Financial Planning Certification

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The Financial Planning Certification program includes online courses as part of the curriculum through Newman University partnership with Rize Education. This partnership offers students cutting-edge curriculum, greater scheduling flexibility, access to nationwide experts in the field, and access to even more resume-ready skills.
The Financial Planning Certificate program is set to begin classes August 2025, pending final approval by the Higher Learning Commission (HLC).
How to Become Certified
In order to complete the financial planning certificate program, students must complete four key requirements
Education
- Complete a bachelor’s degree
- Complete a seven-course sequence from a certified registered program
Exam
- Complete a 170 Question, 6-Hour Multiple-Choice exam offered in March, July and November
Experience
- Complete 6,000 hours of professional experience relating to financial planning, or complete 4,000 hours of an apprenticeship. This experience must be completed within five years of sitting for the exam.
Ethics
- Complete the ethics declaration forms and pass a background check
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FAQs
What makes this program special?
Our program combines hands-on learning with a strong emphasis on ethics and professionalism. Students complete a structured seven-course sequence necessary to achieve certification.

Who should take this program?
Ideal candidates include those interested in financial advising, wealth management, retirement planning, investment planning, and tax planning. Students aiming for certification and careers focused on client financial success will find this program beneficial.

Who might struggle with this program?
Students uncomfortable with financial analysis, numerical skills, or client interactions might find the program challenging and may prefer other business or finance pathways.

Can these skills transfer to other roles?
Absolutely. Graduates can apply their financial planning skills to careers in business administration, finance, or broader wealth management roles.

Is this program suitable for advanced students or those pursuing graduate studies?
Yes. Students aiming for graduate studies, such as an MBA, should consider additional coursework in finance or business to meet graduate program prerequisites.
CERTIFIED FINANCIAL PLANNER® and CFP® are certification marks owned by Cerified Financial Planner Board of Standards Center for Financial Planning, Inc. and licensed in the United States to Certified Financial Planner Board of Standards, Inc. (collectively, "CFP Board"). Newman University's Financial Planning program is not a CFP Board-Registered Program and is not in any way sponsored or endorsed by, or otherwise affiliated with, CFP Board.

Program Talking Points:

	Fulfills all education requirements for financial planning certification.
	Project-based curriculum that builds a professional portfolio that hiring managers demand
	Don't get lost in a sea of students. Moderate class sizes mean you'll make strong, personal industry connections

A Financial Planning Certificate offers skills in performing research and analysis, managing investment options, and advising on long term financial decisions.

	Fulfills all education requirements for financial planning certification.
	Project-based curriculum that builds a professional portfolio that hiring managers demand
	Don't get lost in a sea of students. Moderate class sizes mean you'll make strong, personal industry connections

Have Questions?

Request More Info

The Financial Planning Certification program includes online courses as part of the curriculum through Newman University partnership with Rize Education. This partnership offers students cutting-edge curriculum, greater scheduling flexibility, access to nationwide experts in the field, and access to even more resume-ready skills.

The Financial Planning Certificate program is set to begin classes August 2025, pending final approval by the Higher Learning Commission (HLC).

How to Become Certified

In order to complete the financial planning certificate program, students must complete four key requirements

Education

Complete a bachelor’s degree
Complete a seven-course sequence from a certified registered program

Exam

Complete a 170 Question, 6-Hour Multiple-Choice exam offered in March, July and November

Experience

Complete 6,000 hours of professional experience relating to financial planning, or complete 4,000 hours of an apprenticeship. This experience must be completed within five years of sitting for the exam.

Ethics

Complete the ethics declaration forms and pass a background check

Newman School of Business & Technology, Business Management, Anthony Ferrante - Read More

Newman School of Business & Technology, Business Management, Juan Cordova

FAQs

What makes this program special?

Our program combines hands-on learning with a strong emphasis on ethics and professionalism. Students complete a structured seven-course sequence necessary to achieve certification.

Who should take this program?

Ideal candidates include those interested in financial advising, wealth management, retirement planning, investment planning, and tax planning. Students aiming for certification and careers focused on client financial success will find this program beneficial.

Who might struggle with this program?

Students uncomfortable with financial analysis, numerical skills, or client interactions might find the program challenging and may prefer other business or finance pathways.

Can these skills transfer to other roles?

Absolutely. Graduates can apply their financial planning skills to careers in business administration, finance, or broader wealth management roles.

Is this program suitable for advanced students or those pursuing graduate studies?

Yes. Students aiming for graduate studies, such as an MBA, should consider additional coursework in finance or business to meet graduate program prerequisites.

CERTIFIED FINANCIAL PLANNER® and CFP® are certification marks owned by Cerified Financial Planner Board of Standards Center for Financial Planning, Inc. and licensed in the United States to Certified Financial Planner Board of Standards, Inc. (collectively, "CFP Board"). Newman University's Financial Planning program is not a CFP Board-Registered Program and is not in any way sponsored or endorsed by, or otherwise affiliated with, CFP Board.

About Our Faculty
Our dedicated faculty members are industry professionals who bring extensive experience in financial planning, investment strategy, and wealth management. They offer invaluable insights and hands-on guidance, ensuring students receive practical, real-world education aligned with current industry standards.
"Dr. Straub encourages students to come in and talk to him about anything. He often said he wanted to be a mentor in life, not just in school. Going in, asking questions and building relationships with your advisor is key to your success in college."
Newman School of Business & Technology, Business Management, Anthony Ferrante - Read More

"Newman gave me so much that I didn’t expect and wasn’t looking for. The experiences I’ve gotten here make me feel proud of myself. People at Newman know my name, they know where I’m from. Newman gave me so much that I didn’t expect and wasn’t looking for. The experiences I’ve gotten here make me feel proud of myself."
Newman School of Business & Technology, Business Management, Juan Cordova

About Our Faculty

Our dedicated faculty members are industry professionals who bring extensive experience in financial planning, investment strategy, and wealth management. They offer invaluable insights and hands-on guidance, ensuring students receive practical, real-world education aligned with current industry standards.

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Financial Planning Certification