Be ready for the increasingly complex investing, insurance and retirement environment with the Executive Certificate in Financial Planning.
"With a growing demand for qualified personal financial planners, now is the time to become a Certified Financial PlannerTM professional. Whether you're just starting your education, looking to change careers or seeking to improve your professional status, CFP® certification can open the door to more and better opportunities." – CFP Board
Kiplinger recently reviewed 785 jobs and designated 10 high-salary jobs poised for strong growth in the coming decade – including "Personal Financial Advisor" as "Top 10 Best Jobs for the Future." The report cited a 23.8% projected job growth rate for financial advisors from 2016-2026, and noted that "Certification from the Certified Financial Planner Board of Standards enhances an advisor's credibility." - Kiplinger Today, Aug 2017
The University of Tampa’s Office of Graduate and Continuing Studies offers the Executive Certificate in Financial Planning program in collaboration with Kaplan Financial Education, a leading provider of financial planning and education materials having helped more than 13,000 financial professionals pass the CFP® certification examination. The University of Tampa is registered with the Certified Financial Planning Board of Standards Inc. to fulfill the education requirements for CFP® certification.
Access CFP® Board's Career Center
- Convenient alternate weekend format
- Compressed nine month schedule
- "Live" classroom instruction
- Instructors who themselves have passed the CFP® exam and are industry practitioners
- Program registered with Certified Financial Planner Board of Standards Inc.
- Graduates eligible for CFP® exam
- Certificate earned from The University of Tampa, recognized for educational excellence
This program is especially designed for the following:
- Established financial professionals seeking advancement in the industry
- Working professionals seeking a career change to the financial services industry
- Individuals seeking to better manage their assets, accounts and portfolios
- Students who recently received a traditional undergraduate or graduate degree and desire to obtain additional valuable, recognized industry credentials
Classes Sept. 7, 2018 - May 11, 2019
Want more information?
Click on the button below to request to talk in person or by phone with the CFP program director.
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(Location of the classes on the UT campus will be provided when you register.)
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Full payment in advance of the start of your class is required. See below for pricing and payment information.
For information or questions, email CFPprogram@ut.edu.
For a campus map, go to www.ut.edu/map.
Complete Your Education Requirements in as Little as Nine Months
All courses are completed over nine months of rigorous, part-time study with classes held on Friday evenings and Saturdays every other week on the campus of The University of Tampa in downtown Tampa. When you successfully complete the UT-Kaplan program, you receive a certificate of completion from The University of Tampa and are eligible to sit for the CFP® certification examination. Academic credit is not awarded for these classes, and academic credit is not recorded on a transcript provided by the University.
By successfully completing the program, you are preparing to be an informed, competent and ethical financial planner and a leader in the financial planning industry who is able to:
- Apply financial planning knowledge in an integrated approach to real-life financial planning situations,
- Advise individuals, families and small businesses on a variety of complex financial issues and
- Develop and maintain tailored and comprehensive financial plans.
You should plan to complete all courses in the order they are delivered in your cohort for maximum value and for the most efficient preparation for CFP® certification. Since courses are offered only one time per year, missing a course in the cohort series will significantly delay your eligibility to take the CFP® certification exam. A maximum of two years is allowed to complete the certificate requirements.
Passage of the CFP® Exam is not guaranteed
The Certificate in Financial Planning program is designed to cover the key job knowledge topics as determined by the CFP Board. It does not include the CFP® exam. While the Executive Certificate in Financial Planning program is a CFP® Board registered program, it is not an exam preparation program. Passage of the CFP® exam by virtue of completing this program is not guaranteed, and no such warranty is implied or otherwise stated. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
The University of Tampa does not certify individuals to use the CFP®, Certified Financial Planner™ and related 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.