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Certified Financial Planner
Take your career to the next level by earning the standard-of-excellence certificate in financial planning. Purdue's online Certified Financial Planner program fulfills the educational requirements to sit for the CFP® certification examination. The program includes six courses that cover the knowledge and skills needed to complete the Certified Financial Planner® exam successfully.
- Fundamentals of Financial Planning and Insurance, the basics that form the foundation of knowledge students need as working financial services professionals.
Investment Planning, an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, among other things.
- Income Tax Planning, an introduction to individual income tax fundamentals and the calculation of income tax as well as tax issues surrounding business entities.
Retirement Planning and Employee Benefits, an introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits.
- Estate Planning, the basics that form the foundation of knowledge students need in the estate planning process including wills, the probate process, gift and estate taxes, planning techniques to reduce an individual’s tax liability, and more.
- Capstone course, a project where students synthesize and apply elements of comprehensive financial planning and the functions of the financial planning process, applying the Certified Financial Planner Board’s practice standards.
Drops and Refunds
Learners may drop the course/withdraw their registration from a course and receive a full refund prior to the start of the class. After first day of class, no refund will be issued for dropping enrollment.
- In the case of extenuating circumstances, exceptions to the drop/refund policy may be made on a case-by-case basis.
Failure on the part of the learner or company to notify Purdue of a decision to drop an enrollment does not equate to an automatic refund.
Should Purdue decide to discontinue any course in which a Learner or company has unused purchased enrollments the remaining balance will be refunded to the payment source.
Registration in this course is subject to the Purdue Online Non-Credit Policies.
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