According to the U.S. Bureau of Labor Statistics, “personal financial advisors are projected to grow by 30 percent over the 2008–18 period, which is much faster than the average for all occupations. Growing numbers of advisors will be needed to assist the millions of workers expected to retire in the next 10 years. Many companies also have replaced traditional pension plans with retirement savings programs, so more individuals are managing their own retirements than in the past, creating jobs for advisors. The growing number and assets of very wealthy individuals will help drive growth of private bankers and wealth managers.”
MSN recently ranked CFP® certification as one of the top six in-demand job certifications in this article.
The Certified Financial Planner Board of Standards, Inc. (CFP Board) requires individuals to have an undergraduate degree prior to obtaining CFP® certification. No particular major or emphasis is required. Therefore, this program requires that participants have a minimum of a bachelor’s degree. No other advance preparation is required.
Attention CPAs: The Glasscock School of Continuing Studies is a Registered CPE Course ProviderWe have registered with the Texas State Board of Accountancy (Registration no. 600) to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee.
Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website. www.learningmarket.org
See more information on CPE credits offered by the Glasscock School of Continuing Studies.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements.
The Glasscock School of Continuing Studies at Rice University does not certify individuals to use the CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo). CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.
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“The Rice program was outstanding. The instructors were of the highest caliber.”- Gail Van Nest, Independent Consultant
“I like the program because it means business. It was tough but it trained me to have the mind set to take the exam and become a good financial planner.”- Susanna Loh, CPA, CFP®, Krebs & Loh, PC
“The CFP program at Rice is probably the most organized and well planned program available. The instructors were excellent in their respective fields. The material they covered was pertinent to the exam and no time was wasted on unnecessary information. I truly believe that there isn't another course as valuable as the CFP course at Rice.”- Kalpana Visweswaran
Susanne M. Glasscock School of Continuing Studies, MS-550
Rice University, 6100 Main, Houston, Texas 77005-1827
Mailing Address: P.O. Box 1892, Houston, Texas 77251-1892