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Academics/Continuing education/Courses/Capstone

Professional Financial Planning Capstone

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  • Dates: Open enrollment
  • Time: 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
  • Code: 00-TEST-CFP-ON
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.

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Certified Financial Planner Prep

CERTIFIED FINANCIAL PLANNER

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.