Certified Financial Planner™ Program
There are no classes for this course scheduled at this time, but please check back for updates or fill out our contact form to get in touch.
Are you passionate about numbers and people? If so, personal financial planning could be a rewarding career path. With the need for financial planning services at an all-time high, individuals are looking to secure their financial future and they need a professional, competent advisor to get there. This program provides you with the skills and training needed to deliver comprehensive and accurate personal financial planning services to your clients. This extensive 14-month course is taught by industry professionals who are part of Atlanta’s financial services community.
Questions? Contact Us
High school diploma or equivalent, and working knowledge of computers and access to a computer and the internet are required.
CFP Course Calendar Updated June 6, 2019
What You’ll Learn
- Fundamentals of Financial Planning
- Insurance Planning
- Income Tax Planning
- Investment Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial Plan Development (Capstone)
This program concludes with a Capstone project that will allow students to develop a complete financial plan for a fictional client. This will help students integrate their knowledge of all subject areas and prepare them to take the CERTIFIED FINANCIAL PLANNER™ exam.
Who Should Enroll
- Financial planners looking to achieve their CFP® certification.
- Professionals who are specialists in a specific area – brokerage, insurance, accounting, banking and related fields – and want to learn how everything works together.
- Career changers interested in financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial Aid Options
- Payment Plans
- VA Education Benefits
- Education Loans
No extra information available at this moment.