Financial Advisor Certificate Schools

Do you need to prepare for the Certified Financial Planner (CFP) certification examination? You need to look for an education program that will help you achieve this important distinction.

Financial advisors are also often referred to as financial planners. These professionals assist clients in personal financial matters, be it for retirement planning, investment strategies or insurance opportunities. As a financial planner, you will gather and analyze information in order to give clients sound financial advice to help them make informed investment and retirement decisions.

Whether you are an employee for a financial corporation or a self-employed financial, obtaining the Certified Financial Planner distinction may improve your job prospects. The title is offered through the Certified Financial Planner Board of Standards. While admission requirements for financial planning certificate programs vary from one school to the other, most require applicants to hold a bachelor’s degree. These programs prepare students to sit for the CFP certification exam.

Finding a CFP Education Program

There are numerous colleges and universities offering preparatory classes for the CFP certification exam, with quite a few offering distance learning options.

  • The Northwestern University Certified Financial Planner program offers students with a multiple CFP Board-approved classes to fit their individual work schedules and lifestyle. These programs are geared towards individuals who wish to change careers or long-time planning professionals. Those who prefer to learn in-person or online (instructor-led and self-paced) can do so. There are also weeknight and accelerated weekend programs for busy individuals. In addition, Northwestern University School of Continuing Studies has selected The Dalton Review as the exclusive review for the CFP certification education programs. The review course consists of 36 hours of classroom review instruction, and is taught by outstanding faculty.
  • The American College of Financial Services is a leading provider of CFP certification education. The financial advisor course prepares students to sit for the CFP Certification Examination. This school has passing rates that routinely surpass industry averages. In addition, students earn transferable credits that can be used for other designations. Learning options include Intensive Live Review, Self-Paced Program, and Live CFP Exam Review.
  • The Personal Financial Planning Certificate Program offered by the University of California-Irvine Extension is registered with the Certified Financial Planner Board of Standards, Inc. With the help of this program, students will obtain knowledge and skills that will enable them to provide sound financial advice and quality service to clients. Students who complete the program will be qualified to sit for the CFP Board’s CFP Certification Examination. Graduates will also earn University of California certification which awards the designation of Personal Financial Planner.
  • DePaul’s Financial Planning Certificate Program teaches students to plan, assess and evaluate their clients’ financial future through the development of a comprehensive financial plan. Students who complete the required 6 courses will also be prepared to become professionally certified as a financial planner. This program is certified by the CFP Board of Standards, Inc. and has been widely recognized as an assurance of skills in financial planning since 1999.