Professional Development

Certificate in Financial Planning



Temple University Center City in partnership with Kaplan Financial, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) program. This program meets the challenges faced by today’s financial planning professionals in the brokerage, insurance, accounting, banking and related fields.


This accelerated certificate program is designed around the demanding schedules of working professionals. It benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of the four requirements of the CFP certification, established by the Certified Financial Planner Board of Standards, Inc.

Learn more about our program by attending an information session or webinar:


Information Session at TUCC for Fall 2013 program


Tuesday, September 10; 12 Noon

To register for the webinar, click on the following link:

Questions? Email us at or call 267-468-8500.


The next session of the Certified Financial Planning certificate program will begin in September 2013. Classes meet every other weekend starting Friday night, September 27, 2013 through Saturday, May 31, 2014. This is a cohort program which requires completion of all courses to earn the certificate. The six required courses are:


Fundamentals and Ehtical Considerations & Insurance and Employee Benefits

Investment Planning

Income Tax Planning

Retirement Planning

Estate Tax Planning

Capstone Case Course in Financial Planning


Register online for the Certified Financial Planning certificate program. Or, for more information or to register by phone, call us at 267-468-8500.

This program is administered by the Office of Non-Credit and Continuing Education located at the Temple University Ambler campus. For more information, call 267-468-8500 or email at