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Personal Financial Planning Program

The need for financial planning services is at an all-time high. With the public's growing need for objective financial planning advice combined with the rigorous standards demanded of CFP® professionals, the CFP® mark has been placed at the forefront of the financial planning profession. MSU Denver has performed in-house training for American Express Financial Advisors, TIAA-CREF, Charles Schwab, Merrill Lynch, Wells Fargo, and Invesco Funds.

This program is one of the most comprehensive training programs in the nation. It will provide you with the tools necessary to pass the CFP® Certification Examination and guide you with the insight needed to become a successful personal financial planner. Qualified CFP® practitioners who have many years of practical experience and who are active in the profession teach the program.

Summer 2019 Schedule

FPI: Fundamentals of Financial Planning
Thursdays, May 16 – August 8 (*no class July 4), 6:00 – 9:00 pm
Instructor: Marla Mason
Price = $525
Class Location: Auraria Campus

FPII: Risk and Insurance
Mondays, May 13 – July 29, 6:00 – 9:00 pm
Instructor: Mike Faulhaber
Price = $475
Class Location: Auraria Campus

FPIV: Tax Planning
Tuesdays, May 14 – July 30, 6:00 – 9:00 pm
Instructor: Judy Waligorski
Price = $475
Class Location: Auraria Campus

Course Descriptions

*Note: Courses FPI-FPVII are required to obtain the Certificate of Personal Financial Planning. It is recommended that the courses be taken in order.

Courses include:

  • FP I - Financial Planning Fundamentals
  • FP II - Risk and Insurance
  • FP III - Investment Planning
  • FP IV - Tax Planning
  • FP V - Retirement Planning and Employee Benefits
  • FP VI - Estate Planning
  • FP VII - the Capstone Course

Please click here to see course descriptions

General Information

For information on:

  • Enrollment Requirements
  • Transfer Credits
  • Course Scheduling and Location
  • Cancellation Policy
  • Payment

Please click here.

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