Description
The Georgetown University Center for Continuing and Professional Education (CCPE) offers an Executive Certificate in Financial Planning in collaboration with its partner, Kaplan Financial™. This distinct program, taught by premier faculty and presented in the Georgetown University tradition of excellence, requires nine months of rigorous part-time study. Georgetown University is registered with the Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.*
The program is designed for both established financial professionals and working professionals entering the field of financial planning. Increasingly, individuals, families, and small business owners are turning to financial planners as a means to financial security. As the field of financial planning evolves and financial professionals come to play integral roles in the lives of clients, the Executive Certificate in Financial Planning can provide a means to distinguish oneself in the industry and in the eyes of clients.
The field of financial planning is experiencing healthy growth. According to the U.S. Department of Labor Occupational Outlook Handbook (2006-2007), employment opportunities for financial planners are projected to increase "faster-than-average" (18 to 26 percent) through 2014. Growth is expected to remain strong as baby boomers retire, financial products develop in complexity, tax laws change, and the industry moves toward regulation.
Structure
The program comprises six courses that focus on both the theory and practice of personal financial planning. The program covers core competencies in insurance, investing, taxation, retirement planning, and estate planning in addition to ethical and professional issues faced by financial planners. See below for a list of courses.
The Executive Certificate in Financial Planning is a cohort program. If admitted, students are required to complete all courses in sequence to earn a certificate. Classes meet every other weekend at the Clarendon Campus. Classes do not meet over holiday weekends.
For a more detailed overview of the program, please review the Information Session presentation from December 12, 2007.
Courses
Admission and Registration
CCPE accepts applications on a rolling basis. A complete application must be received to be considered for the Executive Certificate in Financial Planning program. A complete application consists of the following documents:
1. Completed application form and $35 application fee
2. Current resume (no more than two pages)
3. One official transcript from an accredited undergraduate or graduate college or university
Applicants can apply online or by mail by downloading and completing the application form. Please click on the "Apply Now" link above.
Tuition
The cost of tuition in 2008 is $5,600.00. This does not include books, which are estimated to cost $1,000.00 over the duration of the program. Tuition payment arrangements are required after acceptance and registration. A payment plan that allows students to pay in three installments over a six-month period is available. After admittance, students will receive additional information from CCPE. This program is also eligible for VA benefits.
Prerequisites
Participants in the certificate program must have a four-year degree, and three years of experience in financial services, or three years of experience in a supervisory or executive position in the government or a nonfinancial services firm. Any requests for exceptions to these admissions requirements must be made in writing to the program director at CCPE.
Some exams in this certificate program are administered online. Therefore, access to a computer with internet connectivity is a program requirement.
For further information, please call CCPE at (202) 687-5853.
* Certified Financial Planner Board of Standards Inc. owns the marks 
, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
CCPE does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNING™, and 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.
The Georgetown University Center for Continuing and Professional Education is an educational affiliate of the Financial Planning Association National Capital Area Chapter.
