Financial Planning Certificate

Issued by Bryant University Career Accelerator

Earners of the Certificate in Financial planning are prepared to sit for the CFP® exam and for a career in the field of financial management. They have been provided the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth to achieve their goals. They have experience developing personal financial plans and are versed in the interpersonal relationship skills necessary for successful client relationship building.

Type Learning
Level Advanced
Time Years
Cost Paid

Additional Details

Skills

Earning Criteria

Individuals that complete this course have proven their ability to apply the financial planning process to real life situations, as well as their ability to communicate their recommendations to a client in an efficient and professional manner.

Standards

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.