The CFP ® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER ™ Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). As a CFP Board-Registered Program, successful completion of our curriculum satisfies the CFP Board’s education requirement, allowing an individual to sit for the CFP ® Certification Examination. For more information regarding the Exam, please visit https://www.cfp.net/
Format:Date/Hours:
Oct. 30, 2024 - Jan. 29, 2025
7:00pm - 8:30pm (Mon.)
7:00pm - 10:30pm (Wed.)
45 Hours
4.5 CEUs
The Certified Financial Planner Certification Program (CFP ® ) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The benefits of Florida Atlantic University’s Certified Financial Planner Certification (CFP ® ) Program include:
This course is designed to satisfy the CFP Board’s Financial Plan Development course requirement and to help the student to acquire the professional knowledge necessary to create and communicate effective financial plans to clients.
The course seeks to refine and develop the specific job skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. A secondary goal of the course is to reinforce knowledge obtained in the core financial planning courses for the 70 topics covered on the CFP Certification Examination.
This course will require the student to engage in critical thinking and decision-making skills about personal financial management topics in the context of the financial planning process in general and specifically in the analysis of case studies. Each student will finish the course with a short oral presentation of his or her analysis and recommendations of one component of a financial planning case.
This course is designed to be taken as the final required course in the Florida Atlantic University CERTIFIED FINANCIAL PLANNER™ Professional Certification Program.
According to Glassdoor, January 2024, the average CFP ® professional earns total annual compensation of $114,343 with a low at the 25th percentile of $86,000 and a high at the 75th percentile of $154,000.
Specific requirements for qualifying for the Certified Financial Planner (CFP®) credential include:
For more information regarding the CFP ® Certification Examination, please visit https://www.cfp.net/
BOOKS AND MATERIALSText Book: Not included with course fee. Grable, John E., Ronald A. Sages, Michelle E. Kruger, The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 5th Edition. Erlanger, KY: The National Underwriter Company. Purchase online and receive a 15% discount click HERE. The discount code is JC25. You can also order by phone by calling Jay Caslow at 1-800-543-0874 x 2707.
AFFILIATION
Florida Atlantic University does not certify individuals to use the CFP ® , CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ® ; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Eric Smith has taught CFP courses at FAU since 1995. He has also taught courses as an adjunct for the University of Miami and The College for Financial Planning.
Benjamin London currently is a Sales Vice for Capitas Financial, INC. in the South Florida market.
With more than 17 years of experience, Ben is an accomplished Insurance, Estate, & Financial Planning professional. Ben is A member of the Morgan Stanley Smith Barney Insurance Specialist Team. His key responsibility is to provide unbiased insurance and Estate planning solutions to the Firm’s clients.
Prior to joining Capitas, Ben served as the Managing Senior Sales Vice President for Highland Capital Brokerage, Inc. and was responsible for the creation and management of the Highland’s South Florida operations.
Ben is a proud alumni of Florida Atlantic University where he earned an MBA at the Graduate School of Business. Ben holds many key industry designations including Chartered Life Underwriter, Chartered Financial Consultant, and the Certified Financial Planner ® designation. Ben has been an adjunct Professor for Nova Southeastern University, Barry University, and currently is the Estate Planning and Insurance Planning instructor for Florida Atlantic University’s Certified Financial Planner ® designation program.
Ehab Abdalla has taught CFP courses as part of the PMD program at Merrill Lynch. He has also taught courses as an adjunct for Johnson & Wales University.
Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001. Carl has also been the National Board Director of the Financial Planning Association (FPA) since January 2013.
