EDC Catalog Download the EDC
2009-10 Catalog
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FINANCIAL PLANNING

GAIN YOUR COMPETITIVE ADVANTAGE
Add Value For Your Clients and Advance Your Career

The multidimensional and sophisticated world of finance requires highly competent practitioners to help guide clients toward a solid financial future through comprehensive, strategic financial planning.

Accordingly, financial professionals are finding increased emphasis on the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. This certification has long been accepted as the most recognized standard of competence available, and it demonstrates a personal commitment to excellence.

CFP BOARD REGISTERED PROVIDER

Bryant University's Certificate Program in Financial Planning provides the scope of knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth and achieving their goals. As a CFP Board registered provider, our program satisfies the educational requirements if you decide to take the next step and sit for the exam to earn the CFP® designation.

THREE WAYS TO LEARN- NEW ONLINE!
Evenings, Online, Onsite

The Executive Development Center now offers you three ways to learn; in a traditional classroom setting, online, or delivered at your company for groups. You choose the method that works best for you. You can even select a blended program combining online and in-class instruction to best fit your schedule.

INDIVIDUAL COURSES OR CERTIFICATE PROGRAM

 

  Introduction to Financial Planning

 

  Insurance and Risk Management

 

  Investment Planning

 

  Tax planning

 

  Employee benefits and Retirement Planning

 

  Estate Planning


For More Information

 
Contact Jennifer Chasse,
Program Manager
Phone: 401-232-6501
E-mail: jchasse@bryant.edu
 

      

Download EDC Catalog as PDF

  

Download the EDC
2009-10 Catalog

FUNDING AVAILABLE FOR RBS CITIZENS EMPLOYEES
Click here for more information.

Customize This Program and Cut Costs

Group discounts and customized training are available. Please contact Annette Cerilli, Director, Executive Development Center at (401) 232-6323 or acerilli@bryant.edu.

  
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and which it awards to individuals who successfully complete initial and ongoing certification requirements. Bryant University does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks. CFP® Certification is granted only by Certified Financial Board of Standards to those persons who, in addition to completing an education requirement such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements. Individuals interested in learning more about the CERTIFIED FINANCIAL PLANNER® certification should visit the Certified Financial Planner Board of Standards, Inc. Web site at www.cfp.net.