Certified Financial Planner

Whether you are new to the industry or an experienced financial planner, you know about the prestigious CFP® certification and what it can mean to your future. Recognized as the highest standard, earning the CFP® mark will open up rewarding opportunities and earning potential.

We are pleased to partner with Kaplan Schweser to offer online Certified Financial Planner™ courses. Kaplan's CFP® board registered programs provide the focus and structure you need to master the eight major domains covered on the CFP® program. Online/Accelerated Certificate Program for CFP® Certification. Upon successful completion of all 7 courses, you will be eligible to sit for the comprehensive CFP® exam.

To view more information about the CFP Exam Click Here

Required Courses:

1. General Financial Planning Principles
2. Risk Management, Insurance and Employee Benefits Planning
3. Investment Planning
4. Tax Planning
5. Retirement Savings and Income Planning
6. Estate Planning
7. Capstone: Financial Plan Development

The CFP Program includes:
  • OnDemand Lecture Videos
  • Education eBooks (print books or both available)
  • Education QBank
  • Instructor Email Access via Instructor Link
  • Performance Tracker and Activity Feed
  • Module Quizzes and Practice Exam
  • Learning Objective Videos
  • Instructor Phone Support

    Note: All classes are offered online, requiring a computer with a high-speed internet connection and sound.

    Total Program Cost: $5643.00* (Includes $50.00 Certificate Fee)
    Upon completion of the program, participants must complete the Certified Financial Planner Certificate Request Form, submit it to the Continuing Education office and pay the $50.00 processing fee.

    Click the course Title link for more information.

    Course 513: Investment PlanningOnline799.00

    These courses may be offered at a future date. Click the course Title link for more information.

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