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CFP training courses and schools
Certified Financial Planner Exam

School: Element K
[All Courses]

Tax Planning
Course Format: Online
This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in your lifetime is the money you pay in taxes. On completion of this course, you will be familiar with several legal strategies that can be used to reduce federal income taxes. Objectives: This course provides an introduction to taxes, primar...
 

Financial Planning
Course Format: Online
This course provides an introduction to the process of financial planning. On completion of this course you will be familiar with the meaning and process of financial planning, basic steps in financial planning. Objectives: This course provides an introduction to the process of financial planning and helps the user understand the meaning and process of financial planning, basic steps in ...
 

School: California State University Fullerton
[All Courses]

Financial Planning and Management for Nonprofit Organizations (Certificate)
Course Format: Classroom
This one-semester Financial Planning and Management for Nonprofit Organizations Certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financial planning and management for nonprofit organizations. This comprehensive program takes you from the nuts and bolts of how a nonprofit is established, to an explorat...
 

School: Florida State University Center for Professional Development
[All Courses]

Estate Planning (Certificate)
Course Format: Online
Covers topics #68 - #89 of CFP Board’s Job Knowledge Requirements. Preservation of property and the ability to have that property meet clients’ long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc....
 

Retirement Planning (Certificate)
Course Format: Online
Covers topics #59 - #67 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #31 - #33 are covered in this course (Employee Benefits #27 - #30 are covered in Insurance Planning and Risk Management). This course is designed to instruct the practitioner in retirement needs analysis, Social Security, Medicare, types of retirement plans including tax-advant...
 

Income Tax Planning (Certificate)
Course Format: Online
Covers topics #44 - #58 of CFP Board’s Job Knowledge Requirements. Tax planning as an integral part of achieving an individual’s financial goals will be emphasized. Specific knowledge of tax calculation, accounting, and impact of business structures will be stressed.
 

Investment Planning (Certificate)
Course Format: Online
Covers topics #34 - #43 of CFP Board’s Job Knowledge Requirements. This course focuses on the design and integration of different investment vehicles into a portfolio intended to meet client needs and objectives. Topics include financial markets, instruments, sources of financial information, investments, and portfolio theory.
 

Insurance Planning and Risk Management (Certificate)
Course Format: Online
Covers topics #15 - #26 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #27 - #30 are covered in this course (Employee Benefits #31 - #33 are covered in Retirement Planning). This Insurance Planning course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Insurance topics including life, an...
 

Intro to Financial Planning (Certificate)
Course Format: Online
This course provides an overview of the field of financial planning and the planning process, including ethical considerations and related issues. Additional topics include personal financial statements, budgeting, emergency fund planning, credit and debt management, buying vs. leasing, regulation of financial institutions, educational funding, financial planning for special circumstances such ...
 

Financial Planning (CFP) (Certificate)
Course Format: Online
The Florida State University Online Certificate in Financial Planning Program is professional education - where and when you want it - in the most interactive and technologically advanced environment! In addition to having access to the best instructors and the highest quality course content, our program will provide you with the skills you need to tap the wealth of resources available to finan...
 

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