Certified Financial Planner Certificate Program

The Department of Finance, Insurance and Real Estate offers an undergraduate track in financial planning that meets the 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.

We offer the only on-site CFP Board (Washington DC) recognized program in Memphis and surrounding areas. 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. Career Opportunities This Financial Planning Certificate program will help students to develop the needed skills to pursue career opportunities in the financial services industry.

Career Opportunities

Financial Planners, Accountants, Bankers, Attorneys, Stock Brokers, Investment Advisors, Insurance Producers, Retirement or Benefits Professionals, Other related Professionals and Career Changers.

Program Requirements

These 6 course (a) cover the 72 CFP exam topics and makes them eligible to sit for the exam (b) also count towards their FIR degree and (c) a departmental certificate indicating completion of the track:

• ACCT 3510 - Federal Income Tax I
• FIR 3410 - Financial Management
• FIR 4870 - Risk Management
• FIR 3710 - Investments
• FIR 4011 - Retirement and Estate Planning
• FIR 4620 - Cases in Financial Planning
• In addition, following electives are recommended for strengthening your knowledge base: ACCT 2010, ACCT 3130, FIR 3720, FIR 3310, MGMT 3510.

Students have a 3-in-1 opportunity (Finance Degree, CFP exam education requirements eligibility, Departmental certificate indicating track completion).

 

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