CFP Certification Professional Education Program

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Program Summary:

The CFP® or CERTIFIED FINANCIAL PLANNER™ Certification is the most respected financial credential for financial planners, financial firms, and those seeking the advice of a financial planner.

Whether you’re looking for a more rewarding career or want to enhance the one you currently have, becoming a CFP® Professional can provide the opportunity and potential you seek.

CFP® certificants have been shown to earn more and report increases to both their number of clients and their own job satisfaction.

 

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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.

Course Topics:

  • 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

Are you a CLU, ChFC, CPA, CFA®, PhD, or licensed attorney? You have the ability to “challenge” the CFP Certification Examination education requirements and are only required to complete CFPE 506. Complete details on the challenge option can be found here. Contact our enrollment team at 1-800-237-9990 x 3 for details on how to enroll into CFPE 506 as a challenger.

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

This is a great program to prepare you for the exam – Scott J.

Course Details:

Most students complete their studies within 1-2 years. Completing the program fulfills the core education requirement for certification by CFP Board of Standards, qualifying you to sit for the CFP® Certification Examination. Additional information on CFP Board’s requirements can be found on their website. Completion may allow you to earn up to 15 semester credit hours toward an MS in Personal Financial Planning, and between 150-278 hours of continuing education credit with some organizations.