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Certified Financial Planner Program

Kaplan College Financial Education

The Pamplin School of Business at the University of Portland in a partnership with Kaplan University School of Professional and Continuing Education are providing the Executive Certificate in Financial Planning.  Students are given an education with industry-leading materials, by world-class faculty who bring experience and results oriented instruction to the classroom.  The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

Webinar for "CFP® Certification: University of Portland Will Help You Succeed"

Click on a date below to Register for an Information Session:                         

More Info Sessions to be announced.

Schedule

Courses begin September 8, 2017. Full schedule can be found here:

2017-2018 Program schedule

Program Cost and Textbooks

Cost of the program is $750 per course, not including class materials (books, materials, etc.)
Information about required textbooks for the program can be found here.

CFP Program and  Exam Preparation Information 

More information regarding program preparation and exams can be found on the Certified Financial Planner - CFP Certification page.

Kaplan Financial Education’s CFP® exam prep program is built and taught by working professionals for working professionals. From the time-based accelerated education program to self-study online courses, Kaplan offers flexible and convenient learning options that allow mastery of the 8 major domains covered on the CFP® exam. Kaplan also offers CFP® exam prep review solutions to help students who have completed the required education stay focused, zero in on critical content for the exam, and learn valuable test-taking tips and strategies.

Register for the CFP Program

Courses

General Financial Planning & Risk Management

Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.

The second part of the course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.  Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability.  It also covers benefits made available to employees by employers - commonly referred to as employee or fringe benefits.  Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

Investment Planning

This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.

Tax Planning

This course reveals effective income tax planning strategies, whether personal or related to an individual's business interests. Topics covered include individual income tax calculations, deductions, the tax characteristics of various business entities, trust and estate taxation, basis of property and cost recovery, property dispositions, passive activity losses, at-risk rules, miscellaneous taxes, interest on deficiencies and refunds, penalties, accounting methods, accounting periods, and tax management techniques.

Retirement Savings and Income Planning

This course deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

Estate Planning

Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Course 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

Capstone Case Course in Financial Planning

The final course of the program will involve case analysis and the integration of the six major areas of personal financial planning, which include:

  • Fundamentals and Ethical Considerations
  • Insurance and Employee Benefits
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning

Contact

University of Portland
5000 N. Willamette Blvd.,
Portland, Oregon 97203-5798

503.943.8000

webmaster@up.edu