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Financial Planning

Elevate your financial expertise with continuing education courses in financial planning offered by the ºÚÁϳԹÏÍø School of Business. Designed for professionals seeking to enhance their knowledge and skills, our programs cover critical topics such as retirement planning and more.

Whether you're pursuing certification as a financial planner or aiming to stay ahead in a competitive industry, our courses combine practical insights with expert instruction to help you excel.

Learn more about our classes:

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Education Program

The CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Education Program is designed to broaden the financial skills and career options of professionals working in the financial services industry. It prepares participants for the CFP® exam while strengthening expertise in key areas of financial planning and meeting the education requirements set by the CFP Board.

Rejuvenate Your Retirement®

Rejuvenate Your Retirement® is designed specifically for retirees aged 65 and above. This course helps you manage your finances and lifestyle to ensure a secure and fulfilling retirement. With today’s longer lifespans, market volatility, and healthcare costs, having a clear plan is more important than ever.

Retirement Planning Today®

Retirement Planning Today® is a comprehensive course designed for adults aged 50 to 70 who are ready to take control of their financial future. Whether you're planning for a comfortable retirement or trying to make up for lost time, this course will give you the tools, strategies, and knowledge to make informed financial decisions.

Upcoming Financial Planning Courses

Click the “+†sign next to the Financial Planning course category. This will expand to show all available course schedules and details like dates, location, and fees. Click "Add to Cart" to register. *** System Downtime Notice: The payment system for course registration will be unavailable from Friday, June 27 at 5 p.m. through the morning of Monday, July 1 for fiscal year-end processing. Payment and final registration will not be available during this time. ***

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    • School of Business: Financial Planning
      Retirement Planning Today 7/8 & 7/15-Single Registrant
      $59.00
      BACE-RP200_3F2F
      Course is open with 22 places left.
      Retirement Planning Today 7/8 & 7/15-Registrant + Guest
      $94.00
      BACE-RP200_4F2F
      Course is open with 27 places left.
      Retirement Planning Today 7/17 & 7/24 Single Registrant
      $59.00
      BACE-RP200_5F2F
      Course is open with 26 places left.
      Retirement Planning Today 7/17 & 7/24 Registrant + Guest
      $94.00
      BACE-RP200_6F2F
      Course is open with 29 places left.

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    94
    Retirement Planning Today 7/8 & 7/15-Single Registrant
    $59.00
    BACE-RP200_3F2F
    Course is open with 22 places left.
    Retirement Planning Today 7/8 & 7/15-Registrant + Guest
    $94.00
    BACE-RP200_4F2F
    Course is open with 27 places left.
    Retirement Planning Today 7/17 & 7/24 Single Registrant
    $59.00
    BACE-RP200_5F2F
    Course is open with 26 places left.
    Retirement Planning Today 7/17 & 7/24 Registrant + Guest
    $94.00
    BACE-RP200_6F2F
    Course is open with 29 places left.

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