Certified Financial Planner CFP Certificate

Build your financial knowledge and expand your job potential through CFP certification. Expand your qualifications for your current position in the financial services industry or plan for a career change to one of the fastest growing industries in the United States.

This Exam Prep program is registered with the Certified Financial Planner Board of Standards as an approved education program in preparation for the CFP Certification Examination.

The CFP Certification Program provides the skills, training, and knowledge to succeed in the financial services industry, as well as the education requirement needed to sit for the CFP Certification Examination. Whether you are new to the financial services industry or a seasoned professional, this program is designed to be equally beneficial. The program is a sequential six-course certificate program. Our program's schedule allows you to complete your studies in approximately 14 months, while maintaining a full-time job.

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COURSE ONE: INSURANCE

A study of the basic ideas, problems, and principles found in all types of modern day insurance, including fundamentals of insurance contracts, the nature of the insurance institution, and government regulation of insurance.

• Dates: open enrollment
• Duration: At your own pace
• Course Length: Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $525 USD + book costs
• CEUs: 4.5 CEUs
• Code:00-TEST-CFP-ON

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COURSE TWO: INTRODUCTION TO FINANCIAL ACCOUNTING (INCOME TAX PLANNING)

An introduction to federal and state income tax laws and regulations including taxable and nontaxable income, deductions, credits, types of entities, ethics, tax research and tax planning.

• Dates: Open enrollment
• Duration: At your own pace
• Course Length:Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $525 USD + book costs
• CEUs: 4.5 CEUs
• Code: 00-TEST-CFP-ON

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COURSE THREE: RETIREMENT AND EMPLOYEE BENEFIT PLANNING

In this course, students apply retirement planning and employee benefits in personal financial planning. This course is designed to provide students with an understanding of the concepts of the ethical considerations, Social Security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits, and analysis of retirement factors.

• Dates: Open enrollment
• Duration: At your own pace
• Course Length:Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $525 USD + book costs
• CEUs: 4.5 CEUs
• Code: 00-TEST-CFP-ON

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COURSE FOUR: INVESTMENTS

A first course in investments designed to develop a successful investment program. Topics include a discussion of economic and industry specific issues, a survey of securities, security analysis and valuation, securities markets, and securities laws

• Dates: Open enrollment
• Duration: At your own pace
• Course Length:Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $525 USD + book costs
• CEUs: 4.5 CEUs
• Code: 00-TEST-CFP-ON

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COURSE FIVE: ESTATE PLANNING

In this course, students apply estate planning in personal financial planning. This course is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations.

• Dates: Open enrollment
• Duration: At your own pace
• Course Length:Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $525 USD + book costs
• CEUs: 4.5 CEUs
• Code: 00-TEST-CFP-ON

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COURSE SIX: PROFESSIONAL FINANCIAL PLANNING CAPSTONE

The study of the principles, concepts, ethics and applications of financial planning for the professional planner working with individuals, families, or businesses. Analytical procedures will be taught and cases used to illustrate the determination of financial goals, appropriate product selection, and planning process implementation necessary to accomplish goals

• Dates: Open enrollment
• Duration: At your own pace
• Course Length:Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
• Location: Online
• Course Fee: $700.00 USD + book costs
• CEUs: 4.5 CEUs
• Code: 00-TEST-CFP-ON

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.