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Downtown/The District
1900 Belmont Blvd
At Delmar Ave
Nashville, Tennessee 37212
Price includes $600 for books & resource materials.
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Class Level: All levels
Age Requirements: 21 and older
Average Class Size: 10

What you'll learn in this business certificate class:

The CFP® Certification Program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education requirement needed to sit for the CFP® Certification Examination. Whether you are new to the financial services industry or a seasoned professional, this program is designed to be equally beneficial. The certificate is particularly appealing to those currently employed in or interested in entering the financial services industry, as a stockbroker, tax preparer, insurance agent, real estate professional, bank and trust officer, financial planner, accountant or attorney. 

The program is a sequential six-course certificate program. Our program’s schedule allows you to complete your studies in approximately 12 months, while maintaining a full-time job. 

Fundamentals of Financial Planning and Insurance Planning 
This course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time value of money, education and retirement funding and insurance planning.  

This course introduces investment strategies, portfolio allocation theory and application, debt and equity securities and portfolio management strategies. This course will also emphasize the importance of determining a client’s risk tolerance and goals and then managing an investment portfolio that incorporates a client’s level of risk while achieving financial goals.  

Taxation of Persons, Property and Other Entities 
This course will focus on the federal income tax system. Topics will include gross income inclusions, exclusions, deductions, exemptions and credits. This course will consider the income taxation of individuals, sole proprietorships, partnerships, LLC’s and corporations. Finally, this course will present the students with taxation avoidance and minimization alternatives.  

Retirement and Employee Benefits 
This course includes the comprehensive study of qualified and nonqualified retirement plans, other tax-advantages plans and employee benefits. In addition, this course will present an overview of the Social Security, disability and health care program. 

Estate Tax Planning 
This course will provide students with an introduction to estate planning and the taxation of estates for the purpose of financial planning. In addition, the overall tax implications of gifts and bequests will be presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client’s estate.  

Capstone Case in Financial Planning 
This course will involve case analysis and the integration of the six major areas of personal financial planning.

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Cancellations made within one week after start date are refunded at a 90% rate. Cancellations made after one week are non-refundable.


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Belmont U Center for Executive Education

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School: Belmont U Center for Executive Education

Belmont U Center for Executive Education

Leaders today are caught in the middle of a shifting economy, uncertain business environment and organizational pressure to do more with less. To survive this transformation, it is critical for organizations to develop leaders at all levels.

The demands of leading in today’s complex business environment...

Read more about Belmont U Center for Executive Education

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