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Programs
Why would you pick a career in financial planning? It’s
consistently voted as one of the nation’s top careers -– based
on high rankings for the profession’s environment, income, employment,
security, and other criteria. You can expect this trend to be reinforced
with aging baby boomers seeking assistance to manage their money, plan
for their children’s education, and invest for their own retirement.
You can work at your own pace and access your course materials online
24 hours a day, 7 days a week from any location that has Internet access.
To learn more, click on the links below.
CFP® Certification Professional Education
Program
Financial planning is more than a rewarding career…for many professionals
it’s their passion. And, there’s no better way to set yourself
apart from the rest than to earn your CERTIFIED FINANCIAL PLANNER™
certification.
Why pick the College for Financial Planning … because you can be
among our 81% passing the CFP® Certification
Examination* on the first attempt … your studies will be supercharged
with 30+ years of experience in creating successful students.
Your studies will focus on the five main topic areas tested on the national
CFP Certification Examination. You’ll fulfill the education requirement
for your certification, plus gain insights into client-centered, problem-solving
methods via case studies that you can apply to your business immediately.
You’ll find each course builds on the previous one, giving you a
solid foundation of financial planning knowledge.
You’ll be able to better counsel your clients with a solid understanding
of all the components of financial planning…from tax and investments
to retirement and estate planning.
*Certified Financial Planner Board of Standards Inc. owns
the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and
CFP (with flame logo)®, which it awards to individuals
who successfully complete initial and ongoing certification requirements.
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CFP® Certification Mentor Online
Course
Looking for a Web-delivered class to speed up your CFP studies? Check
out CFP Mentor which delivers 20 hours of live instruction via your computer.
If you miss a session, just access the recorded class to catch up. Classes
are offered five times a year, for two hours twice a week, and are structured
so you can be ready to sit for the CFP Examination in 12 months.
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CFP Certification Examination Reviews
Take that last step to ensure you pass the national exam:
- Live Reviews: Intensive
classroom reviews reinforcing the five topics areas and highlighting
updated tax laws – 80% of College Live Review attendees report
passing the CFP exam.
- Web-Delivered
Review: Can’t attend a Live Review but need a refresher course
prior to the exam? Get 48 hours of “live” lectures delivered
via the Web with the most difficult concepts explaine via visuals presented
on your PC.
- Challenger Review:
Provides an intensive look at the 101 topics that you may be tested
on in the CFP Certification Exam.
- Internet Review:
Test your knowledge with more than 1,000 multiple-choice questions that
will help you identify areas needing additional study.
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Master of Science Degree
A master of science degree after your name says you have attained one
of the highest levels of expertise available—something many clients
demand before they will put their trust in you to preserve their wealth,
structure their investments, and plot a course for their retirement. Your
master’s with the College for Financial Planning is delivered via
instructor-led distance education, allowing you to pursue your advanced
degree and maintain your career while fitting the studies into your busy
lifestyle.
- Personal Financial
Planning Major: This two-for-one field of study prepares you for the
CFP Certification Examination (in five courses), then positions you
for a master’s degree (after seven additional courses). Your studies
will emphasize the traditional areas of financial planning and then
expand into specialized instruction. Your new skills will enable you
to address the concerns of sophisticated and affluent clients and attract
high-net-worth clients.
- Financial Analysis
Major: Your studies in this major incorporate the CFA Institute’s
Body of Knowledge, preparing you for the CFA Level 1, 2, and 3 exams.
You’ll leave your studies with an in-depth investment knowledge
gained via real-world situations and case scenarios that you can translate
and use in client situations.
- Finance Major:
This degree will propel you above others in the business world because
you’ll have the technical competence to make financial decisions
that can generate true value for today’s business stakeholders.
You’ll develop a grounded foundation for business, economic, and
quantitative skills.
CFA Institute does not endorse, promote, review, or warrant
the accuracy of the products or services offered by the College for Financial
Planning or verify or endorse the pass rates claimed by the College for
Financial Planning. CFA® and Chartered Financial Analyst®
are trademarks owned by CFA Institute (formerly known as AIMR®,
or the Association for Investment Management and Research®).
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Professional Designations
From wealth management to retirement planning, pick a designation to put
your career on the fast track and open doors with your clients in new
areas. Whether you are just starting to invest in your career or looking
to expand your knowledge in the hot retirement arena, you can complete
one of these programs in as little as two months:
- RPSM
- Registered Paraplanner
- AWMASM
– Accredited Wealth Management AdvisorSM
- AAMS®
- Accredited Asset Management SpecialistSM
- CMFC®
- Chartered Mutual Fund CounselorSM
- CRPS®
- Chartered Retirement Plans SpecialistSM
- CRPC®
- Chartered Retirement Planning CounselorSM
You’ll gain advanced yet practical knowledge with these self-study
courses, allowing you to build stronger, lasting client relationships.
- Your practice
will expand into specialized areas such retirement distributions.
- Clients will seek
your advice—and send referrals—based on your expanded knowledge.
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For additional pricing information, including available corporate
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