Hybrid--Class meets every other Tuesday 6:00-9:30pm (other sessions via UNCW Blackboard online)
March 3, 2015-February 23, 2016
For full schedule, click here.
Individual modules cost: $750.00. You may register for individual modules that interest you, or the full program if planning to sit for the exam.
Note: if you cannot pay by credit card, please email email@example.com for a payment form and instructions for payment by check
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Our program consists of the following seven courses:
- Fundamentals of Financial Planning
- Principles of Insurance
- Principles of Investments
- Principles of Individual Taxation
- Retirement Planning and Employee Benefits
- Estate Planning
- Case Studies in Financial Planning
All registered programs must cover all assigned topics and meet for a minimum number of contact hours. How the topics are arranged into courses is a matter of program preference.
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Course fee includes:
- all course slides and handouts
- certification letter upon individual module completion
- Note: students must purchase required texts on their own before the start of each module. Texts are available from The American College and can be purchased here.
Certified Financial Planner™
Financial planners are being utilized more frequently in the planning efforts of those trying to achieve their short-, medium-, and long-term financial goals. Certainly there is no guarantee that planners with or without the CFP® certification will be effective in any given investment situation. However, clients can rest assured that those planners with the CFP® certification have completed a minimum of at least 240 contact hours of classroom instruction, have validated that education by passing a rigorous 10 hours of standardized examinations, subscribe to a professional Code of Ethics, and achieve 30-hours of continuing education every two years.
For more information about our program, please visit here.
Please visit the link below for more information about the Certified Financial Planner Board of Standards.
The UNCW Certificate in Financial Planning is registered with Certified Financial Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. UNCW does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame logo); certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those people who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements. Please visit www.cfp.net for more information on the examination requirements.
Dr. Bill Sackley has been a Professor of Finance at Cameron since 1999. Prior to joining the faculty, he was on the faculty at the University of Southern Mississippi. He was awarded the Chartered Financial Analyst (CFA) designation in 1996. His areas of expertise include Bank Management and Credit Analysis.