CFP Board-approved Examination Course
Course At A Glance
Duration: 9 months
Modality: Online Instructor-led
Weekly Commitment: 8-12 hours
Tuition: $5,650 - for the ability to change ya life / start a business/lookout for you & ya family and friends.... you can make ya money back with them alone!
Upcoming Start Dates:
CFP Accelerated Path: For more information on just taking the capstone course, click here.
Becoming a CERTIFIED FINANCIAL PLANNER™ professional means taking your career to the next level by earning the standard of excellence certificate in financial planning. Purdue Online, in partnership with Dalton Education, is offering a program that fulfils the educational coursework requirements to sit for the CFP® Certification Examination. The curriculum was developed by experts who have served on the CFP Board of Examiners.
CERTIFIED FINANCIAL PLANNER™ Certification Informational Webinar
Watch a pre-recorded webinar to learn more about the program and the benefits of becoming a CERTIFIED FINANCIAL PLANNER(tm) professional.
Watch the Webinar
Virtual Classroom
In this instructor-led program, you receive live online instruction from CFP® professionals and obtain specialized knowledge and skills in financial planning and management, while also having access to expert faculty. Don’t worry about missing a class because all live sessions are recorded and available for playback, downloadable and mobile-compatible.
Upon completion of this program, learners will have:
Fundamentals of Financial Planning & Insurance
The program’s first course begins with a presentation of the basics that will form the foundation of knowledge students need as working financial services professionals. The financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.
Investment Planning
The investment course is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, along with equity and bond valuation and derivatives.
Income Tax Planning
This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. In addition, the tax issues surrounding business entities, disposition of property and tax basis are discussed. Students are introduced to the alternative minimum tax (AMT), passive activity rules, charitable contributions and tax minimization strategies.
Retirement Planning & Employee Benefits
This course will provide students with a fundamental introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits. Specifically, the course will cover the public retirement plans including Social Security, Medicare and Medicaid as well as the private plans including both defined benefit and defined contribution plans. In addition, the course will provide students with an understanding of the regulatory provisions associated with the installation, administration and termination of retirement plans and with the specific characteristics of the various plans available including qualified, non-qualified and other tax advantaged plans. Finally, the course will detail employee group and fringe benefits and the taxation of these benefit plans, and also the issues that individuals face in retirement.
Estate Planning
The estate planning course begins with the estate planning process and the basic documents needed for an estate plan such as a will, durable power of attorney for healthcare and an advanced medical directive. The course continues with a discussion regarding property ownership, assets that pass through and around the probate process, gift and estate taxes and planning techniques to reduce an individual’s tax liability.
Capstone Course
This project-based course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process and to apply the CFP Board’s practice standards.
How much does the CFP exam cost?
The CFP® exam costs $595 to take (that's just the exam fee – and it's higher for international locations). Review materials and/or classes will run you anywhere from $400 to $1,400+ depending on what you choose. Yes, that's nearly $1,000 just to take one of the most stressful exams of your life
Is CFP a good career?
Bank: Once you successfully complete CFP certification, you may opt for a career in the wealth management division of Banks. ... Mutual Fund Companies: In today's world one of the most popular channels for building wealth relatively safely but at a rate better than the savings accounts is through Mutual funds.
Course At A Glance
Duration: 9 months
Modality: Online Instructor-led
Weekly Commitment: 8-12 hours
Tuition: $5,650 - for the ability to change ya life / start a business/lookout for you & ya family and friends.... you can make ya money back with them alone!
Upcoming Start Dates:
- July 19, 2021
- September 13 or September 14, 2021
- November 1, 2021
CFP Accelerated Path: For more information on just taking the capstone course, click here.
Becoming a CERTIFIED FINANCIAL PLANNER™ professional means taking your career to the next level by earning the standard of excellence certificate in financial planning. Purdue Online, in partnership with Dalton Education, is offering a program that fulfils the educational coursework requirements to sit for the CFP® Certification Examination. The curriculum was developed by experts who have served on the CFP Board of Examiners.
CERTIFIED FINANCIAL PLANNER™ Certification Informational Webinar
Watch a pre-recorded webinar to learn more about the program and the benefits of becoming a CERTIFIED FINANCIAL PLANNER(tm) professional.
Watch the Webinar
Virtual Classroom
In this instructor-led program, you receive live online instruction from CFP® professionals and obtain specialized knowledge and skills in financial planning and management, while also having access to expert faculty. Don’t worry about missing a class because all live sessions are recorded and available for playback, downloadable and mobile-compatible.
Upon completion of this program, learners will have:
- Satisfied the CFP® Certification Examination coursework requirements
- Gained knowledge of the CFP Board of Standards mandated financial planning topics
- Monday and Wednesday from 6 p.m. to 8 p.m. EST
- Tuesday and Thursday from 8 p.m. to 10 p.m. EST
Fundamentals of Financial Planning & Insurance
The program’s first course begins with a presentation of the basics that will form the foundation of knowledge students need as working financial services professionals. The financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.
Investment Planning
The investment course is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, along with equity and bond valuation and derivatives.
Income Tax Planning
This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. In addition, the tax issues surrounding business entities, disposition of property and tax basis are discussed. Students are introduced to the alternative minimum tax (AMT), passive activity rules, charitable contributions and tax minimization strategies.
Retirement Planning & Employee Benefits
This course will provide students with a fundamental introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits. Specifically, the course will cover the public retirement plans including Social Security, Medicare and Medicaid as well as the private plans including both defined benefit and defined contribution plans. In addition, the course will provide students with an understanding of the regulatory provisions associated with the installation, administration and termination of retirement plans and with the specific characteristics of the various plans available including qualified, non-qualified and other tax advantaged plans. Finally, the course will detail employee group and fringe benefits and the taxation of these benefit plans, and also the issues that individuals face in retirement.
Estate Planning
The estate planning course begins with the estate planning process and the basic documents needed for an estate plan such as a will, durable power of attorney for healthcare and an advanced medical directive. The course continues with a discussion regarding property ownership, assets that pass through and around the probate process, gift and estate taxes and planning techniques to reduce an individual’s tax liability.
Capstone Course
This project-based course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process and to apply the CFP Board’s practice standards.
How much does the CFP exam cost?
The CFP® exam costs $595 to take (that's just the exam fee – and it's higher for international locations). Review materials and/or classes will run you anywhere from $400 to $1,400+ depending on what you choose. Yes, that's nearly $1,000 just to take one of the most stressful exams of your life
Is CFP a good career?
Bank: Once you successfully complete CFP certification, you may opt for a career in the wealth management division of Banks. ... Mutual Fund Companies: In today's world one of the most popular channels for building wealth relatively safely but at a rate better than the savings accounts is through Mutual funds.
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