Photo: UNCW/Jamie Moncrief

Certified Financial Planner™ Certification Program

NOTE: We have postponed this program indefinitely due to low demand. Please email us at mackethanj@uncw.edu if you are interested.

Financial planners are being utilized more frequently in the planning efforts of those trying to achieve their short-, medium-, and long-term financial goals. Certainly there is no guarantee that planners with or without the CFP® certification will be effective in any given investment situation. However, clients can rest assured that those planners with the CFP® certification have completed a minimum of at least 240 contact hours of classroom instruction, have validated that education by passing a rigorous 10 hours of standardized examinations, subscribe to a professional Code of Ethics, and achieve 30-hours of continuing education every two years.

The UNCW Certificate in Financial Planning is registered with Certified Financial Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. UNCW does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame logo); certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those people who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements. Please visit www.cfp.net for more information on the examination requirements.

An EEO/AA institution. Accommodations for disabilities may be requested by calling (910.962.2237) at least three days prior to the start of the program.

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