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March Design 2009
Certificate Programs CFP Exam Preparation
Successful completion of this course will fulfill the educational requirements to sit for the CFP® Certification exam.
The CFP® certification is deemed gold-standard proof of expertise in the personal financial industry. As such, it sets stringent criteria for the practitioner with a 4-year degree wishing to distinguish him or herself from other financial professionals.
The initial requirements for certification are known as the four Es: examination, experience, ethics, and education. The CFP® Board of Standards requires all applicants who have met the other three Es to have completed both their bachelor's degree and an approved training program.
Our next cohort will begin March 6, 2010, and end December 18, 2010, with a Capstone Review to be held on February 19, 2011. See below for course descriptions (6 modules). You can register through the catalog or use the information on the registration page.
Financial Planning Process and Insurance
March 6 & 20 and April 10 & 24, 2010The course begins with a presentation of the basics that form the foundation of knowledge you need as a working financial services professional. The financial planning process as well as the legal, ethical, and regulatory issues affecting financial planners, and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing you to identify a client's risk exposure and select appropriate risk management techniques.
Topics:
The program fee is $3,995.
Save $100 — Register by Feb. 20, 2010, for $3,895.
For information on group discounts, call (314) 516-5908.
The University reserves the right to cancel any program. In the event of cancellation, you will be notified immediately, and all program fees will be returned. If you must cancel the registration, you are entitled to a full refund only if you cancel two weeks prior to the first class. A $100 processing fee will be assessed for later cancellations up to the first class.
The cost of continuing education is deductible for federal income tax purposes under certain circumstances. Check with the IRS or your tax advisor.
The University of Missouri–St. Louis uses CFP Board of Standards approved study material. It is expected that you will have obtained all your study materials before the beginning of each module. A separate study guide package is available for each of the five modules of the course:
You have four ways to register:
Make checks payable to the University of Missouri–St. Louis.
The UMSL Live Review is a four-day course designed to focus and prepare you to pass the CFP® Certification Examination. Immerse yourself in reviewing the material you really must absorb in order to succeed. You’ve worked hard to qualify to sit for the CFP® Certification Examination. Now, take those last steps to ensure your success and participate Wednesday through Saturday, March 10-13, 2010, in the UMSL Live Review.
