• Evening classes two nights per week
• Accelerated schedule to finish in nine months
• 3-hour exam review included in every course!
• Archives available and breaks between courses

All textbooks will be shipped on a per-course basis with a $25 shipping & handling fee

• Study the material for each course on your own
• Travel to a live classroom for an intensive review of the course
• Take your test onsite and gain valuable exam experience

New student fee applies to first time students with The American College, and travel and lodging is on your own.

• You choose how long to study for each exam
• Enjoy a five-month exam window to test
• Once you complete a course, the next course in the program is automatically shipped to you
• Enjoy extensive online study materials as well, including practice exams, audio reviews, video clips and more

Includes: textbooks, shipping & handling charges for all six courses

Click here to learn more about the monthly pay option

All textbooks will be shipped on a per-course basis with a $25 shipping & handling fee

*If you are a new student, you will need to pay a $140 New Student fee

Horizons is an advanced learning system that makes it easy to offer live classes in your home or office for six of our most popular courses in the CFP^® curriculum. We provide DVD lectures for each class, delivered by our faculty of respected industry experts, which ensures a consistent, efficient, and effective platform for learning.

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Provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts, financial planning applications, regulatory issues and the legal and economic environment for financial planning. Offers an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision making.

Focuses on the role of planning for insurance needs. Covers basic concepts in risk management and insurance, insurance industry operations, legal principles pertaining to this industry, and regulation of insurers. Examines social insurance, life insurance and annuities, medical and disability income insurance, long-term care insurance and personal property and liability insurance. Concludes with an overview of commercial property and liability insurance and a case study.

Examines the federal income tax system with particular reference to the taxation of individuals. Covers such concepts as gross income, exclusions from gross income, deductions, tax credits, capital gains and losses, taxation of life insurance and annuities and income taxation of partners, partnerships, corporations and shareholders.

Focuses on selecting the right retirement plan for the business and on individual retirement planning. Covers qualified plans, SEPs, SIMPLEs and 403(b) plans and nonqualified deferredcompensation plans. Emphasizes the practical knowledge needed for choosing the best retirement plan, especially for the small business, and designing a plan that will meet a client’s needs. Also covers individual retirement planning including IRAs and Roth IRAs, Social Security benefits, saving for retirement and planning for retirement plan distributions.

Covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client’s portfolio.

Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact finding, ethical standards and development of personal estate plans.

*Available April, 2012
This course applies students’ knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate core financial planning disciplines of retirement, investment, risk management, income tax, employee benefits and general principles into a prioritized comprehensive financial plan.

Cost-effective supplementary study materials, developed in partnership with Kier Educational Resources, are also available for select CFP^® courses.

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Check out the different review programs available from The American College/Keir Educational Resources. Learn more below to help you prepare for the national certification exam.

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Consists of a variety of interactive online modules focusing on ethical situations dealt with by holders of CFP^® Certification. The course, delivered through The American College online course platform, has been approved for CE ethics credit by Certified Financial Planner Board of Standards Inc. Includes online delivery with exam. Now available on The American College's Online Learning Experience.

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In addition to completing the CFP^® Certification Curriculum, students must meet additional CFP Board requirements in order to qualify to sit for the CFP^® Certification examination. These include the completion of a Bachelor's degree and ethics and experience requirements. Please visit www.cfp.net for more information.

All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $165 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned and no refund will be given for these textbooks.

Textbooks are regularly revised to reflect recent tax code changes, new legislation, and industry trends so that you can stay current. Revised textbooks are shipped to students on the first day of the month of your selected testing quarter. Textbooks that are not under revision are shipped as soon as the registration is processed. Please contact a Professional Education counselor if you have questions about textbook revisions.

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