CFP training courses and schools
Certified Financial Planner Exam programs, certificates, diplomas and degrees

Total 25 training course(s)/program(s) at schools in United States.



DePaul University Continuing and Professional Education

Training Center/Campus: Chicago, Illinois, United States
Phone No.: (312) 362-6300

CFP Certification Examination Review

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Several times a year, DePaul University partners with Professional Training Services, Inc. to provide a top-level review for the CFP® exam. The course reviews each of the modules in the Financial Planning Certificate Program, as well as test taking techniques and a mock examination.

Who Should Attend?

The CFP® Certification Examination Review is designed for students who have completed DePaul University&,#146,s Financial Planning Certificate Program or other CFP Board registered program, and who would like extra preparation for the CFP® exam.

Topics
•Fundamentals of financial planning
•Insurance planning
•Investment planning
•Income tax planning
•Retirement planning and employee benefits
•Estate planning
•Test taking strategies
•Mock CFP® Certification Examination


Temple University Center City

Training Center/Campus: Philadelphia, Pennsylvania, United States
Phone No.: 215.204.TUCC (8822)

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Temple University Center City (TUCC), in partnership with Kaplan Schweser, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) Program. This program meets the challenges faced by today&,#146,s financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. This certificate is a cohort program which requires completion of all courses to earn the certificate.

Required six courses:
•Fundamentals and Ethical Considerations &, Insurance and Employee Benefits
•Invest... [Read More]


UTA - Division for Enterprise Development

Training Centers/Campuses: Austin, Arlington, Houston, Texas, United States
Phone No.: 866-906-9190

CFP (Certificate)

Course Format: Online / Virtual Classroom / Webinar  V

UT Arlington Continuing Education is pleased to partner with Kaplan Schweser to offer online and self-study Certified Financial Planner?courses. Trust your CFP® exam success to the financial education industry leader! Kaplan&,#146,s CFP Board-registered programs provide the focus and structure you need to master the 8 major domains covered on the CFP® exam. Also, we know everyone studies differently...so we provide unique study programs you can choose from to perfectly suit your needs.
Online/Accelerated Certificate Program for CFP® Certification:
This time-tested program (our most popular) keeps you on task while providing individual flexibility.
•A virtual/online class setting
•Study how and when you want
•Earn your CFP® certification in 12 months
•All of the instructors are CFP® professionals
•Online exams and quizzes: No added testing center and proctoring costs.
•Pay as you go, if you desire.
•Experienced, expert... [Read More]


Santa Clara University

Training Center/Campus: Santa Clara, California, United States
Phone No.: 408-554-4000

CFP (Certificate)

Course Format: Online / Virtual Classroom / Webinar  V

This program was 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. 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.

Other benefits of the program include:
◾Complete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
◾Flexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you... [Read More]


South Seattle Community College

Training Center/Campus: Seattle, Washington, United States
Phone No.: 206-934-5300

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

South Seattle Community College is an affiliate of the College for Financial Planning in Denver, Colorado. SSCC provides classroom instruction for those enrolled in the (self-study) CERTIFIED FINANICAL PLANNER ?Professional Education Program.

All instructors, specialists in their topics, are CERTIFIED FINANICAL PLANNERS?and current practitioners.

The 10-week courses complement the self-study program by providing organization and structure, instructor expertise and class discussion. Students are enrolled in the College for Financial Planning for all their books, materials, and testing AND with South Seattle Community College for the classroom portion.


Queens University of Charlotte

Training Center/Campus: Charlotte, North Carolina, United States
Phone No.: 704.337.2200

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Join a group of over 62,000 CERTIFIED FINANCIAL PLANNERTM professionals across the country who have received this highly esteemed designation. The CFP® certification has become the gold standard for financial planners, who help individuals meet their life goals by effectively managing their financial resources. Completing the Financial Planner Program at Queens University of Charlotte is the first step to achieving the CFP® certification.

Established in 1993, The McColl School of business has earned a prestigious reputation through its offering of relevant graduate degrees, rigorous curriculum, and experienced faculty. Recently, the McColl School has expanded to include Certificate Courses. The Financial Planner Program is a certificate course that embodies the McColl School touch, including qualified and engaged faculty, challenging program of study, and staff dedicated to supporting you while achieving your goal of becoming a Certified Financial PlannerTM.


Graziadio School of Business and Management

Training Center/Campus: Los Angeles, California, United States
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.


Office of Professional Development - NC State University

Training Center/Campus: Raleigh, North Carolina, United States
Phone No.: 919.515.2261

Certified Financial Planner (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

NC State University’s Certified Financial Planner Certification Education Program is a series of classes required to sit for the CFP® Certification Examination. NC State University has established this certificate program to give you, the financial services professional, the knowledge you need to bring your skills to the next level and grow your business. Learn practical approaches with historical background and principles associated with practicing as a Certified Financial Planner® professional.


New Jersey City University

Training Center/Campus: Jersey City, New Jersey, United States
Phone No.: (201) 200-2000

CFP (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Master of Science in Finance offers a traditional core graduate curriculum in finance combined with a specialization in one of three professional areas - financial planning, financial analysis, or financial management. The capstone of the program is a major case study relevant to the student’s concentration. The objective of the capstone is to connect the concepts and skills developed in the program with professional practice.
Each program of study includes the curriculum appropriate to preparation for the examinations for one of the following professional credentials: the CFP® certification in financial planning, the CFA® or chartered financial analyst credential, and the CFM or certified in financial management designation.


University of Nevada, Las Vegas

Training Center/Campus: Las Vegas, Nevada, United States
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

Training Centers/Campuses: Waterbury, Meriden, Danbury, Norwalk, Connecticut, United States
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.


Northwood University

Training Centers/Campuses: Cedar Hill, Midland, West Palm Beach, , United States
Phone No.: 800.622.9000

Certified Financial Planner (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Emphasizes various topics contained in the course of study for the CFP designation. The CFP designation is an industry program of study that is desired by those selling financial planning services, and is usually taken soon after beginning one’s career. The CFP is a necessary credential for the financial planner throughout the financial planning industry. Students who aspire to becoming a personal financial planner should take this course.


Merrimack College

Training Center/Campus: North Andover, Massachusetts, United States
Phone No.: (978) 837-5000

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Merrimack College’s Certificate Program in Financial Planning is designed to meet the needs of all professionals and practitioners who want to expand their personal knowledge of financial planning, enhance their careers, and develop the skills and expertise necessary to serve their clients.

The Certificate Program in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. Our program offers six comprehensive courses in all financial planning subject areas, and two additional courses designed to prepare participants for the rigorous CFP® Certification Examination. Merrimack College awards a Certificate of Advanced Study in Financial Planning upon the completion of all seven required courses.

Our program offers the lowest cost/best value of any New England CFP Board registered program. Our personal approach provides small classes and interactive discussions, flexibility in scheduling courses, networking opportunities with other ... [Read More]


Bryant & Stratton College Professional Skills Center

Training Centers/Campuses: Albany, Getzville, Liverpool, Orchard Park, Rochester, New York, United States
Phone No.: 1.800.895.1738

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Put the power of unlimited earning potential in your hands with the Certificate of Completion in Financial Planning. Students in this program will learn various phases of financial planning including insurance planning, investment planning, income tax planning, retirement planning, and estate planning. Upon completion of the program, students will be prepared to sit for the national CFP® Certification exam. Students who pass this certificate of completion program can articulate these courses for credit upon being accepted into a Bryant & Stratton College degree program.


York Technical College

Training Center/Campus: Rock Hill, South Carolina, United States
Phone No.: (803) 327-8000

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This program contains the career knowledge
needed by financial planners, as described
by CFP Board. This program is offered over
an 18-month period at Midlands Technical
College Airport Campus and various other
locations via interactive conferencing. CFP certification is a nationally and internationally
recognized professional certification. Certified
Financial Planner Board of Standards Inc.
awards the CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame design)
marks to individuals that fulfill initial and
ongoing certification requirements: satisfy the
educational requirements, three to five years
of work experience in a financial planning
field, pass the CFP Certification Examination,
compliance with CFP Board’s Code of Ethics
and Professional Responsibility, continuing
education and recertification.


CPCC Corporate and Continuing Education

Training Center/Campus: Charlotte, North Carolina, United States
Phone No.: 1.704.330.4223

Certified Financial Planner (CFP)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The public’s growing need for objective financial planning advice, combined with the rigorous standards demanded of CFP certificants, has placed CFP® Certification at the forefront of the financial planning profession. CFP® Certification is a nationally and internationally recognized professional credential. The Certified Financial Planner Board of Standards, Inc. awards the CFP® Certified Financial Planner and CFP (with flame logo) marks to individuals that fulfill these initial and ongoing certification requirements:

•Satisfy education requirements
•Meet three to five years of work experience in a financial planning field
•Pass the CFP® Certification Examination
•Comply with the CFP Board’s Code of Ethics & Professional Responsibility
•Meet Continuing Education and Recertification requirements


Saint Josephs University

Training Center/Campus: Philadelphia, Pennsylvania, United States
Phone No.: 610-660-1318

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Our CERTIFIED FINANCIAL PLANNER?Certificate Program has been specifically designed for students who have already earned an MBA degree, but do not have the requisite coursework to sit for the CFP exam.

Saint Joseph’s University’s Certificate in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. (CFP) Board* as an approved education program.
Certified Financial PlannerTM certification is the most recognized professional certification for financial planners, demonstrating expertise in the field and adherence to rigorous standards. As a CFP Board-Registered Program, successful completion of the Saint Joseph’s University’s Certificate in Financial Planning satisfies CFP Board’s education requirement, allowing an individual to sit for the CFP Certification Examination.
* Saint Joseph’s University does not certify individuals to use the CFP®, Certified Financial PlannerTM and flame logo marks. CF... [Read More]


Extended Education at California State University, Los Angeles

Training Center/Campus: Los Angeles, California, United States
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

Training Center/Campus: Austin, Texas, United States
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]

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