• Courses
    • Graduate College
    • Professional Certificates & Courses
    • Corporate Learning
    • Executive Education
    • Online Courses
    • 50+ OLLI Program
    • Personal Enrichment Classes
    • Summer Camps
    • Atlanta Galleria Center
    • Intensive English Program
    Our Catalog
    OLLI Catalog Winter 2020
  • Events
    • Open House
    • Webinars
    • Graduation
    • Book an Event
  • Student Resources
    • Catalog
    • Career Development Resources
    • Financial Aid
    • KSU Discounts
    • Scholarships
    • Frequently Asked Questions
  • About
    • About Us
    • Blog
    • Contact
    • Instructor Application
    • Give to CPE
  • Login
    • Login to Register
    • Login to Moodle

College of Professional EducationCollege of Professional Education
  • Courses
    • Graduate College
    • Professional Certificates & Courses
    • Corporate Learning
    • Executive Education
    • Online Courses
    • 50+ OLLI Program
    • Personal Enrichment Classes
    • Summer Camps
    • Atlanta Galleria Center
    • Intensive English Program
    Our Catalog
    OLLI Catalog Winter 2020
  • Events
    • Open House
    • Webinars
    • Graduation
    • Book an Event
  • Student Resources
    • Catalog
    • Career Development Resources
    • Financial Aid
    • KSU Discounts
    • Scholarships
    • Frequently Asked Questions
  • About
    • About Us
    • Blog
    • Contact
    • Instructor Application
    • Give to CPE
  • Login
    • Login to Register
    • Login to Moodle
  • Finance

    • Home
    • All courses
    • Finance
    • Certified Financial Planner

    Certified Financial Planner

    Free
    • Overview
    • More Details

    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.

    Becoming a CERTIFIED FINANCIAL PLANNER™ entitles you to use the distinguished CFP® mark, setting you apart in the financial services industry.

    In partnership with College for Financial Planning®—a Kaplan Company, our Certificate in Financial Planning program enables you to satisfy CFP Board’s education requirement, which is one of four requirements necessary to sit for the CFP® exam. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time. Taught by working professionals, our flexible and convenient learning options allow you to master the eight major domains covered on the CFP® exam.

    Request More Information

    If you would like to receive more information about this program or speak with the program lead, submit your information below:

    Kennesaw State University offers an in-person program. Upon successful completion of all required courses, you will receive a Certificate in Financial Planning from Kennesaw State University.

    Please note: While the Certificate in Financial Planning program is a CFP Board registered program, it is not a program geared toward teaching test-taking tips and strategies for passing the CFP® exam.

     

    CFP® Certification Requirements 

    An individual is required to meet certain requirements put forth by CFP Board in order to qualify for CFP® certification. CFP Board refers to these requirements as the 4 E’s to CFP® certification, and they include:

    • Education
    • Examination
    • Experience
    • Ethics

    Kennesaw State University is registered with CFP Board to provide the education requirement for financial professionals to obtain the CERTIFIED FINANCIAL PLANNER™ certification. For more information regarding all requirements for the CFP® certification, visit CFP Board.

     

    Curriculum

    This program provides participants with a broad knowledge of financial planning and satisfies the educational requirements to sit for the CFP® exam. Below is an overview of what is covered in each course. Please note for Live Certificate Partner programs, there are six courses. FP511/FP512 are combined.

    Course FP 511: General Financial Planning Principles, Professional Conduct, and Regulation

    Your first course is an introduction to the concepts and profession of personal financial planning. You will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

    Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.

    Course FP 512: Risk Management, Insurance, and Employee Benefits

    This course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on

    the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability. It also covers benefits made available to employees by employers—commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

    Course FP 513: Investment Planning

    The third course follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals. In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

    Course FP 514: Tax Planning

    This course discusses effective income tax planning strategies, whether personal or related to clients’ business interests. This course reviews tax planning basics—individual income tax calculations, deductions, exemptions, and credits. Key topics include the disposition of property, cost recovery, passive activity losses, charitable contributions, and alternative minimum tax.

    Because planners often assist clients who own businesses, the tax characteristics of various business entities and tax planning for those businesses are also discussed in this course. Finally, trust and estate taxation techniques are presented.

    Course FP 515: Certified Financial Planner™: Retirement, Savings and Employee Benefits

    Your fifth course deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one’s retirement. Distribution options from corporate retirement plans are reviewed, as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

    Course FP 516: Estate Planning

    Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. This course presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

    Course FP 517: Financial Plan Development

    In the final course of the program, you will receive instruction and review sample financial plans based on various case facts. You will then be required to complete a written financial plan, which you will also present orally.

    Financial Aid Options

    • MyCAA
    • VA Education Benefits
    • Education Loans
    • Overview
    • More Details
    Free
    • Share:

    Related Courses

    Certified Financial Planner™: Retirement, Savings and Employee Benefits Read More
    Rodrigo

    Certified Financial Planner™: Retirement, Savings and Employee Benefits

    0
    0
    $799
    Certified Financial Planner™: Investment Planning Read More
    Rodrigo

    Certified Financial Planner™: Investment Planning

    0
    0
    $799
    Accounting Fundamentals – Online (Self Paced) Read More
    Rodrigo

    Accounting Fundamentals - Online (Self Paced)

    Online Self-Paced
    0
    0
    $159
    Bookkeeper Professional Certificate Read More
    Rodrigo

    Bookkeeper Professional Certificate

    Certificate
    0
    0
    $1,999
    Bookkeeper Advanced Certificate – Online Read More
    Rodrigo

    Bookkeeper Advanced Certificate - Online

    Certificate Online Start-Anytime
    0
    0
    $2,095
    Accounting Fundamentals II – Online Read More
    Rodrigo

    Accounting Fundamentals II - Online

    Monthly Online
    0
    0
    $159

    Categories

    • Professional
      • • Architecture & Construction
      • • Business
      • • Culinary & Hospitality
      • • Educators
      • • Entrepreneurship
      • • Finance
      • • Healthcare
      • • Languages & Translation
      • • Legal
      • • Real Estate
      • • Technology
      • • Test Prep
    • Personal Enrichment
      • • Art
      • • Cooking
      • • Finance & Investment
      • • Health & Fitness
      • • Languages
      • • Lifestyle
      • • Photography
      • • Writing
    • 50+ OLLI
      • • Art & Music
      • • Events & Travel
      • • Health & Wellness
      • • History
      • • Languages & Writing
      • • Leisure
      • • OLLI Scholar Computer Certificate
      • • OLLI Scholar Spanish Certificate
      • • Personal Finance
      • • Technology & Computers
    CPE Logo

    Kennesaw - KSU Center

    3333 Busbee Drive, #3301
    Kennesaw, Georgia 30144

    (470) 578-6765

    • Facebook
    • Twitter
    • Instagram
    • Linkedin
    • YouTube
    • Blog

    Courses

    • Graduate College
    • All Courses
    • Professional Certificates & Courses
    • Online Courses
    • Personal Enrichment Classes

    For Students

    • Career Development Resources
    • Catalog
    • Financial Aid
    • Military Education Benefits

    Quick Links

    • Blog
    • Contact
    • Corporate Learning
    • Open House

    © 2020 Kennesaw State University College of Professional Education

    • Privacy
    • Policies
    • Sitemap
    • Text Only