Essential Access Health's Family Planning Health Worker (FPHW) Certification is a nationally recognized contraceptive counseling course for health providers and educators. Participants learn how to counsel patients on all contraceptive methods to assist them in achieving their family planning goals, get true informed consent, and integrate STI prevention messaging. Best practices for complying with privacy and mandatory reporting laws while providing confidential sexual and reproductive health services in-person or via telehealth is also covered.

The Challenge/Self-Study Certification course may be taken in lieu of the two-day In-Person, four-week Interactive or On-Demand FPHW trainings. This option is only recommended for participants who already have a solid baseline level of family planning knowledge and contraceptive counseling skills. Please study the current Fundamentals of Family Planning Manual (available in English or Spanish) prior to taking the final exam and taping your counseling session so you have the most up to date material.


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This course introduces students to various financial planning topics that face families such as the financial planning process, client/planner interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, and education planning. Risk management, investment planning, retirement planning, plan integration, and ethics are also discussed.

This course will develop a working knowledge of the fundamentals of personal income-tax planning and examine the integration of the planning process with family characteristics, goals, preferences and constraints. This course will also prepare students to evaluate the income needs of individuals and families. Competencies will be developed to assist individuals and families in making income tax decisions related to their future financial security.

This capstone course is designed for students to demonstrate the skills to develop integrated financial plans for clients and communicate their planning recommendations to clients. Select topics include ethics and professional responsibilities, laws, regulations, client communication, decision making, writing a financial plan, and implementing and monitoring the plan. Students are expected to use skills obtained in other courses and work experiences to complete a comprehensive personal finance case, mini-case studies, and calculation templates.

The Family Financial Planning Certificate is registered through the Certified Financial Planner Board of Standards. Students who earn the certificate have fulfilled the education component for obtaining certification and are eligible to take the CFP Certification Examination. For more information and to create an account, visit -a-cfp-professional.

A certificate in Family Financial Planning prepares students for careers as financial planners, investment advisors and wealth managers. Financial planners offer families and individuals the advice they need to make their money work for them. Students take online courses in financial planning, insurance planning, income tax planning, investment planning, estate planning and retirement planning, as well as a capstone course to provide real-world applications, all with a focus on families and individuals.

UCLA Extension's Personal Financial Planning certificate program is a CFP Board-Registered Education Program. In order to have your transcripts transferred to the CFP Board for review, which is a required step to sit for the CFP certification exam, payment of the certificate candidacy fee is required.

The certified financial planning courses did a good job of preparing me for the CFP Exam. After passing the exam, I was thankful that UCLA Extension offers these courses and that the instructors had the patience to answer all of my questions.

An internship in personal financial planning can provide you with practical experience in a variety of job functions. Certificate students must complete a minimum of 20 units of program curriculum (5 courses) before enrolling in the internship.

The U.S. Labor Department reports that jobs in financial planning are expected to grow faster than average, at a rate of 7% through 2028. Even better, Financial Advisor was ranked #6 in Best Business jobs by U.S. News and World Report in 2020.

This course introduces the principles of financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning. This class does not count as an accounting elective for the accounting major.

The course covers tax planning for the Personal Financial Planner. This course is targeted for Finance or Accounting majors as well as current CPAs interested in pursuing financial planning as a career but is open to anyone with an interest in a career in personal financial planning. This course is a starting point for understanding the tax issues facing a professional tax planner. This course cannot be counted as an accounting elective for an accounting degree. This course cannot be taken if the student has already taken ACC 407. ACC 407 will count towards the certificate in lieu of ACC 357.

The course covers estate planning and taxation for the Personal Financial Planning professional. This course is targeted for Finance or Accounting majors as well as current CPAs interested in pursuing financial planning as a career but is open to anyone with an interest in a career in personal financial planning. This course is part of the sequence for the certificate in Personal Financial Planning.

This course covers various aspects of the principles of investments, securities markets, and their application to financial planning. It also prepares students to apply the concepts and principles through a financial calculator and Microsoft Excel.

This capstone course offers a comprehensive overview of the financial planning process, and an opportunity for the students to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics through case analysis, understanding of ethics and professional conduct, and usage of a financial calculator, Microsoft Excel and/or other software.

The Financial Planning Certificate Program is designed for anyone pursuing CFP certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

DePaul's Financial Planning Certificate Program offers:Exceptional instruction- All modules are taught by professional financial planners with either CFP certification or other appropriate professional license or designation. Our instructors use CFP Board standards as the framework for the modules and add their own exercises, case studies and handouts. This results in courses that combine sound financial planning theory and practical skill development.Convenient location and scheduling- Modules are offered online and on campus on a quarterly schedule. For students who seek maximum flexibility, enroll in a virtual course and attend from the comfort of your own home. Classes are recorded for future viewing. Or, enroll in our in-person classes which are held at DePaul's Loop campus located in the heart of downtown Chicago. In-person classes are offered on weeknights to accommodate working students.Proven student success- In addition to preparing for the exam, our program equips you to succeed in today's competitive profession of financial planning.

WKU's Finance Department offers the Personal Financial Planning Certificate. The Personal Financial Planning Certificate is a perfect complement to other majors in which personal financial advice might be given -- such as accounting, marketing and social work. In addition, psychologists can often benefit from a thorough knowledge of personal financial planning, given the importance of financial decisions in everyday life and the stressors inadequate financial planning can cause. Also, future educators may use the Certificate as a basis for teaching personal finance courses in secondary schools. If you desire to form strong relationships with others that often last a lifetime, and provide counseling to others on their important financial decisions and investments, the Personal Financial decisions and investments, the Personal Financial Planning Certificate may be right for you. 

The certificate program in Personal Financial Planning requires 28.5 semester hours and is registered with the CFP Board. It is intended to qualify non-finance majors or degree-holding individuals who wish to pursue a career in financial planning. After successful completion of the ten required courses, the student receives a Certificate of Personal Financial Planning form Western Kentucky University and fulfills the educational requirement to sit for the comprehensive CERTIFIED FINANCIAL PLANNER (CFP) exam.

This certificate creates a foundation in personal and family financial planning and addresses the Certified Financial PlannerTM (CFP) Board of Standards education requirement for the certification examination, including insurance, personal investing, retirement planning, tax planning, behavioral finance and financial planning practice management. Students can sit for the exam upon completion of the certificate.

Family financial management requires an understanding of family communication, family lifecourse and family economics. The CFP designation is the leading standard in financial planning and can provide graduates a distinct advantage in today's competitive job market. 006ab0faaa

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