The Department of Finance, Insurance and Real Estate offers an undergraduate Financial Analyst Program certifying that the student has developed the initial understanding of the financial topics included in the CFA Program Candidate Body of Knowledge. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world; enrolling in the Financial Analyst Certificate Program is the first step toward earning this qualification. The CFA® Program curriculum covers concepts and skills a student will use at all career stages, connecting academic theory with current practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. For more information on the CFA, please click here.
The Department of Finance, Insurance and Real Estate offers an undergraduate Certificate Program that meets specific criteria for students who wish to fulfill the education component for obtaining CFP® certification. This financial planning education program is registered with Certified Financial Planning Board of Standards, Inc. to verify that the student has completed coursework covering all 72 topics tested on the CFP® Certification Exam. Taught by experienced and well renowned faculty, the students who successfully complete this program are deemed to have met the Education requirement set forth by the Financial Planning Board and are eligible to sit for the CFP® Certification Examination. For more information on the CFP, please click here.
CFP exam educational requirements
FCBE students can fulfill the CFP exam educational requirements and gain insights into the 72 CFP exam topics by taking the courses approved for the CFP exam educational requirements. Click CFP exam educational requirements for details. The CFP exam is administered by the CFP Board headquartered in Washington, DC. For more details on the exam, please click here.
Although there is significant overlap between the CFP exam educational requirements and FIR Financial Planning certificate, each one is an independent goal and students can target either one separately or both of them together.