CFP® Certification Program Info Session
December 2, 2026 | 6–7 p.m. ET | Online
Interested in becoming a CERTIFIED FINANCIAL PLANNER® professional or advancing your career in financial planning and wealth management?
Join Program Director Taylor Faulkner for a virtual information session about UNC Charlotte’s online CFP® Certification Financial Planning Education Program. Learn how the program provides the education, practical experience and professional tools to help you prepare for the CFP® certification process.
What You’ll Learn
Curriculum & Online Format
Explore the program’s seven-course curriculum, flexible online format and practical Think Like a CFP® Professional case studies designed to help you apply financial planning concepts to real-world scenarios.
Tuition & Savings
Learn about program pricing and pay-per-course enrollment options. You’ll also learn how you can save $1,000 on full program tuition when you enroll by February 1, 2027.
Tools & Student Support
Discover resources available to students, including:
- Access to eMoney® financial planning software
- Digital badge opportunities
- Live faculty support
- Applied financial planning exercises and case studies
Accelerated Pathways
Already hold a professional credential? Learn about accelerated options available to eligible CPAs, CFAs, attorneys and other qualified professionals.
Career Opportunities
Explore career opportunities in financial planning and wealth management, industry demand and the advantages of developing your expertise in Charlotte — one of the nation’s leading financial centers.
Who Should Attend?
This information session is ideal for:
- Financial advisors, bankers, insurance agents and investment representatives
- Early- and mid-career finance professionals seeking advancement
- Professionals considering a career change into financial planning or wealth management
- Recent business or finance graduates
- Professionals interested in pursuing CFP® certification
Take the Next Step
Learn how UNC Charlotte’s CFP® Certification Financial Planning Education Program can help you build the knowledge and skills needed to pursue one of the financial services industry’s most recognized credentials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.