Professional Financial Planning Certificate

Flexible and easy enrollment makes the program ideal for working professionals

April 21, 2012—The University of Redlands School of Continuing Studies is pleased to announce a new Professional Financial Planning Certificate program to be launched this fall with a flexible and easy enrollment process that fits today’s busy lifestyle.

The 21-unit program is aligned with the educational standards outlined by the Certified Financial Planner Board of Standards, Inc. A CFP designation is considered the premier professional qualification in the field. (Click here for detailed information.)

The program is designed for investment, insurance and/or tax professionals, or those looking to enter the profession. Students who complete this program will have met the educational requirements to sit for the CFP certification exam. And, for students who have not yet graduated from college, the credits earned through this program will apply toward a bachelor’s degree.

“All students will be required to complete a capstone project: putting together a financial plan for a mock client,” said Eric Blum, associate dean of the School of Continuing Studies.

The program will be offered at $350 per credit with classes just one night per week at three locations: Riverside, Torrance and Burbank. Required courses include:

  • Financial Planning Principles and Practice 
  • Insurance Planning and Risk Management
  • Investment Planning
  • Income Tax Planning
  • Employee Benefits and Retirement Planning
  • Estate Planning
  • Financial Plan Development

As an open-enrollment program, there are no application or admission requirements. Students may enter the program at any time.

For more information, visit, or call 909-748-8868.

Media contact
Patty Zurita

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