The Certified Financial Planner® or CFP® Professional Education Program has defined the financial planning profession since 1972 and has been the basis on which many other financial planning education programs have been developed.
The program is a recognized standard among those who seek the knowledge and skills necessary to objectively assess their clients' current financial status, identify problem areas, and recommend appropriate actions--in short, to provide comprehensive, client-based financial planning.
Through a study of the financial planning process, advisors learn to respond to each client's unique financial concerns, addressing them with the most effective financial techniques and solutions. Students also learn to recognize a client's need for the special skills of other professionals--such as accountants and attorneys--and to coordinate a team of consultants working toward a client's financial goals and objectives.
Successful completion of the program fulfills the education requirement for taking the Certified Financial Planner Board of Standards, Inc. (CFP Board) Certification Examination. A review course to help prepare for the CFP Board Certification Examination is included with the program.
Specialized Designation Programs
These programs offer advanced training -- in as little as four months -- in crucial financial planning areas that will help you expand your business. Choose from these specialized programs: