Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.
Who should attend
The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.
About the course
Financial Plan Development requires the integration and application of your knowledge of financial planning topics from the previous five courses. This course will teach you to apply and communicate what you've learned through a written financial plan and oral presentation. You'll work primarily with cases financial planners encounter in real-world practice.
This 11-week course is the sixth module in the Financial Planning Certificate Program and is offered throughout the year on DePaul's Loop campus and online.
- General Principles of Financial Planning
- Communication Skills
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning and Employee Benefits
- Estate Planning
In her thirty-plus year career as a financial educator, Carla Gordon, CFP®, MSFS has enabled thousands of candidates to pass rigorous licensing and designation examinations including the Certified Financial Planner (CFP® ) Examination. As an exam instructor, Carla is known for her ability to simp...