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Financial Planning

 
 

 
Learn at Your Location

Location, Location, Location. On-
site corporate-sponsored, evening programs are available using your tuition reimbursement. For details, contact Jennifer Chasse, Program Manager, at (401) 232-6501 or jchasse@bryant.edu.
 

 
"I passed the November exam! The Bryant University CFP program prepared me for a successful examination and has allowed me to add significant value to my client relationships."
  
  -- James A. Valis, CFP®
      Financial Planning Consultant
      Fidelity Personal Investments
      Fidelity Brokerage Services, LLC
      Members NYSE, SIPC
   

Financial Planning Association of RI
 
Students of Bryant's Financial Planning Certificate Program are eligible to join the Financial Planning Associa-tion of Rhode Island at a reduced rate. Click here for more information or to join.

 

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Contact Jennifer Chasse,
Program Manager,
jchasse@bryant.edu,
401-232-6501
 

Download EDC Catalog as PDF Download the EDC
2008-09 Catalog (PDF)

 
 

GAIN YOUR COMPETITIVE ADVANTAGE
Add Value For Your Clients and Advance Your Career

The multidimensional and sophisticated world of finance requires highly competent practitioners to help guide clients toward a solid financial future through comprehensive, strategic financial planning.

 
Accordingly, financial professionals are finding increased emphasis on the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation certification. This certification has long been accepted as the most recognized standard of competence available, and it demonstrates a personal commitment to excellence.

CFP BOARD REGISTERED PROVIDER

Bryant University's Certificate Program in Financial Planning provides the scope of knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth and achieving their goals. As a CFP Board registered provider, our program satisfies the educational requirements if you decide to take the next step and sit for the exam to earn the CFP® designation.

PACED FOR OPTIMUM LEARNING

You will receive a minimum of 38 hours of instruction with each course, which will allow ample class time for reinforce-
ment of learning concepts, instructor feedback, networking, and sharing of best practices with other professionals.
 
CHOOSE YOUR COURSES 

The Executive Development Center invites you to select individual courses to improve specific skills sets, or complete all six courses to earn your Financial Planning Certificate. Each course is 12 weeks and meets one evening per week
at the Bryant campus.
 
FAST TRACK/RIGHT TRACK
 
You can determine the pace at which to earn your certificate in as short as 10 months or up to 24 months.
  
CORPORATE-SPONSORED GROUP PROGRAMS
  
Bryant can come to you or your company can host this program onsite for groups at your location. 
   
   

 
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
which it awards to individuals who successfully complete initial and ongoing certification requirements. Bryant University does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks. CFP® Certification is granted only by Certified Financial Board of Standards to those persons who, in addition to completing an education requirement such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements. Individuals interested in learning more about the CERTIFIED FINANCIAL PLANNER® certification should visit the Certified Financial Planner Board of Standards, Inc. Web site at www.cfp.net.

Customize This Program and Cut Costs

Group discounts and customized training are available. Please contact Annette Cerilli, Director, Executive Development Center at (401) 232-6323 or acerilli@bryant.edu.
   

1150 Douglas Pike, Smithfield, RI 02917-1283 
Telephone: 401-232-6200      Fax: 401-232-6704      Email: edc@bryant.edu
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