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Certified Financial Planner

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The next Cohort for our traditional 22-month program begins January 24, 2017.

Join a group of over 65,000 CERTIFIED FINANCIAL PLANNERTM professionals across the country who have received this highly esteemed designation. The CFP® certification has become the gold standard for financial planners, who help individuals meet their life goals by effectively managing their financial resources. Completing the Financial Planner Program at Queens University of Charlotte is the first step to achieving the CFP® certification.

Established in 1993, The McColl School of business has earned a prestigious reputation through its offering of relevant graduate degrees, rigorous curriculum, and experienced faculty. Recently, the McColl School has expanded to include Certificate Courses. The Financial Planner Program is a certificate course that embodies the McColl School touch; including qualified and engaged faculty, challenging program of study, and staff dedicated to supporting you while achieving your goal of becoming a Certified Financial PlannerTM.

"An important part of the Queens program was instructors already IN the field of financial planning, most of whom were CFP professionals. These instructors gave so many tips on what kinds of things we would need to know to pass the CFP exam, insights into how to work with clients and so much more"
- Jenny I. Martella, Associate, Keatley Wealth Management, LLC

A variety of professionals in the financial services industry can gain useful skills to enhance career opportunities by obtaining a CFP® certification. These include but are not limited to bankers, wealth management advisors, accountants, tax managers, insurance producers and lawyers. Learn more about your career as a Certified Financial PlannerTM.



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