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Certificate Program - Financial Planners

The Berkeley College Financial Planners Certificate Program is a post-baccalaureate non-credit program designed to prepare students with the technical skills, general knowledge, and communication abilities necessary to enter a variety of professional positions in the growing financial services industry. The Financial Planners Certificate Program is offered both on campus and online and can be completed within nine months. It meets the educational requirements of the CFP® Board and will prepare students to seek licensure as Certified Financial Planners™. The Certificate Program is also designed to enable students to practice with the highest ethical standards and to evaluate each client’s situation independently and without bias.

Upon completion of the Financial Planners Certificate Program, students will be better prepared to:

  • Secure employment as financial services professionals and analysts in the private and/or public sector.
  • Demonstrate knowledge and understanding of how financial service agencies and organizations operate and interface.
  • Demonstrate understanding of their professional roles, including delivery of services, with emphasis on the ethical rules and principles of professional responsibility that govern the financial services professions, such as state and federal laws, the Gramm–Leach–Bliley Act, and the Sarbanes-Oxley legislation.
  • Demonstrate competence and understanding of all primary areas of financial services functions and be able to perform procedural tasks in the areas of practice that include customer service representatives and managers, auditors, securities specialists, financial analysts, financial examiners specialists, securities and commodities and financial services sales agents, insurance sales agents, credit analysts, and loan officers.
  • Communicate effectively by being proficient in applying technology to conduct and advance operations within financial services organizations, including computer assisted research skills necessary for delivery of effective financial services.
  • Take the licensure exam of the CFP® Board to become qualified as Certified Financial Planners™ after completing the educational component.
Certificate Program - Financial Planners: Berkeley College

Certificate Program - Financial Planners - Berkeley College