Finance Programs

Want to enhance your worth in these tenuous times? CBT programs provide the tools to help you stay current in your field. Our programs will not only make you competitive in your current position, but will increase your value to your employer, customers, and colleagues. Whether you are self-employed, looking for a new position, or interested in adding to your current resume, CBT is for you.

[Finance]   [Accounting]   [Real Estate]
Financial Planning Certificate Program

Financial Planning is one of the fastest growing career paths and the CFP® certification is one of the most recognized and sought-after certifications. Pace University's Center for Business and Technology offers the Financial Planning Certificate Program, preparing graduates to take the national CFP® Certification Examination administered three times a year by the Certified Financial Planner Board of Standards, Inc. Classes meet one night a week for 10 weeks from 6:00 p.m. - 9:00 p.m. unless otherwise noted.

Seven-Course Training Module

  1. Fundamentals of Financial Planning
  2. Insurance Planning
  3. Investment Planning
  4. Income Tax Planning
  5. Retirement Planning & Employee Benefits
  6. Estate Planning
  7. Capstone in Financial Planning

Tuesday, May 21, 2013
(White Plains Campus)

Wednesday, May 22, 2013
(Midtown Center Campus)

Registration is required!
CALL (914) 422-4334
or 1-800-727-2238 to sign up

HP12C & HP10bII Financial Calculator Workshop

The financial calculator workshop is designed for candidates preparing to take the CFP® certification examination and professionals looking for basic knowledge of financial calculator use. No prior knowledge is necessary. Students will learn to use all of the basic features of the calculator as well as advanced functions. Problems covered in the workshop will be similar to those frequently appearing on the CFP® certification examination given by the Certified Financial Planner Board of Standards.

CFP® Exam Review Program

Take the stress out of the CFP® exam with our intensive six day program. Pace's expert instruction and exam simulations help students master the core information included in the CFP® certification exam. This intensive program provides a comprehensive overview of study concepts and cases corresponding to the 78 topics tested on the exam.

Elder Law and Planning

Master the basics of estate laws to create plans that will meet the needs of the aging person. Topics include: Social Security, Medicare, Medicaid, Transferring Assets, Wills, Administration of an Estate, Trusts, Taxation of Estates and Gifts, Gifts to Charities, Guardianships, Health Care Initiatives, and Power of Attorney.

  Register Now!

Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at


Disclaimer: Pace University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.