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
Michael McCarthy is a serial entrepreneur. He started his first business at the age of 16 and his first three weeks of sales financed his freshman year at New York University. From 1994–2004, he was the #1 Stock Market Timer in the United States and raised $100 million in client assets with an i...
Videos and materials
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.