CFP Training Courses and Workshops
School(s) providing training of Certified Financial Planner Exam

Certified Financial Planner
Course Format: Classroom
School/Trainer: Augusta State University [>>]
Training Center(s)/Venue(s): Augusta, United States

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. ......

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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......

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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......

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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......

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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. ...

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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......

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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....

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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....

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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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This course introduces the financial planning profession, the concepts of the time value of money, insurance planning, and the practice of personal financial planning by professional planners. A financial calculator is required for this course....

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