CFP Prep Courses

Courses for CFP Certification

Prepare for Certified Financial Planning certification with board-registered courses. Enroll using the graduate application to take up to seven preparatory CFP courses at Jefferson (Philadelphia University + Thomas Jefferson University), which are now required for certification.

These courses are specifically designed to prepare students for the Certified Financial Planner Board Certification Exam.

NOTE: Philadelphia University alumni receive a 25% discount on all courses listed below for the CFP Courses for Certification.

To waive the one-time application fee:

  • Enter “ALUMNI” in the “For Official Use Only” box on the Graduate Application.
  • Once your alumni status is confirmed, the application fee will be waived.

Course

Course Title

Credits

TAX-660

Individual Taxation and Planning

3

TAX-763

Financial Planning

3

TAX-770

Retirement Planning and Employee Benefits

3

MBA-772

Investments and Portfolio Management

3

TAX-772

Risk Management and Insurance Planning

3

TAX-795

Estate Planning and Taxation

3

TAX-799

Financial Planning Capstone Course

3