Certified Financial Planner ™

18-credit Technical Certificate

The CFP® Board has rigorous standards for the Certified Financial Planner™ Certification. In order to sit for the two-day, 10-hour exam, the candidate must complete the required education at a CFP-registered site, such as WCTC, and hold a bachelor's degree (or higher) from an accredited college or university.

Through the certificate program, gain knowledge in multiple aspects of advanced financial planning, including retirement, tax, investment and estate planning.

The benefits to taking the short-term certificate at WCTC include:

  • Low cost
  • Face-to-face instruction
  • Complete in one school year
  • No summer or weekend courses
  • Accelerated format
  • Evening program for working professionals
  • Pass rates that have historically been above the national average

Evening completion options are available for this certificate.

Required Courses

First Semester
 Course NumCourse NameCredits
 114-190 Adv Fin Planning and Insurance3  
 114-192 Advanced Tax Planning3  
 114-193 Adv Ret Plan Employee Ben3  
 
Total Semester Credits
9
  
Second Semester
 Course NumCourse NameCredits
 114-191 Advanced Investments3  
 114-195 Adv Estate Planning and Trusts3  
 114-196 Adv Finc Plan Devel3  
 
Total Semester Credits
9
  
+ (Proficiency Exam Available)
* (Prerequisites or substitutes may apply to this class.)

View available courses for this term

View course descriptions of all required courses

Credit Transfer Opportunities

WCTC has agreements with local high schools and various four-year colleges and universities that enable students to transition more seamlessly from high school to WCTC to four-year colleges. Transcripted credit agreements provide high school students the opportunity to take WCTC courses at their high schools. Agreements with four-year colleges enable WCTC graduates in selected programs to transfer credits, often at junior-level standing. Agreements currently in place for this program are listed below.

There are no credit transfer agreements for this program at this time. For more information, contact your academic advisor.

UW-System Credit Transfer

If you are interested in attending a UW-campus, you should contact a transfer representative at the campus you plan to attend. You may also check credit transfer agreements between WCTC and the UW System to tell you which specific courses and general education classes may be accepted.

Important Cautionary Note:
This information is intended as a general description. Please verify the availability and details of the program that interests you with the transfer coordinator at the receiving institution.