Accelerated Executive Certificate in Financial Planning
Contact Information
Institute of Management
221 Thurmond Building
Rock Hill, SC 29733, USA
803/323-2504
803/323-2539 (Fax)

Accelerated Executive Certificate in Financial Planning

We are here to help you!
Winthrop's admissions team is ready and available to help you. If you have any questions, there are three ways you can contact us:
Phone: 803/323-2191
Email: Admissions@winthrop.edu
Virtual Chat: Click here to register

For updates, announcements and special messages from Admissions, please follow us on Instagram - @winthropadmissions

Also, please see our FAQs for prospective students and families amid Covid-19.

 

 In partnership with Kaplan Financial Education, our education program enables you to satisfy CFP Board requirements necessary to sit for the national exam.  This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time.  Taught by working professionals, our flexible and convenient learning options allow you to master the 8 major domains covered on the CFP® exam.

 

CFFP Logo

 

Program Overview

The Certificate in Financial Planning is a sequential six-course program that meets on Friday night and Saturday, every other weekend (when possible).  Students can expect to complete the program in nine months.  
*Most courses will be hybrid (mixture of live and online classes).  


Additional Credentials Available: CRPC-Charter Retirement Planning Counselor, AWMA-Accredited Wealth Management Advisor


Curriculum

General Financial Planning Principles, Professional Conduct, and Regulations*

Risk Management, Insurance, and Employee Benefits*

Investment Planning

Tax Planning

Retirement Savings and Income Planning

Estate Planning

Financial Plan Development

*These courses are typically combined.  

 
Schedule & Application

The next cohort will begin in September 2020. The schedule of courses is now available!

To be part of the September 2020 cohort, (1) Complete the online application and (2) submit your resume and academic transacripts (undergraduate and graduate, if applicable) to Program Director-Dr. Yuanshan "Jimmy" Cheng.  

 

Tuition

Tuition is based on the registered courses (cost does not include materials/books):
Full CFP® Program --- $4,900
General Financial Planning Principles, Professional Conduct and Regulations --- $799
Risk Management, Insurance, and Employee Benefits --- $799
Investment Planning --- $799
Tax Planning --- $799
Retirement Savings and Income Planning --- $799
Estate Planning --- $799
Financial Plan Development (Captstone) --- $899

 

Contact Us

For additional information about the program or how to enroll in the next cohort, contact Dr. Yuanshan "Jimmy" Cheng at winthropcfp@winthrop.edu or (803) 323-2162.  

Last Updated: 6/18/20