UMSL’s Engaging Course Prepares Financial Planners for Certification Exam

Using the curriculum of the College for Financial Planning, this course offered by UMSL covers all newly revised topics that the Certified Financial Planner Board of Standards requires
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Financial Planners
Personal Finance


St. Louis - Missouri - US

Feb. 10, 2011 - PRLog -- ST. LOUIS – The University of Missouri–St. Louis offers an engaging Certified Financial Planner Exam Preparation course that fulfills educational requirements to sit for the certification examination. The course spans 21 Saturdays from March 3, 2011, to February 18, 2012, including the Capstone Review, with UMSL’s experienced instructors. For the last three certification exams 73 percent of UMSL students passed, exceeding the national pass rate of 53 percent, placing UMSL in the top-tier of exam preparations in the country.

CFP® certification is deemed the gold-standard proof of expertise in the personal financial industry and distinguishes certified planners from their peers. UMSL’s exam prep course features the Certified Financial Planner–Board of Standards, Inc. (CFP-BOS) approval for the educational training, and is the only university in St. Louis with AACSB accreditation in both Business Administration and Accounting. The course uses the curriculum of the College for Financial Planning and covers all topics that the CFP-BOS requires.

This course is a prerequisite to success for those who want to differentiate themselves in the financial industry, such as accountants, CPAs, financial consultants and planners, HR professionals, insurance experts, bankers, trust officers, investment specialists, tax professionals, insurance advisers, benefit authorities, attorneys, and other individuals who deal in trusts, estates and other fiduciary matters.

Main courses of study include Financial Planning Process and Insurance, Investment Planning, Income Tax Planning, Trust and Estate Planning, Retirement Planning and Employee Benefits, and the Capstone Review. The program fee for all modules is $3,995, with a $100 discount if registering prior to Feb. 23, 2011. Individual modules can be attended for a fee of $895 each.

For more information, or to register, please visit the CFP Exam Prep website at or call (314) 516-5908.

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About UMSL CE:
The UMSL Division of Continuing Education provides programs that fulfill degree completion, professional development and personal enrichment goals for the lifelong learner. For more information, please visit
Source:University of Missouri–St. Louis
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Tags:Financial Planners, Certification, Exam, Preparation, Course, Cfp, Personal Finance, Accountants, Bankers, Tax, Trust
Industry:Finance, Education, Accounting
Location:St. Louis - Missouri - United States
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