Powered by Charles Schwab Foundation
Developed with support from Charles Schwab Foundation, the Leeds School of Business Personal Financial Planner Certificate Program is designed for both financial service professionals who seek to acquire additional skills for serving the needs of their individual clients and career-changers who seek to acquire the knowledge necessary to effectively transition into the profession.
Increased recognition by clients and
Expanded career options
Greater personal and job satisfaction
Opportunity for job promotion and
Ease of transition into the field
New skills may re-energize your
1 General Principles of Personal Financial Planning and Insurance
2 Personal Income Taxation
3 Investments and Portfolio Management
4 Retirement Planning
5 Estate Planning
6 Personal Financial Plan Development (Capstone)
A certificate program designed for your success
Blended delivery (online and on campus)
Blended learning incorporates the best of face-to-face (F2F) with the best of online learning (O/L). Each of the six courses
Accelerated delivery schedule (18-month completion cycle)
Realizing that passing the exam has immediate positive career implications for you and your family, the certificate program
Leveraging the benefit of our cohort experience
Numerous academic studies confirm that cohorts (i.e., everyone starts and finishes the program together) enriches the
Built to offer maximum flexibility
The program is designed to accommodate the needs of working professionals.
Exam prep course integrated into CU curriculum
A major challenge of the CFP® exam is the sheer breadth of testable content. In this certificate program, a four-day exam prep course is included in the price.
Pricing & Registration
*Inquire about how your company can become a program partner to receive special pricing. Check with your company on tuition reimbursement programs, payment options, and policies.
Cohort 3: Sept 2019 – July 2021
Classes Held: Thursday evenings
Times: Times: 6-9 pm MT (classroom/virtual meetings); 6:30-8 pm MT (live chats)
Sept 30 – Dec 22
General Principles of Personal Financial Planning & Insurance
Jan 6 – Mar 22
Apr 6 – June 21
Jul 6 – Sep 20
Oct 5 – Jan 17
Jan 25 – Apr 11
Personal Financial Plan Development (Capstone)
Leed’s CFP Exam Prep Review (multi-day)
CFP® Exam (select any one day)
*Classes to be held outside of traditional working hours. No classes scheduled during the weeks that contain Thanksgiving, Christmas, and New Year’s holidays.
In-class learning location:
CU South Denver
10035 S Peoria St.
Lone Tree, CO 80134
Harry Starn, MS, CFA, CFP®