Financial Planning Certificate

The role of the financial planner is to help individuals meet their life goals through proper management of financial resources. These professionals can be found working in banks, insurance companies, credit unions, human resource departments, financial consulting companies and private practice.

The Program
The curriculum is designed to provide students with a quality financial planning program that fulfills the educational requirements to sit for the CFP® Certification Examination. The program’s comprehensive approach to financial planning includes study of income tax management, employee benefits, retirement planning, insurance, estate planning and investment.

Summer 2008
11 weeks beginning April 22

• FPC304 — Tax Planning
  Income Tax for Financial Planners 1st Edition By Langdon
  ISBN is 0-9801299-0-7
  Money Education Resource

Registrations are accepted on a first-come, first-serve basis. Payment must be received in full at the time of registration. If you are participating in our Employer Deferment option, I must receive all completed paperwork at the time of registration. The College of Saint Rose accepts payment by check, MasterCard or Visa. You may register by phone with your credit card.

Please feel free to contact me with any questions or to register at (518) 454-5143. I can also be reached by e-mail at hunterj@strose.edu. Thank you!

Coursework
The Saint Rose Financial Planning Certificate program consists of six semester-long noncredit courses. All courses will include CFP® Certification Examination style questions to familiarize students with the concepts of personal financial planning.

• FPC301 Fundamentals of Financial Planning
• FPC302 Insurance Planning
• FPC303 Investment Planning
• FPC304 Personal Income Tax Planning
• FPC305 Retirement Planning and Employee Benefits
• FPC306 Estate Planning

Certification
When a student has successfully completed the education requirement, he or she will be eligible to apply for the CFP® Certification Examination. The certification examination is designed to assess the student’s ability to apply his or her financial planning education to individual situations.

Admission Requirements
Minimum requirements for the Financial Planning Certificate program are:

• A bachelor’s degree from a regionally accredited institution, or;
• Applicants with a minimum of sixty (60) credits at the undergraduate level may be considered, if there is significant alternative experience that indicates a high degree of probability of success.

Cost
Tuition per course is $575.
Registration for courses guaranteed only upon receipt of payments or employer deferment paperwork.

To register please call 518-454-5144 or visit the online form at: www.strose.edu/NoncreditForm

All students must register prior to the first class and payment must accompany registration. Checks should be made payable to The College of Saint Rose.

Please call 518-454-5144 for Mastercard, Visa, Discover payment arrangements. If your employer participates in a tuition reimbursement program please call 518-454-5144 for more information about tuition deferment.

Did you know?
The Financial Planning Certificate program is suitable for anyone currently working in the finance industry who wishes to pursue certification or for those with some background in business or economics who want to enter the field of financial planning.

Noncredit Programs

Send Me More Information

Meet the Continuing Education Admissions Staff

For more information
on the Financial Planning Certificate email or call (518) 454-5143.

To learn more about becoming a CFP® professional, visit www.CFP.net.

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

The College of Saint Rose does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.