Certified Financial Planner, CFP
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The CERTIFIED FINANCIAL PLANNER is the most highly recognized and respected professional certification among financial service professionals. Employment of personal financial advisors is projected to grow by 32 percent from 2010-2020. CFP® certification is a great way to advance your career. The program is just six courses and takes on average 12 months to complete. Classes are taught in person, meet once per week for three hours and are nine weeks long.
High CFP® Pass Rates
Our graduates are among the highest CFP® exam pass rates in the nation.
Long History of Success
The CFP program at Minnesota State University, Mankato was established in 1997.
Meet Our Instructors
Dan Hiebert, CFP®
Dan has been an instructor with Minnesota State Mankato for more than seven years. He also teaches the CFP Review course for Keir Educational. Dan believes in active learning in the classroom, and students report a high level of engagement and success as they further their careers.
Meet Our Instructors
John Comer, CFP® helps consumers identify, plan for and achieve their financial goals. Also, he speaks and writes to enhance the financial capabilities of consumers and the communication skills of financial professionals. Retirement Planning is a special interest for John, but he has also taught all or part of Investments, Financial Planning and Insurance, Estate Planning and the Capstone class as well.
Meet Our Instructors
Nathan Faith, CFP®, Senior Wealth Manager, has been providing investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC and a Registered Representative of Valmark Securities, Inc. since 2010.
Meet Our Instructors
Susan T. Peterson-Lerdahl is a shareholder in the firm of Henningson & Snoxell, Ltd., located in Maple Grove, Minnesota. She is a Chair of the firm's Estate Planning Department which boasts more than 35 years of experience counseling individuals and families. Susan practices principally in the areas of estate planning, probate estate and trust administration and elder law.
Meet Our Instructors
Dustin Smith CFP®, ChFC® is Vice President, Wealth Counselor at Wealth Enhancement Group, where he works with a team of specialists to create, monitor and adjust comprehensive financial plans for his clients.
Meet our Instructors
Cody Tresselt-Warren, CFP®, is a senior wealth planner for Wells Fargo Private Bank in the Great Lakes. Mr. Tresselt-Warren works with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
Meet Our Instructors
Josh Wolberg, CFP®, RICP®, MBA, is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association, and he serves clients at Channel Financial in Golden Valley, MN and the surrounding communities.
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Program Requirements and Classes
The Financial Planning Certificate Program meets the education requirement needed for participants to take the CFP® Certification Examination.
Instructors
All instructors are experienced financial planning professionals with CFP® certifications, CPA, CLU, ChFC, CFP or J.D. designations.
Course Schedule & Registration
Minnesota State University, Mankato offers different options for meeting the education requirement for CFP® certification. Our 6 course program meets on Tuesdays and Thursdays.
CFP Program Cost and Materials
Enrollment is limited and taken on a first come, first serve basis. Learn more on course cost and materials needed.
Contact Us
If you have questions about the training or how to register, contact Continuing Education & Professional Development at 507-389-1094, or 1-800-311-3142, or cepd@mnsu.edu
FAQ
Find answers to frequently asked questions about the Certified Financial Planner program, CFP.
