The program is cohort-based and enrollment is limited to those who have successfully completed previous coursework.
Our instructors include industry leader Linda Hewitt, CFP®, CRPC, co-founder of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning, and Jeff DeLarme, BS, CFA, CFP®, president, registered principal, financial advisor of DeLarme Wealth Management, Inc./Raymond James, and other highly qualified, motivated instructors with CFP certification and extensive teaching experience.
For those without previous relevant experience, or who wish to take the program through an online or in-person format we also offer a more traditional Personal Financial Planning Certificate program.