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Become a CERTIFIED FINANCIAL PLANNER™ Professional

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305-284-4000
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The Personal Financial Planning Program offered by the University of Miami is a program designed to prepare students to perform high-quality comprehensive financial planning services to individuals in the areas of investments, insurance, retirement plans, income taxes and estate taxes. The curriculum is modeled after the topic areas in which proficiency must be demonstrated in order to earn the CERTIFIED FINANCIAL PLANNER™ certification. Completion of this program fulfills the education requirement of the CFP Board. Students must fulfill the other requirements of the CFP Board in order to use the CERTIFIED FINANCIAL PLANNER™ mark, including passing a comprehensive national examination, completing sufficient work experience and adhering to a code of ethics.

In today’s complex financial market there is a significant demand for knowledgeable financial planners who have earned the CERTIFIED FINANCIAL PLANNER™ certification. The University of Miami’s comprehensive Personal Financial Planning certificate program will prepare you to pass the rigorous CFP® exam. Students will be able to enjoy the following benefits associated with the program:

Central location
- Classes are held on the UM Coral Gables campus.
Convenient evening hours
- 6pm-9:30pm weekdays
Great Price
- Tuition is $749 (books not included).
Easy registration
- We accept all major credit cards or checks.

Register online (credit card only)
Or download our registration form and fax it to (305) 284-6279

One-year Program
- Course can be completed in one year (two classes per semester) or in two years (one class per semester)
Access to UM facilities
- Students are entitled to use UM's state-of-the-art Richter Library.

What courses do I need to take to become a Certified Financial Planner™?

You must successfully complete all six courses to be eligible to take the CFP® Certification Examination

PFP-501	Financial Planning Fundamentals and Insurance	Spring 2008
PFP-502	Income Tax Planning	Fall 2008
PFP-503	Employee Benefit And Retirement Planning	Summer 2008 / Fall 2008
PFP-504	Investment Planning	Fall 2008
PFP-505	Estate and Gift Tax Planning	Summer 2008
PFP-506	Comprehensive Financial Planning Prerequisites for 506: All other PFP courses (501, 502, 503, 504, 505)	Fall 2008
Note: 501, 502, 503, 504, 505 can be taken at any time. However, 506 must be taken after succesful completion of the aforementioned courses.

The University of Miami does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks. Only the CERTIFIED FINANCIAL PLANNER™ Board of Standards grants CFP® certificates and licenses to those persons who, in addition to completing an education requirement such as this CFP® Board Registered Program, have met its ethics, experiences and examination requirements.

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 CFP Board’s initial and ongoing certification requirements.