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UNM Anderson School of Managment | Career & Professional Development
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CFP Certification Professional Education Program

 

Become a Certified Financial Planner

Course: CFP® Certification Professional Education Program
Dates: TBD
Time: TBD
Location: Graduate School of Management
Total Cost of Program: $8,750 per participant.

EPEC’s CFP® Certification Professional Educational Program equips participants with the educational foundation required to pass the CFP Board exam, and to better serve their clients with sound financial advice. This program satisfies the educational component required to sit for the CFP® Board exam, and provides students effective, efficient learning of the topic areas designated by the Certified Financial Planner Board of Standards as appropriate for testing on its Certification Examination. In addition, the program provides students a proper balance of education and means of practical application that bridges the gap between knowledge and practice.

The length and academic requirements for our program will be met primarily through attendance of regular in-class instructor-led classes, combined with online learning lessons, and textbooks.

To learn more about becoming a CFP® Professional, click this link. CFP.net/become-a-cfp-professional

Seven Modules

  • Module 1: Fundamentals of Financial Planning
  • Module 2: Insurance Planning
  • Module 3: Investments Planning
  • Module 4: Income Tax Planning
  • Module 5: Retirement Planning
  • Module 6: Estate Planning
  • Module 7: Capstone
  • Presentations

Parking is the Yale Parking Structure across from UNM's Graduate School of Management. Modules will be held in Anderson's Graduate School of Management. Click here for location information.

Join the CFP Board

Whether you’re just beginning to consider a career in personal financial planning or are completing the final classes of a CFP Board-Registered Program, indicate your interest in CFP® certification by creating a secure online account with CFP Board.

For more information click here.

CFP® Certification Professional Education Program

Who should attend?

  • Those wanting to prepare for the CFP® Exam

Instructors