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CFP training courses and schools
Certified Financial Planner Exam

School: College for Financial Planning
[All Courses]

CFP Certification Examination Review
Course Format: Online
The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws. Online Review session includes: 48+ hours of instructor-l...
 

Estate Planning (Certificate)
Course Format: Online
Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M...
 

Retirement Planning & Employee Benefits (Certificate)
Course Format: Online
With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ...
 

Income Tax Planning (Certificate)
Course Format: Online
Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional and broadens your opportunities to do business. This third course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation i...
 

Investment Planning (Certificate)
Course Format: Online
In the second course you’ll learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients�financial plan...
 

Financial Planning Process & Insurance (Certificate)
Course Format: Online
The program’s first course begins with a presentation of the basics that form the foundation of knowledge you need as a working financial services professional. The financial planning process and time value of money concepts are covered, as are the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and ...
 

CFP (Certificate)
Course Format: Online
Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNERâ„?Professional may provide the opportunity and potential you seek. The College’s CFP® Certification Professional Education Program is the nation’s most successful program with 35+ years of experience providing financial planning education...
 

School: Old Dominion University Executive Development Center
[All Courses]

CERTIFIED FINANCIAL PLANNER (CFP)
Course Format: Classroom
The financial planning industry is one of the fastest growing career fields, and there is strong demand for people with financial planning skills and credentials. The CERTIFIED FINANCIAL PLANNERâ„?Certification Education Program prepares individuals for success in this demanding but highly rewarding field. The courses in this program cover the areas of expertise that are needed to develop comp...
 

School: Element K
[All Courses]

Financial Products for Savers
Course Format: Online
This course explains the differences between savings and investments and also the different products available for savings. On completion of this course, you will be familiar with the differences between saving and investment, product choices available for saving. Objectives: This course explains the differences between savings and investments and also the different products available fo...
 

Financial Products for Investors
Course Format: Online
This course provides an introduction to the process of financial planning. On completion of this course, you will be familiar with, product choice available for investment, features of various investment products and the difference between various investment products. Objectives: This course provides an introduction to the process of financial planning and helps the user understand produ...
 

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