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

Income Tax Planning (Certificate)
Course Format: Online
School/Trainer: Florida State University Center for Professional Development [>>]
Training Center(s)/Venue(s): Tallahassee, United States

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. ...

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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. ...

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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......

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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 ......

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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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Duquesne University’s Executive Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. An outstanding faculty presents the material in a manne......

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Sacred Heart University will offer a comprehensive schedule of Financial Planning classes at The Center for Financial Education, Stamford Campus. Certified financial planners work with individuals and families to advise and help them plan for a solid financial future. They provide guidance in areas including insurance, savings, investments, asset management, and retirement planning. ...

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Learn from experienced tutor and gain insight into the finer aspects of financial planning. Stress on concepts as tested by the FPSB rather than rote learning. ...

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The CFPS exam is a rigorous test of both the knowledge of the counting rules laid out in the current release of the CPM and the ability to apply those rules. The exam consists of three sections: Definition, Implementation and Case. An individual must have at least 90% correct on each section of the exam or at least 90% overall correct with at least 80% correct on each section of the exam in ord......

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E �KOACH, E-Tutor, Online Mock Test, Web-enars, Digital Learning Resources (DLR)...

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