Professional Financial Planner (PFP®)

This program is designed for insurance and investment agents to be a professional financial services provider. The certificate holder will be able to help the clients to uncover their current and future needs, identify weakness and potential risk on their current financial plan, modify the plan to meet the new needs, implement the plan, and monitor and review the plan.

To be admitted by this program, the candidate must demonstrate his/her career strengths in financial service: Minima six months experience in financial services and above the company wide average production. To receive the certificate, the candidate has to complete the following five courses:

Core Courses: