CFP Online Training Courses & Degree Programs

Schools providing online certificates, diplomas or degrees for Certified Financial Planner Exam


Total 12 online training courses and degree programs available.

CFP - Online

School/Trainer: UTA - Division for Enterprise Development
Austin, Arlington, Houston, United States
  V

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&,#146,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 differently...so we provide unique study programs you can choose from to perfectly suit your needs.
Online/Accelerated Certificate Program for CFP® Certification:
This time-tested program (our most popular) keeps you on task while providing individual flexibility.
•A virtual/online class setting
•Study how and when you want
•Earn your CFP® certification in 12 months
•All of the instructors are CFP® professionals
•Online exams and quizzes: No added testing center and proctoring costs.
•Pay as you go, if you desire.
•Experienced, expert instructors.

Self Study Certificate Program for CFPďż?Certification
For Independent learners who want to set their own completion schedule (up to 3 months access per course):

•We provide the tools to help you set up a study program to best suit your needs.
•Interactive study program includes textbooks, online testing, discussion boards and email access to instru... [Read More]

CFP - Online

School/Trainer: Santa Clara University
Santa Clara, United States
  V

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 program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:
â—ľComplete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
â—ľFlexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you are unable to complete the program in 9 months, simply call us to extend your access for an additional 3 months, at no charge. If you need another extension, give us a call again and we’ll continue to extend your access for a minimal fee. Our goal is to help you complete the program and we’ll work with you any way we can to help you succeed.

â—?CFP Exam Focused
The program w... [Read More]

CFP - Online

School/Trainer: Graziadio School of Business and Management
Los Angeles, United States
  V

The Online Executive Certificate in Financial Planning program is 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. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

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 program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.

Executive Certified Financial Planning (CFP) - Online

School/Trainer: University of Nevada, Las Vegas
Las Vegas, United States
  V

The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the course materials can be extended in three-month increments at no additional charge. You can continuously extend your online access until you’ve completed the program requirements. At enrollment, you are given nine months access, with the option for unlimited free extensions. This is an online, self-study program, there is no instructor. You have five (5) business days to request a full refund from Dalton Education. Students who enrolls online, will receive their login information instantly, via the email address provided. Students who enroll over the phone with an enrollment advisor, will receive their login information within 24 business hours. You will receive an ema... [Read More]

Personal Finance (CFP) - Online

School/Trainer: Post University
Waterbury, Meriden, Danbury, Norwalk, United States
  V

Post University’s B.S. in Finance with a concentration in Personal Finance helps students develop the knowledge and skills they need to provide financial advice and financial services to individuals and households. Students will learn to use the principles and tools of finance to prepare, plan, save and invest for an individual’s or household’s future.

Students also gain knowledge and understanding of financial markets and financial institutions and their role in the global economy. This program also will provide you with the necessary background to sit for the Certified Financial Planner’s Examination.

Certified Financial Planner (CFP) - Online

School/Trainer: Extended Education at California State University, Los Angeles
Los Angeles, United States
  V

CSU Los Angeles�Certified Financial Planner�Certification Education Program meets the educational requirements of professional advisers in the fields of retirement and investment planning to sit for the qualifying CFP Board examination. The non-credit educational program is structured around the student’s completion of five modules in the following areas:

•Tax Management and Strategy
•Risk Management and Insurance
•Investment Planning
•Retirement Planning and Employee Benefits
•Principles of Estate Planning
The Program Offers:
•Fully online courses
•Access to expert mentors
•An accelerated format–complete courses in 6 months!
Who Can Enroll?While there are no prerequisites for these courses, participants will be expected to have basic knowledge of such financial concepts as: the time value of money; basic statistics and accounting principles; and basic economic principles. ( Note: that part of the “Education�requirement to take the CFP Board exam is the holding of a bachelor’s degree, in any field. This course does not assist a candidate in meeting this independent requirement of the CFP Board.)

Platinum Test Preparation for the CFP Certification - Online

School/Trainer: Learninsurance.com
Austin, United States
  V

The ultimate preparation program for the CFP® Certification Examination. This package includes the Online Test Preparation Course with the Platinum Test Preparation Package for the CFP® Certification Examination. This best-in-class package includes:

�A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
â€?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board’s 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board’s list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams ... [Read More]

Basic Test Preparation for the CFP Certification - Online

School/Trainer: Learninsurance.com
Austin, United States
  V

Give yourself the flexibility of the Online Course with the textbook materials in this package. It includes:

�A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
â€?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board’s 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board’s list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. Answers and rationales are provided for all of our questions so that students can check ... [Read More]

CFP Board Code of Ethics - Online

School/Trainer: 360institute
Austin, United States
  V

This course provides a practical review of the Code of Ethics and Practice Standards through the use of definitions and short case studies in which you will have the opportunity to practice your ethical responsibilities. In some of the cases that we will present to you, there will be no right or wrong answer, but you will have to proceed in an ethical manner if faced with such situations in providing your financial planning services.

While completing the case studies, you should refer to the Code of Ethics and Professional Responsibility and Disciplinary Rules and Procedures found at www.cfp.net. Always keep in mind that this section represents the official adopted version of the Code.
LEARNING OBJECTIVES:
�Identify the concepts comprising the Code of Ethics and Professional Responsibility
�Describe professionalism and ethical standards expected from a CFP Board designee
�Show the attributes associated with a high standard of professionalism
�Apply ethical principles to daily CFP responsibilities
�Define what is meant by “CFP Board designee�
�Differentiate between the guidance provided by “rules�vs. “principles�
�Summarize which rules apply to particular CFP Board designee activities
�Demonstrate the responsibilities of a CFP Board designee
�Define the standards of consumer protection in the financial industry
�Id... [Read More]

CFP - Certified Financial Planner - Online

School/Trainer: Kaplan Schweser
La Crosse, United States
  V

At Kaplan Schweser, we guide you through the study process and focus on your
specific needs. We offer MORE to sustain your focus, improve your retention,
and continually test your concept application.
�More Support �Receive direct access to our exam prep experts
to obtain greater insight into your most difficult questions.
�More Focus �Set up a complete study plan that is fully customizable
to fit your learning style and schedule.
�More Study Tools �Prepare with an all-inclusive, up-to-date study
solution that includes live instruction, study notes, practice tools,
and no hidden fees.
�More Convenience �Study anytime, anywhere with our unique,
on-demand online resources.

CFP Certification Examination Review - Online

School/Trainer: College for Financial Planning
Greenwood Village, United States
  V

The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws.

Online Review session includes:

48+ hours of instructor-led, online instruction.
Toll-free exam preparation support—if you have additional questions, just call our team of professionals for help answering your questions.
Our guarantee! We are so confident you’ll pass the exam after taking one of our Live Reviews, we guarantee that you’ll pass the first time—or you can retake our Live Review free of charge!
Online Reviews are scheduled two months before each CFP® Certification Examination and last for six weeks.

CFP - Online

School/Trainer: College for Financial Planning
Greenwood Village, United States
  V

Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNER�Professional may provide the opportunity and potential you seek.

The College’s CFP® Certification Professional Education Program is the nation’s most successful program with 35+ years of experience providing financial planning education to the nation’s top financial advisors.

Courses are structured in logical order, allowing you to learn the entire financial planning process—from start to finish—via real client situations and models defining useful planning techniques. You’ll gain the tools and expertise you need to advise clients through the process with confidence.

Pages: 1


Find more about CFP training courses, certificates, diplomas and degrees:





Tips:
Try the search form on top of each page to find the latest course information, using course topic and location as keywords. Keep the course topic keyword short to get more results.



- Other Topics -
Ask for Training
Add Courses