CFP Certification Professional Education Program

CFP-SOT Banner

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.



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

  • Introduction to the Financial Planning Process
  • Regulatory & Ethical Considerations for Financial Planners
  • Introduction to the Time Value of Money
  • Introduction to the Insurance Industry
  • Introduction to Risk Management & Related Legal Issues
  • Introduction to Life Insurance & Annuities
  • The Life Insurance Selection Process
  • Health Care Plans
  • Disability Income & Long-Term Care Insurance
  • Property & Liability Insurance

CFPE 502: Investment Planning

  • Security Markets & the Economic Environment
  • Investment Risk & Return
  • Modern Portfolio Theory
  • Common Stock Valuation & Performance Measurement
  • Security Analysis
  • Features of Fixed-Income Securities
  • Valuation & Analysis of Fixed-Income Investments
  • Derivatives
  • Real Assets & Foreign Investments
  • Mutual Funds & Other Investments

CFPE 503: Income Tax Planning

  • Income Tax Concepts, Basic Terminology & Tax Calculations
  • Tax Accounting & Forms of Business
  • Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
  • Income Tax Aspects of the Disposition of Property
  • Passive Activity Losses & Related Topics
  • Income Tax Aspects of Securities
  • Tax Planning for the Family
  • Tax Law Research & Special Income Tax Considerations

CFPE 504: Retirement Planning & Employee Benefits

  • Planning for Retirement
  • Introduction to Retirement Plans
  • Defined Contribution Plans for the Private Sector
  • Defined Benefit Plans for the Private Sector
  • Retirement Plans for Nonprofit & Governmental Entities
  • Plan Design, Installation & Administration Issues
  • Retirement Plan Distributions
  • Other Employee Group Benefits
  • Nonqualified Executive Benefit Plans

CFPE 505: Estate Planning

  • Estate Planning Process & Goals
  • Methods of Estate Transfer at Death
  • The Federal Estate Tax
  • The Federal Gift Tax
  • Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
  • Methods of Estate Transfer During Life
  • Estate Liquidity & Postmortem Actions
  • Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries

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.

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:

The program is delivered via the College’s exclusive MyChoice learning platform. Most students complete their studies within 1-2 years, although your completion time may be faster or slower than the duration cited. Students are permitted up to 3 years to complete the program. 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.