bm pres - pfp

Prerequisites

If you intend to pursue the Certificate in Personal Financial Planning and take the CFP® examination, you should hold a bachelor’s degree in any discipline from an accredited U.S. college or university recognized by the U.S. Department of Education.

Recommended Course Sequence

The two prerequisite courses ("Mathematics for Financial Planning" and "PFP, Survey") must be completed prior to enrolling in the remaining courses. The final course for all candidates is the "Personal Financial Planning, Practicum."