Areas of Study

Degrees/Diplomas
WCTC Technical Certificates
Continuing Education

20-credit technical certificate

WCTC’s certificate in Financial Planning is an approved certificate by the CFPTM Board of Standards.

The CFPTM Board has rigorous standards for the Certified Financial PlannerTM designation. In order to sit for the two-day, ten-hour exam, the candidate must complete the required education at an institution that is registered with the CFPTM Board such as WCTC.

First Semester
	Course Num	Course Name	Credits
	114-190	Adv Fin Planning and Insurance	4
	Total Semester Credits		4
Second Semester
	Course Num	Course Name	Credits
	114-191	Advanced Investments	4
	114-195	Adv Estate Planning and Trusts	4
	Total Semester Credits		8
Third Semester
	Course Num	Course Name	Credits
	114-192	Advanced Tax Planning	4
	114-193	Adv Ret Plan Employee Ben	4
	Total Semester Credits		8

+ (Proficiency Exam Available)
* (Prerequisites or substitutes may apply to this class. Click on course title for specific information.)



The ability to complete a full certificate may be affected by low enrollment.

What is a Technical Certificate?

A WCTC technical certificate provides an excellent means for those already employed in business to cross train or to expand their knowledge through short-term training opportunities.

Printable Fact Sheet

Contact Roger Kerkenbush at 262.691.5228 for more information.

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