To register, please log in using the "Log In to Existing Account" button below. If you do not have an account, click "Create an Account."
If you do not see any buttons at the bottom of the screen: You have already registered, that item is already in your cart, the class is full or the public registration period has closed. Please contact us if you need help completing your registration.
If a payment plan option is available, "Please choose from the options below" will display on the registration page. Choose your payment plan option, then proceed to login or account creation.
Financial Planning and Wealth Management is a course designed to prepare students for a career in paraprofessional work for investment companies, banks, insurance companies, or corporations. This course covers the key details of the financial planning process for individuals who would like to assist financial planners.
Note: This class is not designed to prepare students for the Certified Financial Planner Certification exam.
Click to view syllabus.
Cancellations: The office of Continuing & Professional Education reserves the right to cancel or reschedule classes due to low enrollment. If a class is cancelled or rescheduled due to low enrollment, you will be notified at least one week prior to class start date and given the option of a full refund or, in some cases, transferring to a different class.
Refunds, Withdrawals and Transfers: the full policy is available here.