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Susanne M. Glasscock School of Continuing Studies
 
  

  • register buttonCFP Graduate Certificate Program
    Web-Delivered Option

    Live, Interactive Classes via the Internet

    Overview

    The CFP Graduate Certificate Program - Web-Delivered Option is a live, instructor-led, fully interactive financial planning program that represents an innovative approach to education where students and instructors attend a virtual classroom and communicate using a headset and voice-over-IP technology. From almost anywhere, students with Internet access can attend the virtual classroom and interact with instructors and other students. 

    Advantages of the Web-Delivered Program: 

    • Attend regularly scheduled live classes or listen to recordings at a time that is more convenient for you.  
    • Attend class from the convenience of your home, office or other location with Internet access.  
    • Communicate with instructors and other students using a headset. Private and public text chatting are also available.  

    The program meets on Monday and Wednesday evenings for three hours. Consisting of seven courses, the program can be completed in approximately nine months. Classes are taught in succession, not simultaneously. All classes are recorded for later viewing.  

    Studies include:  

    • General Principles 
    • Insurance Planning 
    • Investments Planning 
    • Tax Planning 
    • Retirement and Employee Benefits Planning 
    • Estate Planning 
    • Case Studies in Financial Planning

    For interested participants not currently in the financial services industry, please see our page "Changing Careers to Become a CFP® Practitioner."

  • 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.