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Registered Paraplanner

Foundations in Financial PlanningSM
Program leading to the
Registered ParaplannerSM or RP®

The Foundations in Financial PlanningSM program is excellent for someone like me who is just starting a career in financial planning. Course materials provide a well-written and comprehensive introduction to the financial services industry. - Pat G.

Program Summary:

This program is ideal for frontline employees in the financial services industry, particularly as the industry evolves and becomes more complex. Students will gain basic, practical knowledge of the financial planning process and the five disciplines of financial planning.

Students will be introduced to different product categories, essential terminology, and general concepts applicable to financial planning. Completing the Foundations in Financial Planning course and a three-month internship will allow you to earn the right to use the Registered ParaplannerSM or RP® mark.

In addition to becoming an expert in your chosen field, earning the RP® designation has also been shown to increase your earnings and your number of clients. You can find this information and information pertaining to our other programs in our annual Survey of Trends in the Financial Planning Industry.

Course Topics:

  • The Financial Planning Process
  • Financial Statements & Cash Flow Management
  • The Time Value of Money
  • Investment Principles & Mutual Funds
  • Equities & Debt Instruments
  • Tax Planning
  • Retirement Planning
  • Introduction to Insurance
  • Life & Health Insurance
  • Estate Planning

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.

MyChoice Custom Education Platform

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Student Loans are available

Students typically complete their studies within 6-8 weeks. The Foundations in Financial PlanningSM program may allow you to earn up to 45 hours of continuing education credit with some organizations, but does not qualify for degree credit at the College for Financial Planning.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.




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