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Financial Planning Certificate Program to be offered in Rochester

Minnesota State Mankato will for the first time offer the Financial Planning Certificate Program in Rochester.

2008-09-09
Minnesota State University, Mankato Media Relations Office news release [9/9/2008]

Minnesota State University, Mankato will for the first time offer the Financial Planning Certificate Program in Rochester, Minn. The program will be in partnership with Rochester Community and Technical College’s Business-Workforce Education.

The announcement was made this week by officials of Minnesota State Mankato’s Colleges of Extended Learning and Business.

The Financial Planning Certificate Program was established in 1998 as a way for financial planning professionals to obtain skills and knowledge to succeed in the financial planning industry, and to provide the educational requirement for the CFP® Certification Examination. The program includes five courses: Principles of Financial Planning and Insurance; Investment Planning; Tax Planning; Retirement Planning; and Estate Planning.

Successful completion of the program meets the educational requirement needed to sit for the CFP® Certification Examination. Students in Minnesota State Mankato’s program in March 2008 had a pass rate of 86 percent, compared to a 57 percent national average.

Before the offering in Rochester, students had the option of taking courses in Bloomington, Minneapolis, Plymouth or Saint Paul.

Those who want more information about the program may visit www.mnsu.edu/cfp or may contact Program Coordinator Jean Clarke at (507) 389-2572, (800) 311-3142 or fpcp@mnsu.edu.

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