Course Description: The CFP® Certification Professional Education Program is an education program that prepares advisors to obtain the CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Founded by the College for Financial Planning in 1972, the CFP® certification is the nation’s premier comprehensive financial planning credential.
The CFP® certification education covers every aspect of personal financial planning followed by a comprehensive examination and signing of a statement of ethics. The certification is currently maintained and issued by the Certified Financial Planner Board of Standards Inc. with more than 78,000 active practitioners and 300 CFP Board-Registered Programs nationwide.
Why choose the College’s CFP® Certification Professional Education Program?
I would highly recommend the College for Financial Planning to anyone that is serious about pursuing the CFP®. – Brian M.
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Over the last 40 years, the CFP® Certification has remained the nation’s most prestigious financial credential. While there are literally hundreds of CFP® education providers, the College’s program remains the easy choice for advisors interested in becoming the next successful CFP® certificant. The College created the CFP® certification in 1972 and our program is the longest running and most respected by the nation’s top financial firms.
The College’s CFP® Certification Professional Education Program consists of 5 courses (each with a final examination) followed by a comprehensive financial plan development course.
Upon completion of the program and all other requirements, students are eligible to sit for the CFP® Certification Examination. Complete details on the requirements for the CFP® Certification can be found at the CFP Board website.
CFPE 501: Financial Planning Process & Insurance
CFPE 502: Investment Planning
CFPE 503: Income Tax Planning
CFPE 504: Retirement Planning & Employee Benefits
CFPE 505: Estate Planning
CFPE 506: Financial Plan Development
Starting on 1/1/12, CFP Board began requiring to complete a financial plan development course. CFPE506 meets this requirement by covering the development of a financial plan from initial client meeting to monitoring the plan. Special emphasis is placed on identification of financial issues and integration of practical recommendations to improve the client’s financial situation.
In addition, the course reviews some components of each of the various aspects of a financial plan, including analysis of cash flow and balance sheet, income tax calculations, survivor needs, disability income issues, health issues, long-term care needs, property and casualty risk management, education, other goals, retirement planning, estate planning, investment analysis, and portfolio construction.
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first attempts at each of the 5 course examinations are included as part of your enrollment. Subsequent examination attempts are $100 each. Students are required to attempt the examination for their current course every 6 months in order to stay active.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Classes meet each Monday & Wednesday
Monday, January 15, 2018
Wednesday, March 7, 2018
Classes meet each Monday & Wednesday
Monday, March 13, 2018
Wednesday, May 3, 2018
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
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The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at firstname.lastname@example.org.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.