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Finance or Monetary Planning 

Program Description 
For more than 10 years, the Georgetown University Center for Continuing and Professional Education has offered the Certificate in Financial Planning program as a team with Kaplan Schweser. Taught by famous workforce and experienced experts, the system requires nine months of thorough low maintenance study in budgetary arranging essentials, ventures, tax collection, retirement, home arranging, and morals. The project finishes up with an extensive customer contextual investigation expected to get ready graduates for genuine customer collaboration.

Georgetown University is enlisted with Certified Financial Planning Board of Standards Inc. to satisfy the training prerequisites of the CFP® affirmation. What's more, the Georgetown University Center for Continuing and Professional Education is an instructive member of the Financial Planning Association National Capital Area Chapter. With more than 1,500 project graduated class working in money related administrations both inside and outside the DC Metro area, the system is one of the head programs for experts in the district looking to progress or change professions, or those looking for monetary sharpness to deal with their own advantages.

Program Objectives: 
Before the end of the project, effective members will have the capacity to:


  • Apply money related arranging learning in an incorporated way to deal with genuine budgetary arranging circumstances; 
  • Prompt people, families, and little organizations on an assortment of complex budgetary issues; 
  • Create and keep up customized and complete money related arrangements; 
  • Ended up educated, able, and moral money related organizers and pioneers in the monetary arranging industry. 

If it's not too much trouble take note of that the Certificate in Financial Planning project is intended to instruct the calling, not the CFP ® exam. While the Certificate in Financial Planning system is a CFP ® Board enlisted program, it is not an exam arrangement program.
Intended For 

  • Built up money related experts looking for progression in the business 
  • Working experts looking for a vocation change to the money related administrations industry 
  • People looking to better deal with their advantages, records, and portfolios 

Vocation and Industry Outlook 

The field of money related arranging is encountering solid development. By U.S. Division of Labor Occupational Outlook Handbook, work open doors for monetary organizers are anticipated to build "much speedier than normal" (32 percent) through 2020. Cash Magazine and Payscale.com venture that interest for monetary organizers will grow 41% by 2016. Careercast.com refered to money related arranging as one of the main five occupations in 2013. Significant drivers of vocation development incorporate the retirement of the Baby Boomer era, expanding multifaceted nature of money related items, advancing assessment and medicinal services laws, longer life compasses, and expanding industry regulations from the recently shaped Consumer Financial Protection Bureau. What's more, LIMRA, a money related and protection research consultancy, assesses that Americans will have $22 trillion in investible retirement resources by 2020.

In the meantime, the Certified Financial Planner® assignment has demonstrated advantages including more noteworthy income power, higher customer fulfillment, and a regarded proficient assignment that is a key differentiator for forthcoming customers. For additional about the advantages of the assignment, visit the Certified Financial Planner Board of Standards site.

Declaration Requirements 

To get the Certificate in Financial Planning from Georgetown University, understudies should effectively finish the six (6) required courses for a sum of 22.8 Continuing Education Units (CEUs), which is comparable to 228.0 contact hours. The project is intended to be finished in 9 months, however understudies have a greatest of two years to finish the declaration necessity.
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