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The H-E-B School of Business & Administration at UIW

Financial Planning Certification (CFP)

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CFP® Certification Professional Education Program

CFP LogoThe CFP Program at in the H-E-B School of Business & Administration at the University of the Incarnate Word is the only on-campus certification offered in San Antonio. This program has been registered with the CFP® Board. The students who successfully complete the courses will fulfill the education requirement to be eligible to take the CFP® exam. Program completion does not guarantee success of the CFP® Certification Examination.

The CFP® is recognized as the highest standard in Financial Planning, qualifying financial planning professionals to provide their clients with comprehensive financial advice. Certified Financial Planner Board of Standards Inc. owns the marks CFP©, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. 

UIW Certified by CFP Board

 

Admission Requirements

In order to register for the CFP program, students must have completed a baccalaureate degree from an accredited college or university. Applications to the program must include copies of academic transcripts as well as the most current Curriculum Vitae.

Before registering for the program, all students must be vetted by an administrator of the program.

Prospective students must complete the form below and submit it to the email address provided prior to registration.

Form Name Document Link
CFP Application Form Application 
 

Courses at UIW

  • Fundamentals and Ethical Considerations & Insurance and Employee Benefits

    This course will introduce students to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

    Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.

    The second part of the course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability. It also covers benefits made available to employees by employers - commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

  • Personal Income Tax Planning

    This course reveals effective income tax planning strategies, whether personal or related to an individual's business interests. Topics covered include individual income tax calculations, deductions, the tax characteristics of various business entities, trust and estate taxation, basis of property and cost recovery, property dispositions, passive activity losses, at-risk rules, miscellaneous taxes, interest on deficiencies and refunds, penalties, accounting methods, accounting periods, and tax management techniques.

  • Investment Planning

    This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.

  • Retirement Planning

    This course deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

  • Estate Planning

    Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Course 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

  • Financial Planning Capstone

    The final course of the program will involve case analysis and the integration of the six major areas of personal financial planning, which include:

    • Fundamentals and Ethical Considerations
    • Insurance and Employee Benefits
    • Investment Planning
    • Income Tax Planning
    • Retirement Planning
    • Estate Planning
 

Course Schedule & Cost

 

Webinars & Open House

Webinar | Nov. 2, 2017 | 12 - 1 p.m.

Webinar | Dec. 5, 2017 | 12 - 1 p.m.

 


Career Resources

The CFP Board Career Center provides an opportunity for firms to connect with those who hold or are pursuing the highest standard — CFP® certification.

Find your career at the CFP Job Seeker Portal

 

For more information contact:

Dr. Tim Griesdorn
CFP® Certificate Program Director
H-E-B School of Business & Administration
Office (210) 283-6332
griesdor@uiwtx.edu

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