 | | | | | With this independent study program, you'll have access to our robust Online Learning Center which includes practice tests, audio reviews, and other study tools. You choose when you'll be ready to take your exam, and you'll receive your books in the mail shortly after you place your order. |  | $585.00
(per course)
Includes all books and study materials.
 | |  | | | | | | | This cost-effective program is ideal for independents or students without company reimbursement. Low monthly fees have no interest charges, and rates are guaranteed during the course of the program. Available at a package price for all six courses only. All books and study materials are included.
| | | $149.00
per month for
2 years. 6 courses.
Total Program Cost:
$3,576.00 | | | | | | | | | | | Selected courses in the CFP® curriculum are available in a live webinar format. These courses have the best instructors in the market leading ten-week classes and answering your questions to make sure you understand the material. All the benefits of a live class without the travel! Includes online access, all books, and study materials.
| | | | | Our Financial Planning Express program combines the benefit of live classroom with self-study. When time is critical, these intensive review classes are the fastest way to prepare you for the CFP® Certification exam.
(Includes tuition for 6 courses, individual study materials, review materials, and live instruction. Does not include travel or lodging expenses.) | | | Total Program Cost:
$5,175.00
 | | | | | | | | | | | | | |
*Fees: New student, one-time admission fee-$130. Shipping and handling-$25 (per course, if applicable).
| | | | | CFP® Certification Education Curriculum | COURSE TITLE (COURSE NUMBER) | | Financial Planning: Process and Environment (HS 300)
HS 300 Financial Planning: Process and Environment
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.
Close | | | Fundamentals of Insurance Planning (HS 311)
HS 311 Fundamentals of Insurance Planning
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.
Close | | | Income Taxation (HS 321)
HS 321 Income Taxation
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.
Close | | | | Planning for Retirement Needs (HS 326)
HS 326 Planning for Retirement Needs
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.
Close | | | | Investments (HS 328)
HS 328 Investments
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.
Close | | | | Fundamentals of Estate Planning (HS 330)
HS 330 Fundamentals of Estate Planning
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.
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