Course Title:



Temple University Center City

Philadelphia, Pennsylvania, United States

Course format: Classroom

Temple University Center City (TUCC), in partnership with Kaplan Schweser, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) Program. This program meets the challenges faced by today&,#146,s financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. This certificate is a cohort program which requires completion of all courses to earn the certificate.

Required six courses:
•Fundamentals and Ethical Considerations &, Insurance and Employee Benefits
•Investment Analysis
•Income Tax Planning
•Retirement Planning
•Estate Planning
•Capstone Case Course in Financial Planning

Elements of this syllabus are subject to change.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: 215.204.TUCC (8822)

School Address/Venue(s):

1515 Market St.
Philadelphia, PA 19102

Free Course List: Philadelphia

Search other schools for CFP training programs.

CFP Online course in Austin, Arlington, Houston

UT Arlington Continuing Education is pleased to partner with Kaplan Schweser to offer online and self-study Certified Financial Planner?courses. Trust your CFP® exam success to the financial education industry leader! Kaplan’,s CFP Board-registered programs provide the focus and structure you need to master the 8 major domains covered on the CFP® exam. Also, we know everyone studies diffe...
CFP Online course in Santa Clara

This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the pr...
CFP training course in Toronto

The Financial Planning program will provide you with the opportunity to obtain an Ontario Graduate Certificate in the field of financial planning in two semesters. The program will provide you with all of the educational requirements to challenge the Certified Financial Planner (CFP) exam. The program uses instruction materials from professional bodies to deliver the courses. Material license f...
CFP training course in Seattle

South Seattle Community College is an affiliate of the College for Financial Planning in Denver, Colorado. SSCC provides classroom instruction for those enrolled in the (self-study) CERTIFIED FINANICAL PLANNER ?Professional Education Program. All instructors, specialists in their topics, are CERTIFIED FINANICAL PLANNERS?and current practitioners. The 10-week courses complement the s...

Other courses offered by Temple University Center City

Notice: The course description on this page was archived statically and not updated from day to day. If you are a school user, please upload your new courses using this form, or you can contact us for data management issues.

Our combined search function does not only provide you with the training courses and students, but also talent resumes and jobs, or shared apartments nearby for rent.

Ask for Training
Add Courses