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Financial Planning

Certificate Description

Individual Course / Elective Schedule

 

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M3 Certificate Programs

Certificate in Financial Planning

 

DESCRIPTION

This accredited 5-course program is sponsored by Marquette University in educational alliance with the UFG Institute for Professional Education. An undergraduate degree in accounting, business, economics or finance is advantageous but not required. Courses can be taken in any order, as no course is a prerequisite for another. Individuals may take a single course or attend the entire series in pursuit of a non-credit Certificate of Completion in Financial Planning.  To register for this program individuals interested should contact the UFG Institute for Professional Education in Illinois at (630) 369-8003 or check their website at www.ufgedu.com

Note:  Registrations must be submitted

2-weeks prior to the start of class.

 


 

CREDITS & CERTIFICATES

Each core course can be used by CPAs, EAs, CLUs and CFPs for 30 hours of classroom CPE credit. Letters of Completion are provided for each course and a Program Completion letter is provided at the conclusion of the 5-course program.

 


 

ACCREDITATION

The Marquette University Certificate in Financial Planning is a CFP Board-Registered program, completion of which fulfills an individual's education requirement for CFP® certification.  For a complete discussion of all the requirements necessary to become a CFP® Certificant call the CFP Board in Denver at (303) 830-7500 or see their website at www.cfp.net


 

Click here for course schedule information.

 

Certified Financial Planner Board of Standards, Inc., owns the mark CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Marquette University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo)®.  CPF 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.

Marquette University: Be the Difference.