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CFP training courses and schools
Certified Financial Planner Exam

School: Kansas State University Graduate School
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Personal financial planning (Certificate)
Course Format: Online
Kansas State University’s personal financial planning certificate program is a CFP Board-Registered Program, offered through the School of Family Studies. Accurate and timely information in the key area of financial planning will be provided, in addition to meeting the educational requirements of CFP Board, qualifying students to sit for the CFP® Certification Examination. K-State’...
 

School: Augusta State University
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Certified Financial Planner
Course Format: Classroom
Today, more and more individuals understand that every financial decision they make impacts their overall financial position and their ability to achieve their goals. Many of these individuals also recognize the growing complexity of the financial choices that they face. These individuals are turning to financial planning professionals to assist them in achieving their overall financial goals. ...
 

School: The University of Georgia Center for Continuing Education
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Certified Financial Planner (CFP)
Course Format: Online
The online Certified Financial Planner (CFP) program provides instruction that prepares students to pass the CERTIFIED FINANCIAL PLANNERâ„?Certification Examination to become a CFP. After completing this program, students will be eligible to sit for the CFP exam. This program covers financial planning process and insurance, investment planning, income tax planning, retirement planning and employ...
 

School: University of California, Riverside
[All Courses]

Certified Financial Planner (CFP)
Course Format: Classroom
The Personal Financial Planning program has long been a flagship certificate program throughout University of California. Thousands of financial planning professionals have developed and honed their skills through this comprehensive program that fulfills the educational requirements to sit for the national board Certified Financial Planner examination. Objectives Students in this program ex...
 

School: Mobile Technical Institute
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Certified Financial Planner - CFP
Course Format: Online
Use American Investment Training and our online university to earn your CFP CE course hour credits for your continuing education requirements as a Certified Financial Planner. All training subjects are approved for credit towards your planner certification. The course subjects are offered in a dynamic online manner with a free demo to see the presentation of your CFP education subjects. T...
 

School: New Jersey City University
[All Courses]

Certificate in Professional Financial Planning
Course Format: Classroom
A Graduate Certificate in Professional Financial Planning is appropriate for an individual who is interested in becoming a Certified Financial Planner® certificant. This program is registered with the CFP Board and meets the educational requirements to sit for the CFP® examination.
 

School: University of Dallas Graduate School of Management
[All Courses]

MBA Financial Services
Course Format: Classroom
The complexity of personal finance demands advisors with broad knowledge of the many financial strategies available to individuals. This program prepares financial generalists to work in either financial service firms that utilize financial specialists, or as private practitioners. In addition to a core foundation of business skills and concepts, students gain exposure to a wide variety of fina...
 

School: University of New Mexico Division of Continuing Education
[All Courses]

Estate Tax Planning
Course Format: Classroom
This course presents estate planning and the taxation of estates for the purposes of financial planning. Topics covered by this course include the tax implications of gifts and bequests, federal estate tax, and revocable and irrevocable trusts, to include bypass and marital deduction trusts.
 

Taxation of Persons, Property
Course Format: Classroom
It’s impossible to plan for the avoidance, minimization, or deferral of taxation without a thorough understanding of income tax law. This course examines the federal income tax system with particular emphasis on individual, sole proprietorship, partnership, and LLC/corporation (including S corporation) taxation.
 

Investment Analysis and Portfolio Management
Course Format: Classroom
In this module, participants study risk-return, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants will also analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valu...
 

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