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Become a CERTIFIED FINANCIAL PLANNER™ Professional

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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.
  • 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.

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