 12 at 5:30 p.m.

To RSVP, call 502.272.8161.

Online Information Session

  • Wednesday, August 8 at noon

To RSVP, call 502.272.8161.

kaplan logo   

Bellarmine offers this program in partnership with Kaplan Financial Education, a leading financial education provider.

*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 alumna Jessica Tretter says about the program…

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