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May - August 2008 Course Topics > Financial Planning
Financial Planning

CFP Certification Education Program

Enter one of the fastest-growing professions today – financial planning. The Midlands Technical College CFP Certification Education Program is offered at Trident Technical College via two-way interactive conferencing.

This program provides the job knowledge needed by financial planners as determined by the Certified Financial Planner Board of Standards. Participants who successfully complete this 18-month program will be certified as eligible to apply for the CFP certification examination.

The seven-course certificate program covers fundamentals of financial planning, insurance planning, estate planning, income tax planning, investment planning, and retirement planning, and finishes with a capstone (case study) component. Tuition is $3,500 for the certificate program. Courses are approved for insurance continuing education. Individual components may be taken for $695 per course. Payment plans are available.

This program is offered in partnership with the Moore School of Business at the University of South Carolina. The program is taught by Neil Brown, CFP, CPA, program director at Midlands Technical College.

Students who successfully complete this new program will be certified as eligible to apply to sit for the CFP certification examination in July 2009. Students must have an undergraduate degree and three years of work experience and pass this national certification examination to receive the Certified Financial Planner designation.

For more information, contact Patsy Towery at 803.732.5256 or toweryp@midlandstech.edu; Nancy Beym, Moore School of Business, at 803.777.2144; or Neil Brown at nbrown4444@yahoo.com.

To register, call 803.732.0432.

Dates of Courses:
Thursdays, 6-9 p.m. (dates may be adjusted to meet college calendars)

2008CSU CEPFP-640-08TR  Retirement/Employee Benefits 5/15/08-7/31/08   
2008CFA CEPFP-660-08TR  Estate Planning 8/7/08-10/16/08
2009CSP CEPFP-620-08TR  Income Tax Planning 10/30/08-1/29/09
2009CSP CEPFP-680-08TR  Comprehensive Exam Review 2/12/09-3/26/09

Investing A-Z

This course is designed for someone already familiar with investing who would like to learn more about debt and equity investing, risks, government securities, bonds, stocks, mutual funds, market movements, fixed versus variable investments, and annuities.
XPES 549-502
XPES 549-503
5/27-29
8/26-28
TTh
TTh
6-9 p.m.
6-9 p.m.
$45
$45
M
M

 

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