Certificate in Financial Planning Program

Prepare for CFP® certification

The field of financial planning isn’t going anywhere; in fact, it is experiencing consistent growth as baby boomers retire and individuals, families, and small business owners search for economic security in trying times. How can you distinguish yourself in an already booming industry? You can start by becoming a Certified Financial Planner™ and earning your CFP® credential.

The Certificate in Financial Planning program at the University of St. Thomas is designed to provide the education necessary to pass the Certified Financial Planner™ exam while accounting for the demanding schedules of working professionals. Whether you have years of experience under your belt or are engaging in the fundamentals of financial planning for the first time, our nine-month program will provide you will the tools you need to set yourself apart as a Certified Financial Planner™.

Use the tabs at the top of the page to explore the details of the program and determine if it is the right tool for you to better understand the fundamentals of financial planning while preparing to sit the Certified Financial Planner™ exam. You can earn the respect of your clients and colleagues by participating in our Certificate in Financial Planning program.

The University of St. Thomas is registered with the Certified Financial Planning Board of Standards, Inc. to fulfill the education requirements of the CFP® certification. *

Certified Financial Planner Board of Standards Inc. owns the marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

*The University of St. Thomas does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™, and certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

Program Dates and Times

Certified Financial Planner Board of Standards Inc. owns the marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

*The University of St. Thomas does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™, and certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

Certified Financial Planning Training
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