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Certified Financial Planning

Offer a Certified Financial Planning program that fulfills CFP Board educational requirements

With 13% job growth over the next decade, the need for Certified Financial Planners continues to increase. CFPs are held to high fiduciary standards and possess one of the most rigorous certifications for financial planning knowledge.

As a part of the LCMC, Rize’s CFP Program was the first consortium recognized by the CFP Board as a Registered Program. Therefore students who complete this program will successfully fulfill the CFP Board’s education requirement and be prepared for the CFP Exam. By adding Certified Financial Planning to your course catalog, your institution can stay at the forefront of educational innovation and prepare students for high-growth, high salary careers in financial planning.

increase in new enrollments declaring CFP in the last year
of institutions with CFP graduates are partnered with Rize
consortium recognized by the Certifed Financial Planning board

What makes the Rize Financial Planning program attractive to prospective students?

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Built with industry input graphic rize education
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Real-World Courses Taught by Qualified Professional & Academic Experts in the Financial Planning Field

Each Rize program has a dedicated curriculum committee comprised of faculty & industry experts in the program's subject area.

These experts understand the needs of hiring managers in related industries to ensure courses are current and professionally relevant.

Rize programs leverage the courses you already have:

Our Academic Partners will work directly with you to build a unique program leveraging and integrating courses you already have in your catalog.
A potential business degree curriculum including CFP could look like this:
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Example courses from your institution
Intro to Business
Business Communication
Managerial Finance
Business Law
Courses from Rize
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General Principles of Financial Planning
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Risk Management & Insurance Planning
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Investment Planning
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Tax Planning
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Retirement Savings & Income Planning
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Estate Planning
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Financial Plan Development
Courses and curriculum

Financial Planning course descriptions

You can launch this Certified Financial Planning program by adding 7 Rize courses to your existing catalog, enabling you to market the valuable CFP pathway to prospective students in as little as one semester. Expand below to read the course descriptions.

CFP 301/311 - General Principles of Financial Planning
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This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute thirty percent of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces students to the financial planning process and working with clients to set goals and assess risk tolerance. In addition, students will learn to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.

CFP 302/312 - Risk Management and Insurance Planning
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This course provides a comprehensive examination of the general principles of risk management and insurance planning for individual and family clients. These topics constitute approximately seventeen percent of the principal knowledge topics tested on the CFP® Certification Examination. The course first introduces students to the risk management and insurance planning process and working with clients to analyze and evaluate risk exposures. Second, the core insurance lines of coverage are explored in detail, including: health, disability, long-term care, life, and personal property and casualty (homeowners’, personal auto policy, etc.). In addition, the student will learn to analyze an individual and family’s insurance needs, select the most appropriate insurance policy and company, and understand a business owner's use of insurance to protect the business’ assets and future income.

CFP 303/313 - Investment Planning
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The course is designed for students interested in pursuing careers in the financial planning and asset management profession. The course and curriculum are approved by the CFP® Board of Standards and meet one component of the educational requirement for becoming a Certified Financial Planner. This course explores the securities market, sources of information, risk/return, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You will learn how to evaluate different asset classes for different investment objectives and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations.

CFP 304/314 - Tax Planning
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This course covers taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. Students will be able to identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies.

CFP 305/315 - Retirement Savings & Income Planning
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This course is intended as a continuation of Foundations of Data Analytics I. In this course, you’ll learn how analytics are applied within the workforce. Particular attention will be paid to the role of the Data Scientist or Analyst, machine learning and the applications of Big Data. By the end of the term, you will be able to design and execute a range of data-driven experiments.

CFP 306/316 - Estate Planning
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This course provides an introduction to federal gift, estate, and generation-skipping transfer taxes and the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It also explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting to family members. The non-tax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans.

CFP 307/317 - Financial Plan Development
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This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP® curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required.

Certified Planning is a great career stats

Students give these courses rave reviews

“The projects we had to do were very motivating… It sparked interest in me, got the light going in my brain - I loved doing the projects!”
Cole B.
Walsh University
“Rize has given me an opportunity to add something to my degree. Something that I wanted to find at my school but wasn’t there.”
Chisunta C.
Albertus Magnus College
“Class experience is amazing!”
Mary D.
Mary Baldwin University
“It’s helped me know what I want to do in my career because of how immersive the assignments are.”
Jacob J.
Lasell University
“Even though everything was online… it still felt like the same kind of small classroom that I really enjoy, and that’s why I chose my college - so I kinda got that same experience even thru the computer.”
Summer R.
Lasell University
"One of the things I liked about [it] was getting to meet new people from different colleges and getting to hear new experiences and opinions."
Kara B.
Lasell University

Ready to learn more?

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