Rice University logo
 
     
Susanne M. Glasscock School of Continuing Studies
 

  • Become a CERTIFIED FINANCIAL PLANNER™ Certificant

    CFP ClassroomAccording to the U.S. Bureau of Labor Statistics, “personal financial advisors are projected to grow by 30 percent over the 2008–18 period, which is much faster than the average for all occupations. Growing numbers of advisors will be needed to assist the millions of workers expected to retire in the next 10 years. Many companies also have replaced traditional pension plans with retirement savings programs, so more individuals are managing their own retirements than in the past, creating jobs for advisors. The growing number and assets of very wealthy individuals will help drive growth of private bankers and wealth managers.”  

    MSN recently ranked CFP® certification as one of the top six in-demand job certifications in this article.  

    Benefits of Attending Rice’s CFP Graduate Certificate Program

    • Can be completed in nine months with a convenient weeknight/weekend schedule.  
    • Fulfills the education requirement to sit for the CFP® Exam. This program is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). 
    • Trains professionals to plan, assess and evaluate a client’s financial future through the development of a comprehensive financial plan.  
    • Can be useful in managing your personal financial planning needs even if you are not planning to sit for the CFP® Exam. 
    • Taught by instructors who are experts in a variety of financial planning areas, including insurance planning, investment planning, income tax planning, retirement planning, employee benefits and estate planning.  
    • Receive a certificate of completion from Rice University upon successful completion of the program, in addition to qualifying to sit for the CFP® Exam. 

    Prerequisite

    The Certified Financial Planner Board of Standards, Inc. (CFP Board) requires individuals to have an undergraduate degree prior to obtaining CFP® certification. No particular major or emphasis is required. Therefore, this program requires that participants have a minimum of a bachelor’s degree. No other advance preparation is required.

    Why Rice?

    • Students in Rice’s CFP Graduate Certificate Program generally achieve pass rates that exceed the national average. 
    • Rice has been preparing certified financial planner candidates for success on the CFP® Exam for 10 years. 
    • The instructors are senior-level financial planning professionals who have earned the CFP designation, among their other qualifications, and have experience teaching financial professionals. 
    • Rice has strong ties with the CFP Board and the Financial Planning Association. 

    Request Info Button 

  • Attention CPAs:
    The Glasscock School of Continuing Studies is a Registered CPE Course Provider
    We have registered with the Texas State Board of Accountancy (Registration no. 600) to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee.

    Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website. www.learningmarket.org 

    See more information on CPE credits offered by the Glasscock School of Continuing Studies. 

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements.

    The Glasscock School of Continuing Studies at Rice University does not certify individuals to use the CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo). CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.