This curriculum is a registered program with the Certified Financial Planner Board of Standards Inc., enabling students who successfully complete it so sit for their certification examination. CFP and Certified Financial Planner is granted by the CFP Board to those persons who have met its rigorous educational standards, passed the CFP Certification Examination, satisfied a work experience requirement, and agreed to the CFP Board Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the CFP Certification Examination. CFP certificates and licenses are issued only by the CFP Board. This track is intended for the development of professionals for all aspects of the insurance industry.
Insurance plays a special role in risk management for individuals and businesses.
Students are prepared for careers as analytical staff members of major insurance companies, consultants, insurance agents or brokers, employee benefit specialists, and risk managers. The program is a cooperative partnership with the insurance industry including the American College in Bryn Mawr, Pennsylvania and the local chapter of the American Society. By special arrangement, students are entitled to apply three approved UM-St. Further courses can be used to satisfy the knowledge content for certification but will necessitate the taking of a standard national exam required of all candidates on the material. Both the CLU and ChFC require the passing of 10 courses not all of which are offered by UM-St.