About the Certified Financial Planning Certificate
The certificate is composed of 18 credits of masters-level graduate coursework with
the primary goal of providing students with the education, training and skills necessary
to be able to sit for the Certified Financial Planner (CFP) examination.
The curriculum is aligned with the CFP® Board’s Principal Knowledge Topics and covers
principles and practices of essential areas of financial planning, including:
- Wealth Management
- Investment Management
- Tax Planning
- Estate Planning
- Insurance and Retirement Planning
Have Questions?
For more information about the CFP Graduate Certificate, including tuition and fee
information, please email Justine Tydings, our Sr. Recruiting Coordinator.
CFP students enjoy the opportunity to work with clients at the Low-Income Tax Clinic for graduate credit and CFP exam experience.
The UW College of Business and the certified Financial Planning certificate program are nationally accredited by AACSB.
Online Learning at UW
The University of Wyoming has an extensive array of fully-online and hybrid programs in addition to the online certified financial planning certificate. These online offerings mirror our Laramie Campus degrees in all aspects – maintaining the same learning standards and accreditation. Recognizing the distinct requirements of online learners, we offer a specialized suite of academic and student resources designed to support your success both during your time at UW and as you move forward after graduation.
Request InfoLearn more about the University of Wyoming's online programming!
What Can You Do With a Certified Financial Planner (CFP®) Certificate?
As a CFP® professional, you can assist with developing and executing financial strategies for your clients. You will help others create financial goals based on existing financial conditions and risk tolerance.
- Financial Planner
- Financial Advisor
- Credit Counselor
- Budget Analyst
- Retirement Planning Specialist
- Investment Advisor/Associate
- Wealth Management Associate
- Financial Coach
- Personal Banker
- Insurance Advisor
- University of Wyoming Foundation
- Wyoming Retirement System
- Wells Fargo Advisors
- Northwestern Mutual
- Raymond James
- Creative Planning
- Merrill Lynch
- Golden Tree Asset Management
- Frontier Asset Management
- Hilltop Bank
- Edward Jones
CFP® professionals can help clients with managing debt, choosing the right investments, planning for retirement and saving for both short- and long-term financial goals, offering personalized guidance tailored to each unique financial situation.
A CFP® is a certified professional with rigorous training in comprehensive financial planning and a fiduciary duty to act in clients' best interests. A financial advisor is a broader term and may not have formal certification or fiduciary standards.
“The CFP Certificate program was the best decision I made in my graduate education. I had no idea how valuable this program would be not only for my personal life, but also my career development. The faculty were highly qualified and always available to help explain concepts and mentor me throughout the program.”
- Sydney Bohlinger
