Certified Financial Planner
The Certified Financial Planner (CFP) Certification Education Program meets the needs of professionals who plan, assess, and evaluate a client’s financial future through the development of a comprehensive financial plan.
Who Should Attend:
The demand for CFP professionals is expected to grow by 32% in the next decade.* This certificate has been established to meet the need of professionals who are able to plan, access and evaluate a client’s financial future through the development of a comprehensive financial plan. This program is registered with the Certified Financial Planner Board of Standards Inc. Succession completion of the program makes you eligible to sit for the CFP® Certifi cation Examination.
About the CFP Program
Courses are taught by financial service professionals who provide current information in a variety of financial planning areas. Individuals who successfully complete our program will fulfill the CFP Board 270 contact hour minimum education requirement and become eligible to sit for the CFP® Certification Exam.
Students who start in February will be able to sit for the CFP® Certification Exam in March of 2020.
Course materials include:
- General Principles of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- CFP Case Study/Capstone
For more information contact firstname.lastname@example.org.
Last Updated October 8, 2018