Certified Financial Planner Program

Certified Financial Planner Program

Ready to supercharge your career?

Whether you’re looking to invigorate your existing financial planning career or start a new one altogether, Barry University’s Certified Financial Planning program is exactly what you’re looking for. This accelerated certificate program is designed for both experienced professionals who want to advance their careers and those entering the field for the first time.

In partnership with Kaplan, Barry’s Financial Planning Program:

  • Is taught by working professionals
  • Gives a solid foundation for understanding types of financial circumstances and options
  • Offers flexible and convenient learning modalities
  • Satisfies the educational requirements to sit for the Certified Financial Planner® (CFP®) Certification Examination
  • Gives students the knowledge and skills to master the 8 major domains covered on the CFP® exam

The insight gained through Barry University’s Financial Planning program will give you the preparation and confidence required to earn your CFP Certification, and the skills and knowledge to set you apart amongst fellow financial planners.

How can the CFP® certification improve my financial planning career?

The CFP® mark is the best-known credential for financial planning professionals. According to a recent study of CFP® professionals, 85% of respondents are very satisfied with their career in financial planning, and 91% of them would recommend other financial planners to earn the CFP® certification. Students who earn the CFP® certification gain a complete of financial planning that leads to better advice, which results in more trusting, more satisfied clients. This prestigious certification signifies to potential clients that a financial planning professional has demonstrated a dedication to learning, has a firm understanding of successful financial planning strategies and goals, and will act as their clients’ advisor, coach, and council.

What are you waiting for?

Let us know how we can help you take your financial planning career to the next level! If you have questions or need more information about Barry’s Financial Planning Program, email us at CE@barry.edu, or call 305-981-5148.

Register Today!


Courses

The following courses include the registered program alignment of 89 topics from the CFP Board’s Financial Planning Topic List.

CCP 173 General Financial Planning Principles

Introduction to the concepts and profession of financial planning, including decision-making processes, regulations and licensing, ethics, the economic environment, and more

CCP 174 Insurance Planning

Acquaints students with the principles of risk management and the various forms of insurance, including casualty, fire, home, life, auto, health, and disability

CCP 175 Investment Planning

Uses a portfolio project to introduce risk-return concepts, debt and equity securities, and options and future contracts to evaluate an array of financial instruments

CCP 176 Income Tax Planning

In this course, you will learn the fundamentals of Board and volunteer development as well as recruiting, effective communication, and retention.

Credits 0.5 CEUs

CCP177 Retirement Planning

Considers both employer- and government-sponsored methods of saving for retirement as well as how to determine retirement savings needs for individuals

CCP 178 Estate Planning

Presents the challenges raised by tax codes of distributing excess wealth, and examines various estate-planning techniques such as trusts and marital and charitable deductions

CCP 179 Capstone: Financial Plan Development

Brings together program learnings from all courses to create a specific financial plan that reflects the knowledge and ethics required of the profession

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


CFP Certification

Barry University is registered with Certified Financial Planner Board of Standards, Inc. (CFP Board) to provide the educational requirements for financial professionals to obtain the CERTIFIED FINANCIAL PLANNER™ Certification. This program provides the participants with a broad knowledge in financial planning and satisfies the educational requirements to sit for the CFP® Certification Examination.

Requirements For The CFP® Certification

Students who successfully complete the program will have met the prerequisite education requirements that allow them to apply for the CFP® certification exam. In addition to this requirement, passing the CFP® Certification Examination plus fulfilling experience, undergraduate degree, and ethics requirements can lead to certification by the CFP Board, granting the individual the right to use the CFP®, Certified Financial Planner™ and CFP (with flame design) ® certification marks.

For detailed information regarding requirements for the CFP® certification, please read the Guide to CFP® Certification. For more information regarding CFP Board policies and procedures, students should contact CFP Board at 800-487-1497. Please note that each student must submit their own application by the set deadline to sit for the CFP exam.


Schedule


Cost & Registration

Cost

  • In Person Program Registration cost: $5,300
    (does not include books and materials)
  • Online Program Registration cost: $850.00 per course for 1st 6 courses and $1,050.00 for 7th course, the Capstone.
    (includes e-books with course purchase)

Register Today!

Tuition for each course must be fully paid at the time of registration.

Traditional college credit is not granted for most CE courses; however, a Certificate of Completion is awarded.

To receive your Certificate of Completion, full participation is expected. Participants must be present at each course and be in attendance through the specified time frame in order to receive the Certificate of Completion at end of the course.

Cancellations

A request to cancel or withdraw from the course must be made in writing no later than seven days after the course start date.

If we are asked to bill a company and the registrant does not attend, the company will be billed unless the registration is cancelled in advance.

Barry University reserves the right to cancel any class because of insufficient registration.


Textbooks

In-Person Program:

Students are responsible for ordering their materials prior to each course. Click here to view the textbook list for the 6 courses within the program.

Click here to view and order your materials.

Online Program

E-books with course purchase (upgrade to print books or both for $79 fee)

  • Courses 173/174-178: E-book with supplemental reading
  • Course 179: materials provided within online course

Contact Us

For more information, please contact us at CE@barry.edu, or call 305-981-5148.