Financial Planning
Professionals who help individuals manage their money are in high demand, especially as the current wave of baby-boomers hits retirement age and strategic management of financial assets becomes critical in light of improved life-expectancies and the advance of modern medicine.
Fiscal awareness can help stretch individual buying power and produce other positive gains to ensure that the life you live is as monetarily stress-free as possible.
At Baruch, our Financial Planning classes will introduce you to the ethics, rules and regulations you will need to know to help clients maximize their earning potential and overcome existing financial barriers.
In courses on topics ranging from the fundamentals of income tax through to estate planning, our CFP-certified instructors will share their know-how and the wisdom gained in private practice, making you an effective financial planner who understands how to chart the progress of and meet individual client needs to ensure that they fit the client's overall financial goals.
Aspiring Financial Planners at Baruch come from a wide variety of educational and professional backgrounds and experience levels. Held in coordination with the College of Financial Planning, our classes promote individualized attention to student concerns and questions, and prepare students to take the Certified Financial Planner examinations at the end of each module.