CEL Financial Planning

Financial Planning Certificate

Build your financial knowledge and expand your job potential through CFP® certification. Expand your qualifications for your current position in the financial services industry or plan for a career change to one of the fastest growing industries in the United States.

This program is registered with the Certified Financial Planner Board of Standards as an approved education program in preparation for the CFP® Certification Examination.

The CFP® Certification Program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education requirement needed to sit for the CFP® Certification Examination. Whether you are new to the financial services industry or a seasoned professional, this program is designed to be equally beneficial. The program is a sequential six-course certificate program. Our program's schedule allows you to complete your studies in approximately 14 months, while maintaining a full-time job.

Cost of program (six courses including capstone course) is $4,750 (plus books and materials at approximately $1,000). Courses are delivered online.

Courses Descriptions:

Insurance

A study of the basic ideas, problems and principles found in all types of modern day insurance, including fundamentals of insurance contracts, the nature of the insurance institution, and government regulation of insurance.

Investments

A first course in investments designed to develop a successful investment program. Topics include a discussion of economic and industry specific issues, a survey of securities, security analysis and valuation, securities markets, and securities laws.

Introduction to Financial Accounting

An introductory course in financial accounting that utilizes a decision approach for both management and external users. Topics include income measurement, asset and liability determination, financial statement preparation, accounting systems, internal controls, ethics, corporate accounting, and analysis of financial statements.

Retirement and Employee Benefit Planning

3 Hours. In this course students apply retirement planning and employee benefits in personal financial planning. This course is designed to provide students with an understanding of the concepts of the ethical considerations, Social Security, and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distributions options, group insurance benefits, other employee benefits, and analysis of retirement factors.

Estate Planning

3 Hours. In this course students apply estate planning in personal financial planning. This course is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations. 

Professional Financial Planning

The study of the principles, concepts, ethics and applications of financial planning for the professional planner working with individuals, families, or businesses. Analytical procedures will be taught and cases used to illustrate the determination of financial goals, appropriate product selection, and planning process implementation necessary to accomplish goals.

Contact

Dr. Eloy Chavez
Dean
College of Extended Learning
(918) 449-6527
Broken Arrow Liberal Arts 158
chavez02@nsuok.edu


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