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Media Contact: Chip Futrell, Office of Professional Development, 919/515-8179 or [email protected] Aug. 4, 2005

NC State's Office of Professional Development Offers Financial Planning Certificate Program

FOR IMMEDIATE RELEASE North Carolina State University's Office of Professional Development has registered with Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a new financial planning certificate program. An independent certifying organization, CFP Board owns the certification marks CFP , CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who meet its education, examination, experience and ethics requirements. Students completing the financial planning program at NC State will be eligible to sit for the national CFP® Certification Examination administered by CFP Board. "CFP Board is pleased to have an educational institution of the caliber of NC State University now offering its approved financial planning curriculum," said David Diesslin, CFP®, chair of CFP Board's Board of Governors. "As student interest in financial planning as a career continues to grow, we anticipate that NC State University's program will contribute significantly to the number of qualified candidates seeking to sit for the CFP® Certification Examination." "We are very happy to be able to offer this quality educational opportunity to our constituency," said Judson Hair, director of continuing and professional education at NC State. Persons interested in the program should send inquires to the Office of Professional Development at 919/515-2261 or [email protected] Additional information about the program is available on the Office of Professional Development Web site at In considering a school's application to register a program, CFP Board compares the program with the financial planning-related topics identified in extensive, periodic job-task analysis studies. The job-task analyses survey financial planning professionals to determine areas students should master in order to provide competent, ethical financial planning services. - more #158


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Financial Planning - 2 The topics to be mastered can be categorized into the following broad subject areas: general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning. Each participant will need to complete five sessions that begin Sept. 27, 2005, and meet through Nov. 14, 2006. Each course is held once each week on Tuesday evenings. The course schedule is as follows: 1. Financial Planning Process and Insurance Sept. 27 to Nov. 15, 2005 2. Investment Planning Jan. 10 to March 7, 2006 3. Income Tax Planning April 4 to May 30, 2006 4. Retirement Planning and Employee Benefit Planning July 11 to Aug. 29, 2006 5. Estate Planning Sept. 26 to Nov. 14, 2006 All sessions will take place at the McKimmon Conference and Training Center on the NC State campus. Additionally, there will be two free information sessions from 6 to 8 p.m. on Aug. 9 and Sept. 20, 2005, at the McKimmon Center. CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board currently authorizes more than 42,000 individuals to use these marks in the United States. For more about CFP Board, visit the Web at - 30 -


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