There are many undergraduate level degree programs that provide Certified Financial Planner education. It is best to first contact the Certified Financial Planner Board of Standards (www.cfp.net) to obtain a list of the requirements that should be completed prior to taking the exam. The board also provides a list of approved programs. Universities that offer majors in general business administration, finance, and accounting might be good fits for individuals who have not yet completed a bachelor's degree.
The Master of Business Administration (MBA) degree provides students with exposure to the topics necessary to become a Certified Financial planner. There are degree concentrations, such as accounting and financial management, that allow the student the opportunity to take classes specifically devoted to personal finance planning techniques. A few colleges offer an MBA program that is specifically designed for future financial planners. For example, California Lutheran University (www.callutheran.edu) delivers an MBA in Financial Planning that assists students with exam preparation in addition to teaching the required course material. Pursuing a master's program might be a good option for those who wish to obtain a higher degree while switching or advancing careers.
There are additional post-graduate educational options for students who do not wish to complete another degree program. Graduate certificates are a way to satisfy the Certified Financial Planner educational requirements without having to incur the full costs of a degree. This is especially beneficial to those who already have a bachelor's or master's degree. Certificates in financial planning are offered by a number of technical and traditional colleges.
Certified Financial Planner education might take place in a traditional classroom, be delivered through an online format, or use a combination of both. For working adults, there are several online choices. Some of the programs come from well-known or recognized universities and others are from Internet-based colleges. Hybrid formats may be offered by those with both a physical and online presence. Whether choosing an online or traditional format, it is important to check for accreditation and start with the Certified Financial Board's approved list. Tuition may vary drastically, as some of the schools are public and others are private.