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Contact Us | 866.906.9190
Connect Online   |   



CERTIFIED FINANCIAL PLANNER



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

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