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Executive Certificate in Financial Planning

UTC College of Business has partnered with Kaplan Schweser to offer a Certificate in Financial Planning program. Successful graduates are qualified to sit for the CFP® Certification Examination.

The Executive Certificate in Financial Planning program is designed to meet the schedule demands of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. The nine month program covers the following areas:

  • Fundamentals of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement and Employee Benefit Planning
  • Estate Planning


Want to learn more about the Certificate in Financial Planning program?

Representatives from Kaplan and UTC's College of Business will be on-hand at open house sessions to speak in detail and answer questions about the Executive Certificate in Financial Planning program. Open house sessions are scheduled for the following dates.

  • Dates to be announced

Call (423) 425-4313 or email cfp@utc.edu for more information.

 

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