Academic Partners

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To register or learn more, visit http://www.tc.edu/ceoi/general/canadianFP

Columbia University was founded in 1754 as King's College by royal charter of King George II of England. It is the oldest institution of higher learning in the State of New York and the fifth oldest in the United States.

We are pleased to announce a new partnership between the CAFC and Teachers College Columbia University in New York to offer our membership an online learning program in financial planning at special rates.

This is an outstanding opportunity to earn a certificate from Teachers College Columbia Universityand to be able to respond to clients more knowledgeably and confidently, identify client needs and contribute to growing or expanding your business.

This modular, web-based curriculum is available anytime, anywhere and is entirely self-paced.
About the Certificate

The program will provide an introduction and solid foundation in the core subject areas in Financial Planning.  With this Certificate Program, you will be able to respond to clients more knowledgeably and confidently, identify client needs and contribute to growing or expanding business.

Through case studies and real-life situations, you will recognize how the principles are applied and put into action. The Q & A sessions, the comprehensive review, and the test-taking strategies will prepare you for future certification. 

Key Benefits

•  Expand client bases 
•  Increase knowledge, skills and productivity 
•  Gain basic knowledge of the key subject areas and planning ideas 
•  Experience case studies and real-life situations 
•  Enjoy the flexibility of online learning 
•  Receive a Certificate from Teachers College Columbia University

The Program is comprised of the complete set of individual courses noted below plus an introductory class, case studies, final assessment

Program Sessions Include:

• Introduction to Financial Planning
• Income Taxes
• Retirement Planning
• Risk Management
• Investment Planning
• Stock Options and Compensation Planning
• Estate Planning
• Education Planning
• Comprehensive Case Study
• Final Assessment Test

Upon passing the final assessment test with an 80% or greater, you will receive a Certificate of Completion from The Center of Educational Outreach and Innovation, Teachers College Columbia University. 

The completion of the total course may be used for 20 hours of CE or 34 hours of CPE or 2.0 CEUs.

Cost: For CAFC members only: $1275.00USD

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