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Financial Planning

Overview

Offered since 2003, this accelerated certificate program is designed to meet the challenges faced by financial planning professionals in the brokerage, insurance, accounting, banking and related fields. The Duke University Executive Certificate in Financial Planning Program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. Completion of this certificate program qualifies the student for application for the Certified Financial Planner Examination.

According to the US Department of Labor Statistics (Fall, 2005), employment as a financial planner is expected to grow much faster than average, 27% or more. As people live longer during retirement, and as people take responsibility for their own retirement plans, demand for financial planners will continue to grow faster than average than all occupations.

Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. Covering the 89 job knowledge topics as determined by the CFP Board’s 2004 job analyst study and as the basis for the CFP exam, Duke Instructors present the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethics and professionalism of financial planning.

The courses that comprise this program are:

• The Process of Financial Planning
• Insurance Planning
• Investment Planning
• Income Tax Planning
• Retirement and Employee Benefit Planning
• Estate Planning
• Capstone Case Course in Financial Planning

Program highlights include:

• Convenient alternate weekend format
• Compressed 9 month schedule – click here for schedules
• 216 Hours of live classroom instruction
• Multiple Instructors whom themselves have passed the CFP® exam and are industry practioners.
• Program registered with Certified Financial Planner Board of Standards, Inc.
• Graduates eligible for CFP® Examination
• Certificate earned from Duke University, a recognized leader in educational excellence

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and flame design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Duke University Continuing Studies does not certify individuals to use the CFP®, Certified Financial Planner™ and flame design marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.