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Professional Development

Professional Development

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Hofstra University
Financial Planning

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Hofstra University, in association with Certified Financial Planner Board of Standards, offers an intensive program in financial services. This program prepares financial service professionals - accountants, attorneys, bankers, insurance agents, brokers and securities representatives - to better service clients. Additionally, the program prepares individuals for a professional career in financial planning.




To qualify for the Certified Financial Planner (CFP) exam, students must complete six courses as follows:


Course Offerings
 H4131 Fundamentals of Financial Planning
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 H4132 Risk and Insurance Planning
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 H4133 Investment Planning  
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 H4134 Income Tax Planning  
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 H4135 Employee Benefits and Retirement Planning  
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 H4136 Estate Planning  
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These six courses qualify students to take the comprehensive CFP exam available only through the CFP Board of Standards. For information call (800) 487-1497 or visit www.cfp.net

Note: Students are responsible for obtaining required materials and registering for the national examinations directly with CFP Board of Standards.


Additional Course Offerings
 H4140 Certified Financial Planner Capstone Case Applications
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