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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.
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.
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.
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Introduction to Financial Planning
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Insurance and Risk Management
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Investment Planning
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Tax planning
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Employee benefits and Retirement Planning
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Estate Planning
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FUNDING AVAILABLE FOR RBS CITIZENS EMPLOYEES
Click here for more information.
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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.
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