A university-level program that ensures graduates gain the knowledge, skills and tools to evaluate and manage various wealth forms to optimize their clients' financial situations against personal advisory services' most challenging and complex aspects. The designation is obtained after completing exams in Personal Finance, Investment and Taxation, Insurance and Retirement, Investment and Tax Planning, and Risk Management and Estate Planning.
The Certificate of Achievement – Financial Counseling is awarded after completion of the first three courses in the program and is a step toward the PFP designation.
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Five self-study courses and a comprehensive Financial Planning Integration Activity. Average time to completion is 3 years.
Personal Financial Planner (PFP™)