Certified Financial Planners work with individuals and families to advise and help them plan for a solid financial future. They provide guidance in areas including insurance, savings, investments, asset management, and retirement planning. There are five courses in the program.
STAMFORD CAMPUS OFFERINGS
Financial Planning Certificate Program**
Wednesday Evenings
January 23 - April 9, 2008, 6:00 - 9:30 pm
FP 501 Introduction to Financial Planning Process & Insurance
Thursday Evenings
January 24 - April 17 2008, 6:00 - 9:30 pm
FP 502 Investment Planning
FP 505 Estate Planning
Download the CFP Brochure.
Registered ParaPlanner Program
This program is designed for individuals new to the financial services industry, sales assistants, and frontline personnel. Individuals currently working with these financial institutions:
- Banks
- Insurance
- Law offices
- Brokerage firms
- Individuals in career transitions
- Individuals seeking financial knowledge for their own personal finances
Topics include:
- The Financial Planning Process
- Financial Statements & Cash Flow Management
- The time Value of Money
- Investment Principles & Mutual Funds
- Equities & Debt Instruments
- Tax Planning
- Retirement Planning
- Introduction to Insurance
- Life & Health Insurance
- Estate Planning
The Registered ParaplannerSM designation is a valued credential to clients and the financial planning industry at large. It enables students to gain basic, practical knowledge of the financial planning process and the five disciplines of financial planning.
Registered ParaPlanner Schedule
Tuesday Evenings
January 15 - April 1, 2008, 6:00 - 9:00 pm
Series 7 Licensure qualifies the individual for registration with all self-regulatory organizations to trade corporate stocks and bonds, municipal securities and other financial services.
Anne Mulligan, the instructor, brings over twenty years of teaching experience to this program.
Download Series 7 PREP - Registration Form
2008 STAMFORD Series 7 Prep Course Offerings
|
Summer 2008 |
1 Week
Intensive |
6/23 - 6/27 |
8:30 am - 4:30 pm |
|
Fall 2008 |
Tuesday |
9/9 - 10/28 |
6:00 - 9:00 pm |
Sacred Heart University is now offering an online Master's Certificate in Project Management developed by accelerated learning leader Cheetah Learning. Cheetah's partnership with Sacred Heart University brings Project Management expertise to businesses, government agencies and non-profits in the community.
**Sacred Heart University does not certify individuals to use the CFP®, Certified Financial Planner™ and with flame logo. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.
For further information, please contact Dolores Jennings at Jenningsd@sacredheart.edu, call 203-323-4959, or visit The Center for Financial Education website.
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