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:
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 514: Tax Planning||Online||799.00|
|Course 515: Retirement Savings and Income Planning||Online||799.00|
|Course 516: Estate Planning||Online||799.00|
|Course 517: Capstone - Financial Plan Development||Online||799.00|
|Course 511: General Financial Planning Principles||Online||799.00|
|Course 512: Risk Management, Insurance and Employee Benefits Planning||Online||799.00|
|Course 513: Investment Planning||Online||799.00|
These courses may be offered at a future date. Click the course Title link for more information.