Program Entry Requirements
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filed under:
wfsi
Minimum work experience and minimum education level requirements to take WFSI courses.
- A four-year degree.
- Students should already possess the knowledge, experience, and capabilities for independently achieving success across the criteria for becoming certified as a financial planner. A minimum 3 years experience in the financial services industry or 3 years in a supervisory or executive position in a non-financial services company or government is required. Such examples may be persons with appropriate credential and experience in a single topic area such as insurance agent, employee benefits counselor, or investment counselor, who want to broaden their knowledge to become comprehensive financial planners. The experience must be completed or expected to be completed by the end of the certificate program.
- The applicant must complete an application, which must be approved by the WFSI Program Director, or a WFSI representative, with the understanding that admission to the program subjects the participant to the appropriate aspects of the CFP® Code of Ethics and Practice Standards.
- Anyone seeking admission who does not meet each of the above criteria may request admission subject to the discretion of the WFSI Program, or a WFSI representative, whose decision shall be final.
The admission requirements of Online Executive Certificate in Financial Planning will not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic by law.
Required Courses*:
Courses meet once a week for three hours:
| Number | Course | Weeks |
|---|---|---|
| 615 | Financial Planning, Risk & Insurance |
14 |
| 616 | Employee Benefits & Retirement |
14 |
| 617 | Investment Planning |
12 |
| 618 | Income Tax Planning |
12 |
| 619 | Estate Planning |
12 |
| 620 | Case Studies in Financial Services |
11 |
Elective Course:
| Exam Preparation Course |
* Courses required to earn a Certificate in Financial Planning. No more than two courses from other CFP Board-approved programs may be substituted.
