CFP schools/courses

Certified Financial Planner Exam programs, certificates, diplomas and degrees (On campus, Online or On-site)
Total 10 training courses/programs at schools in Washington, DC, USA



Graziadio School of Business and Management

Campus/Training Center: Online
Phone No.: 310.568.5500

CFP (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

The Online Executive Certificate in Financial Planning program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.


University of Nevada, Las Vegas

Campus/Training Center: Online
Phone No.: (702) 895-3394

Executive Certified Financial Planning (CFP)

Course Format: Online/Virtual Classroom/Webinar  V

The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the course materials can be extended in three-month increments at no additional charge. You can continuously extend your online access until you’ve completed the program requirements. At enrollment, you are given nine months access, with the option for unlimited free extensions. T... [Read More]


Post University

Campus/Training Center: Online
Phone No.: 800.345.2562

Personal Finance (CFP)

Course Format: Online/Virtual Classroom/Webinar  V

Post University’s B.S. in Finance with a concentration in Personal Finance helps students develop the knowledge and skills they need to provide financial advice and financial services to individuals and households. Students will learn to use the principles and tools of finance to prepare, plan, save and invest for an individual’s or household’s future.

Students also gain knowledge and understanding of financial markets and financial institutions and their role in the global economy. This program also will provide you with the necessary background to sit for the Certified Financial Planner’s Examination.


Extended Education at California State University, Los Angeles

Campus/Training Center: Online
Phone No.: (323) 343-4900

Certified Financial Planner (CFP)

Course Format: Online/Virtual Classroom/Webinar  V

CSU Los Angeles?Certified Financial Planner?Certification Education Program meets the educational requirements of professional advisers in the fields of retirement and investment planning to sit for the qualifying CFP Board examination. The non-credit educational program is structured around the student’s completion of five modules in the following areas:

•Tax Management and Strategy
•Risk Management and Insurance
•Investment Planning
•Retirement Planning and Employee Benefits
•Principles of Estate Planning
The Program Offers:
•Fully online courses
•Access to expert mentors
•An accelerated format–complete courses in 6 months!
Who Can Enroll?While there are no prerequisites for these courses, participants will be expected to have basic knowledge of such financial concepts as: the time value of money; basic statistics and accounting principles; and basic economic principles. ( Note: that part of the “Education?requirement to take the C... [Read More]


Learninsurance.com

Campus/Training Center: Online
Phone No.: 888-360-TRNG, +1-512-441-1097

Platinum Test Preparation for the CFP Certification

Course Format: Online/Virtual Classroom/Webinar  V

The ultimate preparation program for the CFP® Certification Examination. This package includes the Online Test Preparation Course with the Platinum Test Preparation Package for the CFP® Certification Examination. This best-in-class package includes:

?A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board... [Read More]

Basic Test Preparation for the CFP Certification

Course Format: Online/Virtual Classroom/Webinar  V

Give yourself the flexibility of the Online Course with the textbook materials in this package. It includes:

?A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board’s 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board... [Read More]


360institute

Campus/Training Center: Online
Phone No.: 888-360-8764, +1-512-441-1097

CFP Board Code of Ethics

Course Format: Online/Virtual Classroom/Webinar  V

This course provides a practical review of the Code of Ethics and Practice Standards through the use of definitions and short case studies in which you will have the opportunity to practice your ethical responsibilities. In some of the cases that we will present to you, there will be no right or wrong answer, but you will have to proceed in an ethical manner if faced with such situations in providing your financial planning services.

While completing the case studies, you should refer to the Code of Ethics and Professional Responsibility and Disciplinary Rules and Procedures found at www.cfp.net. Always keep in mind that this section represents the official adopted version of the Code.
LEARNING OBJECTIVES:
?Identify the concepts comprising the Code of Ethics and Professional Responsibility
?Describe professionalism and ethical standards expected from a CFP Board designee
?Show the attributes associated with a high standard of professionalism
?Apply... [Read More]


Kaplan Schweser

Campus/Training Center: Online
Phone No.: (608) 779-5599

CFP - Certified Financial Planner

Course Format: Online/Virtual Classroom/Webinar  V

At Kaplan Schweser, we guide you through the study process and focus on your
specific needs. We offer MORE to sustain your focus, improve your retention,
and continually test your concept application.
?More Support ?Receive direct access to our exam prep experts
to obtain greater insight into your most difficult questions.
?More Focus ?Set up a complete study plan that is fully customizable
to fit your learning style and schedule.
?More Study Tools ?Prepare with an all-inclusive, up-to-date study
solution that includes live instruction, study notes, practice tools,
and no hidden fees.
?More Convenience ?Study anytime, anywhere with our unique,
on-demand online resources.


College for Financial Planning

Campus/Training Center: Online
Phone No.: 800-237-9990

CFP Certification Examination Review

Course Format: Online/Virtual Classroom/Webinar  V

The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws.

Online Review session includes:

48+ hours of instructor-led, online instruction.
Toll-free exam preparation support—if you have additional questions, just call our team of professionals for help answering your questions.
Our guarantee! We are so confident you’ll pass the exam after taking one of our Live Reviews, we guarantee that you’ll pass the first time—or you can retake our Live Review free of charge!
Online Reviews are scheduled two months before each CFP® Certification Examination and last for six weeks.

CFP (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNER?Professional may provide the opportunity and potential you seek.

The College’s CFP® Certification Professional Education Program is the nation’s most successful program with 35+ years of experience providing financial planning education to the nation’s top financial advisors.

Courses are structured in logical order, allowing you to learn the entire financial planning process—from start to finish—via real client situations and models defining useful planning techniques. You’ll gain the tools and expertise you need to advise clients through the process with confidence.

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