Program Overview

The FSU Financial Planning Certificate Program consists of six courses:

• FPCP I Introduction to Financial Planning
• FPCP II Insurance Planning and Risk Management
• FPCP III Investment Planning
• FPCP IV Tax Planning
• FPCP V Employee Benefits and Retirement Income Planning
• FPCP VI Estate Planning

The FPCP covers the current 89 financial planning topic areas tested on the CFP® Certification Examination ("The Exam").

Who should enroll?

• Professionals in investment brokerage, insurance, banking, accounting, and other finance industry fields who are interested in expanding their knowledge and advancing their professional careers through certification.
• Professionals from other industries who are interested in making a career change and committed to the rigorous standards of the financial planning field.
• Advanced graduate and undergraduate students in accounting, business, and economics.
• Anyone interested in financial planning!

Although there are no course or degree requirements for admission, we recommend at least two years of college coursework since the FPCP courses are taught at the upper-division undergraduate level.

The FPCP is an educational program structured to meet the education requirement to ultimately earn the CERTIFIED FINANCIAL PLANNER™ certification. The Frostburg FPCP is registered with CFP Board and will provide you with a thorough overview of the topics covered on the CFP® Certification Exam; it is not a review or exam-preparation program.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)®, which it awards to individual who successfully complete initial and ongoing certification requirements.

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