Daniel Webster College
 

Executive Certificate in Financial Planning
 

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The financial planning field is experiencing tremendous growth from both financial professionals and those who are new to the field. In order to meet the challenges faced by financial planning professionals, it is becoming increasingly more important to develop the necessary skills and knowledge, which will help clients manage their risks and achieve their goals.

As people live longer during retirement and as people are more responsible for their own retirement plans, demand for financial planners will continue to grow faster than average.

Daniel Webster College's Executive Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial service professional, this program is designed to be equally beneficial. An outstanding faculty presents the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethical and professionalism of financial planning. The topics covered by this program are:

  • the process of financial planning,
  • insurance planning,
  • investment planning,
  • income tax planning,
  • retirement and employee benefit planning, and
  • estate planning.
Daniel Webster offers this program in partnership with Kaplan Financial, the leading provider of financial planning and education materials. Because of Kaplan's extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.  Daniel Webster is seeking to register the financial planning curriculum with the Certified Financial Planner Board of Standards, Inc.