:: Certificate Programs

Financial Planning Certificate Program

Course Details

Information Session

  • Wednesday, December 2, 2009
    6:00 to 7:00 p.m. at Thompson Conference Center 3.108

For more information or to reserve a seat, contact Alan Pilgrim at 512-471-2924 or .

Financial advising has become a critical part of life planning. People need to make their money grow to reach their long-term goals. As pensions disappear, confidence in social security benefits decreases, longevity increases, and financial options grow more complex, people require more investment advice and sound financial guidance to plan and protect their financial futures. Financial planning is a profession that will continue to grow and offer many opportunities. The U.S. Bureau of Labor Statistics continues to predict faster-than-average growth for financial planners through 2014. The most recent Jobs Rated Almanac ranked financial planning as one of the top-rated jobs in America.

Whether you’re currently employed in the financial services industry or want to pursue a career in this diverse and quickly changing profession, the UT Financial Planning Certificate Program will provide you with the knowledge and skills you need to help clients meet their financial objectives. And, you will have completed the education portion of the CFP Board of Standards requirements for the CFP® certification. CFP® certification will make you more valuable to your clients and employers. Studies show that over a three-year period the average increase in pay in the year following certification is over 57 percent.

Graduates of the program

See photos of the summer 2009 graduates.

General Financial Planning News

Best Small Business to Start: Financial Adviser, Matthew Bandyk, US News & World Report
Working as a Financial Adviser, Sarah E. Needleman,Wall Street Journal

Who Should Attend

  • Financial planners
  • Insurance agents
  • Retirement plan and employee benefits specialists
  • Investment advisors and brokers
  • Accountants
  • Attorneys
  • Bankers
  • Trust officers
  • Anyone considering financial planning as a career

Outcomes

  • Deliver comprehensive financial planning services with an emphasis on high-quality client service
  • Satisfy the educational requirements needed to sit for the national CFP® certification examination
  • Strengthen your professional network
  • Earn a certificate in financial planning from The University of Texas at Austin
  • Insurance professionals can complete their state required continuing education credits through these courses (contact the Coordinator for more information)

Additional registration fees do not apply to this program.

Core Courses

Electives

Coordinator(s)

Questions about this course?

    512-471-2924