The Leeds School of Business Personal Financial Planner Certificate Program is designed for both financial service professionals who seek to acquire additional skills for serving the needs of their individual clients and career-changers who seek to acquire the knowledge necessary to effectively transition into the profession. Successful program completion will provide eligibility to sit for the prestigious CFP® Exam.
Expanded career options
Greater personal and job satisfaction
Opportunity for job promotion
Ease of transition into the field
New skills to re-energize your career
1 General Principles of Personal Financial Planning and Insurance
2 Personal Income Taxation
3 Investments and Portfolio Management
4 Retirement Planning
5 Estate Planning
6 Personal Financial Plan Development (Capstone)
A certificate program designed for your success
Faculty-led online delivery
Each of the six courses in this CFP Board Registered Program is delivered over 11 weeks, with weekly faculty-led Zoom classes. All are taught by faculty with an advanced academic degree and extensive industry experience and certification. The focus of this program is on teaching the content that you will need to pass the CFP® Exam, and the weekly, faculty-led instruction focuses on exam and direct client application.
Active online classroom
You will be actively engaged in your learning. During the live chats, you will be encouraged to ask questions and share professional experiences and invited to take the microphone and walk the class through a CFP® exam-type question. Together the material is learned and connected to prior knowledge. The asynchronous content includes pre-recorded content that has been optimized for viewing on hand-held devices and online assessments with immediate detailed feedback.
Numerous academic studies confirm that cohorts (i.e., everyone starts and finishes the program together) enriches the learning experience because of associated feeling of support, inclusiveness and community. You will develop a strong network with your cohort members, most of whom are working full time within the financial-services industry.
The entire program is designed to provide maximum flexibility for working professionals. While the flow of content is organized with a weekly pace, you determine when it is most convenient to engage in the weekly learning activities, including pre-recorded lectures, readings and online assessments. In the event you are unable to attend the weekly faculty-led class, then you have the ability to listen to the archived recording.
A major challenge of the CFP® exam is the sheer breadth of testable content. In this certificate program, an exam prep review is included in the price. The combination of review and application within Capstone, followed by our own intensive review sessions, will help to thoroughly prepare you to sit and pass the rigorous six-hour exam.
Pricing & Registration
*Inquire about how your company can become a program partner to receive special pricing. Each class is paid separately, rather than as a lump sum.
Live Class (Zoom) Scheduled Once a Week
Times: 6-8:00 p.m. MT
August 23 - November 7, 2021
Introduction to Personal Financial Planning & Insurance
November 15 - February 13 2022 (includes two-week Christmas/New Year Break)
February 21 - May 8
May 16 - July 31
August 8 - October 23
October 31 - January 27 2023 (includes two-week Christmas/New Year Break)
Personal Financial Plan Development (Capstone)
January 30 - February 26
Leed’s CFP® Exam Prep Review (multi-day)
CFP® Exam (select any one day)
Harry Starn, MS, CFA, CFP®