CFP® Graduate Certificate Program Going Strong After 10 Years

Rice CFP® classroom

Participants in a recent CFP® Graduation Certificate Program at Rice.

In 2002, we began offering what would become one of Continuing Studies most successful professional development programs: The Certified Financial Planner™ Graduate Certificate Program. Our program fulfills the education requirement to sit for the CFP® Exam — one of the steps to become a CFP® professional.

This popular program also includes our Web-delivered option which we began in 2007. We’re proud to say that our participants who go on to take the exam have higher pass rates than the national average.

Director of Rice’s program, Kathy Oakley, MBA, CPA, CFP®, says the CFP® mark is more recognized than it was 10 years ago. Clients seeking financial planning advice are more sophisticated than ever before, and they frequently are looking for those who have completed the CFP® education, passed the exam, and met the experience and ethical requirements to earn the mark.

Oakley says she is happy that the Rice program is more accessible than ever before, since it is offered in Web-delivered and traditional classroom formats. “People have a choice of attending from home, work or on campus,” she says. “The web format has allowed people from a wider geographic area to attend – including people from all over the country and in other countries.”

According to the U.S. Bureau of Labor Statistics, personal financial advisors are projected to grow by 30 percent over the 2008-18 period. “The CFP® mark is the best way to distinguish yourself from the crowd,” says Carroll Scherer, director of professional programs for the Glasscock School.

If you’re interested in the program, take a look at this video, produced by the Certified Financial Planner Board of Standards, which discusses the value of the CFP® designation:

Click to play

Information sessions are scheduled regularly for the classroom and Web-delivered programs. Follow the links for more information and to RSVP.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements.

The Glasscock School of Continuing Studies at Rice University does not certify individuals to use the CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo). CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

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