Masters Certificate in Financial Planning

Program Overview

The Masters Certificate in Financial Planning is a live, instructor-led, Internet delivered financial planning education program, designed to meet the education requirement for the CFP® Certification Examination in only nine months. This accelerated program is taught by experienced and foremost financial planning educators in the country. The University of Miami offers this program in partnership with Dalton Education, the leading provider of financial planning education and materials. Because of Dalton’s extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.

Unlike most distance learning options, the Masters Certificate is not an Internet self-study program. Rather, classes are conducted live, over the Internet. From anywhere in the country, students with Internet access can attend “virtual classrooms” to interact and communicate with instructors and other students using a headset and voice-over-IP technology. All the live classes are also recorded and available for playback.

Benefits of the Program

  • Complete the education requirement for the CFP® certification examination in only 9 months.
  • Gain a thorough knowledge of financial planning through a rigorous curriculum designed not only for passing the CFP® certification exam, but also for successful real-world application.
  • Learn from the best instructors in the country, including former members of the CFP Board of Examiners.
  • Attend regularly scheduled live classes or listen to recorded lectures at a time that is more convenient for you.

Information Session On Demand

Please note: Our On-Demand info session runs through Blackboard Collaborate, which requires Java and may be blocked by your browser. If you don't see the video, look for a browser pop-up message and click "OPEN" in Internet Explorer or "KEEP" in Google Chrome.

Application
To register for the program, complete an online application form at: http://umiami.dalton-education.com/
Download an enrollment form

Questions
For more information please visit, http://umiami.dalton-education.com/, call (877) 426-2373 or email info@dalton-education.com.

Register today!

As a Live Online student, you will:

  • Gain a thorough knowledge of Financial Planning through a rigorous curriculum designed not only for passing the CFP curriculum, but for successful real-world application.
  • Learn from the best instructors in the country, including former members of the CFP® Board of Examiners.
  • Complete the education requirement for the CFP® Certification Examination in only nine months.
  • Gain instant credibility and trust from prospective clients with a certificate in financial planning from The University of Miami.
  • Attend regularly scheduled live classes or listen to the archived version at a time that is more convenient for you.
  • Take class from the convenience of your home or office. No need to travel, fight traffic, worry about parking, or leaving work early to attend class.
  • Communicate with instructors and other students using a headset or just listen using your computers speakers. Private and public text chatting is also available.
  • Customized learning where students can spend more or less time in a particular subject by utilizing our Pre-Study Archived Lectures.

 

FINANCIAL PLANNING FUNDAMENTALS AND INSURANCE

The first half provides an introduction to financial planning and background information necessary to succeed. This includes coverage of regulatory and ethical requirements, the economic environment, budgeting and personal use asset management. The second half of the course covers insurance planning from a financial planning orientation, including life insurance, health insurance and property insurance.

No Scheduled Classes