Henry W. Bloch School of Management

Online Executive Certificate in Financial Planning

The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student's schedule.

Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the program is granted for nine months, with a one-time complimentary extension. Further extensions may be purchased. 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.


If you have any questions about the program or the application process please call Tusha Kimber at 816-235-5773 or send her an email to blochCFP@umkc.edu.  

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