::COURSES

Financial Planning Certificate Program

Information Sessions
Wednesday, February 24, 2010, 6:00 to 7:00 p.m. at Thompson Conference Center 3.108
Wednesday, March 17, 2010, 6:00 to 7:00 p.m. at Thompson Conference Center 3.108
Wednesday, May 19, 2010, 6:00 to 7:00 p.m. at Thompson Conference Center 3.108
For more information or to reserve a seat, contact Alan Pilgrim at 512-471-2924 or apilgrim@austin.utexas.edu.

In the current economic climate, people need more help than ever making the right choices to plan for and protect their financial futures. We live in a society with greater longevity and therefore require more investment advice and sound financial guidance. Who will provide the professional expertise to meet the needs of a growing client base? The U.S. Bureau of Labor Statistics continues to predict faster-than-average growth for financial planners through 2014. The most recent Jobs Rated Almanac ranked financial planning as one of the top-rated jobs in America.

Whether you're currently employed in the financial services industry or want to pursue a career in this diverse and quickly changing profession, this certificate program will provide you with the knowledge and skills you need to help clients meet their financial objectives. And, you will have completed the education portion of the CFP Board of Standards requirements for the CFP® certification. CFP® certification will make you more valuable to your clients and employers. Studies show that over a three-year period the average increase in pay in the year following certification is over 57 percent.

Download the Financial Planning Certificate Program brochure.

• Fundamentals of Financial Planning
• Estate Planning
• Insurance and Risk Management
• Investments
• Retirement Planning and Employee Benefits
• Tax Planning
• Strategies and Case Studies

2009 Summer Graduates

2008 Excellence in Teaching Recipients

FPCP News Archives

Best Small Business to Start: Financial Adviser, Matthew Bandyk, US News & World Report

Working as a Financial Adviser, Sarah E. Needleman, Wall Street Journal

• Financial planners
• Insurance agents
• Retirement plan and employee benefits specialists
• Investment advisors and brokers
• Accountants
• Attorneys
• Bankers
• Trust officers
• Anyone considering financial planning as a career

• Deliver comprehensive financial planning services with an emphasis on high-quality client service
• Satisfy the educational requirements needed to sit for the national CFP® certification examination
• Strengthen your professional network
• Earn a certificate in financial planning from The University of Texas at Austin
• Insurance professionals can complete their state required continuing education credits through these courses (contact the Coordinator for more information)

Core Courses

• Fundamentals of Financial Planning


• Estate Planning


• Insurance and Risk Management


• Investments


• Retirement Planning and Employee Benefits


• Tax Planning


• Strategies and Case Studies

Elective Courses

• Calculator Review, Financial Planning Certificate Program

Coordinator(s)