Financial Planning

Add Value For Your Clients and Advance Your Career

The multidimensional and sophisticated world of finance requires highly competent practitioners to help guide clients toward a solid financial future through comprehensive, strategic financial planning.

Accordingly, financial professionals are finding increased emphasis on the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. This certification has long been accepted as the most recognized standard of competence available, and it demonstrates a personal commitment to excellence.

CFP BOARD REGISTERED PROVIDER

Bryant University's Certificate Program in Financial Planning provides the scope of knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth and achieving their goals. As a CFP® Board registered provider, our program satisfies the educational requirements if you decide to take the next step and sit for the exam to earn the CFP® designation. Insurance Continuing Education Credits (CE) available on selected courses for MA and RI.

THREE WAYS TO LEARN 

Evenings, Online, Onsite

The Executive Development Center offers you three ways to learn; in a traditional classroom setting, online, or delivered at your company for groups. You choose the method that works best for you. You can even select a blended program combining online and in-class instruction to best fit your schedule.

INDIVIDUAL COURSES OR CERTIFICATE PROGRAM

• Introduction to Financial Planning
• Insurance and Risk Management
• Investment Planning
• Tax planning
• Employee benefits and Retirement Planning
• Estate Planning

Contact Amy Hanson
Program Manager
Phone: 401-232-6203
E-mail: ahanson@bryant.edu

Funding Available for RBS Citizens Employees
Click here for more information.
 

Group discounts and customized training are available. Please contact Annette Cerilli, Director, Executive Development Center at (401) 232-6323 or acerilli@bryant.edu.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and which it awards to individuals who successfully complete initial and ongoing certification requirements. Bryant University does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks.

CFP® Certification is granted only by Certified Financial Board of Standards to those persons who, in addition to completing an education requirement such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements. Individuals interested in learning more about the CERTIFIED FINANCIAL PLANNER® certification should visit the Certified Financial Planner Board of Standards, Inc. Web site at www.cfp.net.