This quickened authentication system is intended to meet the difficulties confronted by budgetary arranging experts in the business, protection, bookkeeping, keeping money and related fields. The Duke University Executive Certificate in Financial Planning Program satisfies the instructive part, one of five necessities of the CFP® confirmation, set up by the Certified Financial Planner Board of Standards Inc. Finishing of this authentication program qualifies the understudy for application for the CERTIFIED FINANCIAL PLANNER™ Exam.
A US level 4-year Bachelor's degree is required for admission to this program.*
This project is a six course, 9-month, exchange weekend program and is taught by ensured and honing money related planners.**
Themes incorporated into this system are:
- Essentials and Ethical Considerations of Insurance and Employee Benefits
- Speculations Planning
- Retirements and Employee Benefits
- Tax collection of Person, Property and Other Entities
- Bequest Tax Planning
- Capstone Course in Financial Planning.
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