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Certified Financial Planner™ Certification Education Program

CFP Note

NOTE: The UH Certified Financial Planner Certification Education Program will be discontinued after June 2008. We will not accept new students into the certification program after September 2007. Currently enrolled students may complete the program by taking their remaining required courses from the remaining schedule (link to online coruse catalog below). We will also accept new enrollments of students who wish to take the CFP courses for their own enrichment.


All courses are registered with the Certified Financial Planner™ Board.

Contact   Shirley Sheridan   [ ssheridan@uh.edu ]
713.743.5192
Course Information   Visit our online course catalog
See also   Certified Financial Planner™ Certification Education Program

Curriculum

Calendar

Faculty

Policies
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Overview

The Certified Financial Planner™ Certification Education Program is a comprehensive program designed to provide the technical and professional skills essential for effective personal financial planning. Our outstanding group of faculty are experienced professionals in their respective fields with many years of experience in diverse areas of personal financial planning. The University of Houston program is one of the largest financial planning programs registered with the Certified Financial Planner™ Board.

Why Should You Participate?

  1. These courses are registered with the Certified Financial Planner™ Board and constitute an approved course of study.
  2. To meet the Continuing Professional Education needs of the insurance professional.
  3. To provide individuals who are not in the financial planning profession with the opportunity to develop an in-depth understanding of the field for their own personal use.

Group 1 License Holders (15 Hours of Credit per Course)

Two courses in the Continuing Education's Certified Financial Planner™ Certification Education Program are approved by the Texas Department of Insurance for Continuing Education Credit for Licensed Insurance Agents and/or Adjusters.

  • Estate Planning and Wealth Transfers
  • Personal Risk Management and Insurance

Notice

University of Houston does not certify individuals to use the CFP™, CERTIFIED FINANCIAL PLANNER™, and certification marks. CFP™ certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP™ Board-Registered Program, have met its ethics, experience and examination requirements.


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