Course offerings

New course offerings will begin in January 2015. Please email mackethanj@uncw.edu to be added to our mailing list and be notified once dates are posted.

Registration will open once course dates are announced

Individual modules cost: $750.00

Note: if you cannot pay by credit card, please email mackethanj@uncw.edu for a payment form and instructions for payment by check

Financial Assistance

Visit here for information on payment plans, loans, and more.

Course modules

Our program offers the following seven courses: 

Fundamentals of Financial Planning                      Insurance Planning        Taxation of Individuals Investment Planning Retirement Planning       Estate Planning                 Case Studies

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.

Location

UNCW campus

 

materials

Course fee includes:

  • binder with all course slides and handouts
  • parking
  • 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.

 

 
CFP Program

Certified Financial Planner™

Certification Program

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.

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.

 

Instructor

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.

 

 

 


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