Bauer’s Personal Financial Planning Track Receives Approval As a Registered Program From The Certified Financial Planner Board of Standards Inc.

Published on February 23, 2016

Track Prepares Students for CFP® Exam without Extra Courses

The undergraduate Personal Financial Planning Track at the C. T. Bauer College of Business has received approval by the Certified Financial Planner Board of Standards Inc. (CFP Board), allowing students in the program to take the CFP® exam without having to take any post-graduation courses.

The undergraduate Personal Financial Planning Track at the C. T. Bauer College of Business has received approval by the Certified Financial Planner Board of Standards Inc. (CFP Board), allowing students in the program to take the CFP® exam without having to take any post-graduation courses.

The C. T. Bauer College of Business has received approval for its undergraduate Personal Financial Planning Track as a CFP Board Registered Program from the Certified Financial Planner Board of Standards Inc. (CFP Board).  Students completing the Personal Financial Planning Track will have met the educational requirement for CFP® Certification granted by the CFP Board.

Bauer housing a CFP Board Registered Program allows students in the Personal Financial Planning Track to take the CFP® exam without having to take any post-graduation courses, and also provides them with expanded career opportunities as financial advisors.

“The Certified Financial Planner (CFP®) designation is the most respected designation in the financial planning profession,” said John C. Lopez, a clinical assistant professor and CFP Board Registered Program Director in Bauer’s Department of Finance. “The financial planning industry is facing an aging workforce and is seeking a more diversified workforce. As one of the most diversified college campuses in the country, and Hispanic-serving institution, our students will be a major recruiting target for companies in the financial planning and financial advising industry.”

Hispanic-Serving Institutions are not-for-profit institutions of higher learning with a full-time equivalent undergraduate student enrollment that is at least 25 percent Hispanic.

The CFP® designation is awarded to individuals who successfully complete requirements in education, examination, experience, ethics and other requirements. The CFP Board partners with over 360 programs at more than 225 institutions.

“The CFP Board is pleased to approve the program at Bauer as a CFP Board Registered Program,” CFP® Board’s Board of Directors Chair Mike R. Greene said. “As student interest in financial planning as a career continues to grow, we anticipate that Bauer’s program will contribute significantly to the number of qualified candidates seeking to attain the CFP® certification, the standard of excellence for competent and ethical financial planning.”

For more information about Bauer’s personal financial planning offerings, visit www.bauer.uh.edu/pfl or contact John Lopez at jlopez@bauer.uh.edu .

 By Amanda Sebesta

Posted Under: Undergraduate

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