Texas Tech University

Life-Centered Financial Planning

Life-Centered Financial Planning Texas Tech online and in person

Continuing Education Certificate

Non-Credit / Non-Degree Seeking

Online Only

This certificate option is ideal for working professionals interested in earning a TTU continuing education certificate and CFP Board CE credits.

Students will earn 28 CFP continuing education credits.

  • Prerequisites: There are no pre-requisites (e.g., no GRE/GMAT or bachelor's degree). The courses can be taken in any order.
  • Application Deadline: The deadline is always the Friday before the course begins. 

Additional Information

Application Requirements

There are no application requirements or pre-requisites for the Continuing Education (CE) certificate program.

FAQs

Cost

  • Cost of program/course:
    • $5,500 total fee if the certificate program is purchased as a combined package upfront, or:
    • $2,200 per course if purchased by class.
  • Application fee:
    • $0 

Course Rotation and Format

Life Centered Financial Planning grad certificate

Grades Needed for Passing: The student's academic record will reflect pass/fail. Students must pass all courses to receive the certificate and to earn CFP Board CE credits. A passing grade is a C or better.

  • PFP 5377, Client Communication and Counseling — 10 CFP continuing education credits:
    • Summer/Fall (online only)
  • PFP 5383, Financial Planning with Emotional Intelligence — 9 CFP continuing education credits:
    • Spring/Fall (online only)
  • PFP 5365, Fundamentals of Life-Centered Financial Planning — 9 CFP continuing education credits:
    • Spring/Summer (online only)

Textbooks

Book purchases are the student's responsibility. Required books are outlined below. Readings outside of these books are provided through the course (e.g., journal articles).

PFP 5377 Client Communication and Counseling

  • Klontz, B., Kahler, R., & Kontz, T. (2016). Facilitating financial health: Tools for financial planners, coaches, and therapists (2nd ed.). The National Underwriter Company (ISBN:9781941627877)

PFP 5383: Financial Planning with Emotional Intelligence

  • Anthony, M. (2015). Selling with emotional intelligence. Insights Press (ISBN-10: 097275234X; ISBN-13: 978-0972752343)
  • West, S., & Anthony, M. (2020). Storytelling revisited: How top advisors persuade. Insights Press (e-book via Kindle only; ASIN: B088B9875Q)
  • West, S., & Anthony, M. (2011). Defining conversations: A little book about a big idea. Insights Press (ISBN-10: 0972752374; ISBN-13: 978-0972752374)

PFP 5365: Fundamentals of Life-Centered Financial Planning

  • Anthony, M. (2002). Your clients for life: The definitive guide to becoming a successful financial planner. Kaplan (ISBN-10: 0793149541; ISBN-13: 978-0793149544)
  • Anthony, M. (2008). From the boiler room to the living room: The financial services revolution and what it means to you and your clients. Wiley (ISBN: 978-0-470-25509-4)
  • Anthony, M. (2020). The new retirementality (5th ed.). Wiley (ISBN: 978-1-119-61148-6)
  • West, S., & Anthony, M. (2005). Your client's story: Know your clients and the rest will follow. Kaplan (ISBN 10: 0793195705; ISBN 13: 9780793195701)

For further information concerning the Continuing Education graduate certificate option, contact:

hs.pfp.lifecentered@ttu.edu