Henry W. Bloch School of Management

Masters Certificate in Financial Planning

The Masters Certificate in Financial Planning is a live, instructor-led, Internet delivered financial planning education program, designed to meet the education requirement for the CFP® Certification Examination in only nine months.

This accelerated program is taught by experienced and foremost financial planning educators in the country. UMKC offers this program in partnership with Dalton Education, the leading provider of financial planning education and materials. Because of Dalton's extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.

Unlike most distance learning options, the Masters Certificate is not an Internet self-study program. Rather, classes are conducted live, over the Internet. From anywhere in the country, students with Internet access can attend "virtual classrooms" to interact and communicate with instructors and other students using a headset and voice-over-IP technology. All the live classes are also recorded and available for playback. For more information on the program and to register, please call (816) 235-5773 or send an email to BlochCFP@umkc.edu.

Program Requirements:
Please note: Beginning January 1, 2007, candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP® certification. For students enrolling January 1, 2012 or later, the financial planning presentation course will be required. For more information about CFP® certification please visit: http://www.cfp.net.

Currently, there are no prerequisites or admissions process for the UMKCOnline Certificate in Financial Planning program; however, a general knowledge of finance terms and an understanding of financial planning issues are desired.

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