Executive Certificate in Financial Planning
OPEN HOUSE INFORMATIONAL SESSIONS
7PM On these dates:
Nov. 11
Dec. 9
Jan. 13
For Information, please contact Susan Love Loughmiller at 310.338.5813, sloughmiller@lmu.edu.
Description
The Executive Certificate in Financial Planning Program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. The program is a nine-month Board-Registered Program offered in partnership with Kaplan Schweser. A CFP* Board-Registered program is a course of study that meets the core knowledge requirements on personal financial planning established by the CFP Board. Topics include: • Fundamentals of Financial Planning and Insurance • Investment Planning • Taxation of Persons, Property and Other Entities • Retirement and Employee Benefits • Estate Tax Planning • Capstone Case Course in Financial Planning.
Increasingly, individuals, families, and small business owners are turning to financial planners as a means to financial security. As the field of financial planning evolves and financial professionals come to play integral roles in the lives of clients, the Executive Certificate in Financial Planning can provide a means to distinguish oneself in the industry and in the eyes of clients.
The field of financial planning is experiencing healthy growth. According to the U.S. Department of Labor Occupational Outlook Handbook (2008-2009), employment opportunities for personal financial advisors are projected to grow by 41 percent, which is much faster than the average for all occupations, from 2006 – 2016.Growth is expected to remain strong as baby boomers retire, financial products develop in complexity, tax laws change, and the industry moves toward regulation.
Structure
The program comprises six courses that focus on both the theory and practice of personal financial planning. The program covers core competencies in insurance, investing, taxation, retirement planning, and estate planning in addition to ethical and professional issues faced by financial planners. See below for a list of courses.
The Executive Certificate in Financial Planning is a cohort program. Admitted students are required to complete all courses in sequence to earn a certificate. Classes meet every other weekend at Loyola Marymount University's Westchester campus. Classes do not meet over holiday weekends.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
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Tuition: $5,000 (excluding books)
TEXTBOOK LIST
Class Meets:
Friday, 5:00pm - 8:35pm
Saturday, 8:45am - 5:00pm
Every other weekend
CLASS SCHEDULE
Continuing Education:
20.5 Semester Units of Continuing Education Credit
ENROLL OR SIGN UP FOR INFO SESSION BY CALLING 310-338-1971
LMU Extension | 1 LMU Drive, Suite 1840 | Los Angeles, CA 90045 | 310.338.1971