school of continuing & professional studies




Accelerated Executive Certificate in
FinAnCiAl PlAnning
accelerated executive certificate in financial planning

According to the U.S. Department of Labor 2006-07 Occupational Ou...
accelerated executive certificate in financial planning


course descriptions:                                            ...
frequently asked questions

  what is the process of attaining                  experience is required. The required work ...
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FinAnCiAl PlAnning

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  1. 1. school of continuing & professional studies Accelerated Executive Certificate in FinAnCiAl PlAnning
  2. 2. accelerated executive certificate in financial planning According to the U.S. Department of Labor 2006-07 Occupational Outlook Handbook: “Overall employment of financial analysts and personal financial advisors is expected to increase faster than average for all occupations through 2014. Personal financial advisors will benefit even more than financial analysts as baby boomers save for retirement and as a generally better educated and wealthier population requires investment advice. Financial analysts and personal financial advisors who have earned a professional designation are expected to have the best opportunities.” program overview partnership The financial planning field is experiencing tremendous growth from both financial professionals and those who are new to the field. In order to meet the challenges faced by financial planning professionals, it is becoming increasingly important to develop the necessary skills and knowledge to help clients manage their risks and achieve their goals. Bellarmine offers this program in partnership with Kaplan Financial. Because of Kaplan Financial’s extensive experience Bellarmine University’s Accelerated Executive Certificate in providing financial planning education, students participate in Financial Planning program has been designed for in an efficient and effective learning environment. Nationwide, professionals in the brokerage, insurance, accounting, Kaplan Financial has helped more than 13,000 financial banking, and related industries. Whether you are new to professionals pass the CFP® Certification Examination. the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. about bellarmine university An outstanding faculty presents the material in a manner that is clear, concise and understandable. The program will focus Bellarmine University is a vibrant community of educational on the technical aspects, practical application, ethics and excellence and ethical awareness that consistently ranks professionalism of financial planning. among the nation’s best colleges and universities. Our students pursue an education based in the liberal arts – and Bellarmine’s financial planning curriculum is registered with in the distinguished, inclusive Catholic tradition of educational Certified Financial Board of Standards, Inc. Students who excellence, the oldest and most rewarding in the western successfully complete the Executive Certificate will be eligible world. It is a lifelong education, worthy of the university’s to sit for the CFP® Certification Exam. namesake, Saint Robert Bellarmine, and of his invitation to each of us to learn and live in veritatis amore – in the love of all that is beautiful, true and good in life. Certified Financial Planner Board of Standards, Inc. owns the certification CFP®, Certified Financial Planner™, and federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  3. 3. accelerated executive certificate in financial planning course descriptions: program structure Fundamentals of Financial Planning and Insurance Planning The Accelerated Executive Certificate in Financial Planning is a This course introduces students to the theory and practice of sequential six-course certificate program that meets on Friday financial planning. Students receive an overview of specific night and Saturday, every other weekend. Students can expect areas of financial planning. In addition, the course presents to complete the program in nine months. Refer to our website topics on the concepts of time value of money, education and for the most current schedule: www.bellarmine.edu/ce. retirement funding, and insurance planning. admission criteria Investment Analysis and Portfolio Management Individuals must have a bachelor’s degree in order to be This course introduces investment strategies, portfolio CFP® certified. allocation theory and application, debt and equity securities, and portfolio management strategies. It emphasizes the application procedures importance of determining a client’s risk tolerance and goals Call 502.452.8161 to receive an application form or download and managing an investment portfolio that incorporates a the form at www.bellarmine.edu/ce. Resume is required with client’s level of risk while achieving financial goals. application. Taxation of Persons, Property and Other Entities tuition This course focuses on the federal income tax system. Topics Tuition for the six-course curriculum is $4,200. Tuition does not include: gross income inclusions, exclusions, deductions, include books and materials. exemptions and credits. This course considers the income taxation of individuals, sole proprietorships, partnerships, certificate LLC’s, and corporations (including S corporations). Upon successful completion of all required courses, participants receive a certificate of completion from Bellarmine Retirement and Employee Benefits University. This course includes the comprehensive study of qualified and non-qualified retirement plans, other tax-advantaged program faculty plans, and employee benefits. In addition, this course presents In conjunction with Kaplan Financial, Bellarmine University has an overview of the Social Security, disability and healthcare assembled an outstanding faculty. All faculty in the Accelerated programs. Executive Certificate in Financial Planning program have advanced degrees and certifications and are experienced Estate Tax Planning professionals in their respective fields. This course provides students with an introduction to estate planning and the taxation of estates for the purposes of additional information financial planning. Overall tax implications of gifts and Visit www.bellarmine.edu/ce or call 502.452.8161 for more bequests are presented in a manner that provides students information about programs offered through the School of with taxation avoidance and minimization techniques to be Continuing and Professional Studies. used when planning a client’s estate. Cases in Financial Planning Students examine the financial condition of individuals or families in a real-world application of the financial planning topics that have been covered in the previous five courses. Students have the opportunity to develop a financial plan and present their recommendations. Bellarmine University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame design)® certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
  4. 4. frequently asked questions what is the process of attaining experience is required. The required work how do i renew my certification? cfp® certification? experience can be gained either before Once you have been authorized to use To become certified, you are required to or after successfully completing the CFP® the CFP® marks, you must meet CFP meet the following four initial certification Certification Examination. Board’s renewal standards to continue requirements (known as the four “Es”): Ethics to use them. You will be required Education CFP® certification requires you to agree to complete 30 hours of continuing The Education requirement can be to abide by CFP Board’s Code of Ethics education every two years: 28 hours in fulfilled by successfully completing and Professional Responsibility and the accepted financial planning topics and Bellarmine’s Certificate in Financial Financial Planning Practice Standards. A two hours from a pre-approved program Planning program. background check will also be conducted. on CFP Board’s Code of Ethics and Professional Responsibility or Financial Examination what is the time commitment Planning Practice Standards. The CFP® Certification Exam assesses required for study outside of the your ability to apply your financial classroom? i have already completed some planning knowledge to client situations. courses in a self-study program. The 10-hour exam is divided into three Depending on the student’s previous experience and education, a student can will i receive credit for these separate sessions. All questions are courses? multiple choice, including those questions expect to spend at least 1-2 hours outside related to case problems. The exam is of the classroom for every hour in the Bellarmine University will allow students administered three times a year – classroom. to transfer up to two courses from generally on the third Friday and Saturday another CFP Board-registered program. of March, July and November at about how long is the program and how In addition, Bellarmine will offer a tuition 50 domestic locations. The application much does it cost? reduction of $500 for each course deadline is approximately seven weeks This is a nine-month program consisting that successfully transfers. If granted prior to each exam date. Information of six courses: Fundamentals of Financial an exemption from a course, you are about the examination process can be Planning and Insurance Planning, still encouraged to attend classes and obtained at www.cfp.net. Investment Planning, Income Taxation complete class assignments. Experience and Tax Planning, Retirement and Employee Benefits Planning, Estate For additional information: Because CFP® certification indicates to • visit www.bellarmine.edu/ce the public your ability to provide financial Tax Planning, and Cases in Financial Planning. Classes meet on Friday • email lbailey@bellarmine.edu planning without supervision, CFP Board • call 502.452.8161 requires you to have experience in the evening and Saturday, every other financial planning process. At least weekend. Tuition for the program is three years of qualifying full-time work $4,200. Tuition does not include books and materials. Non-Profit School of Continuing & Professional Studies Organization 2001 Newburg Road U.S. Postage Paid Louisville, KY 40205 Louisville, KY Permit #118

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