CFP Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Certified Financial Planner Exam




Total 85 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

Popular courses:
CFP
Certified Financial Planner (CFP)
CFP - Certified Financial Planner
CFP (CERTIFIED FINANCIAL PLANNER)
CFP Certification Examination Review
CFP Certified Financial Planning


CFP (Certificate)

Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, India
  V


Module 1
Introduction to Financial Planning
(IFP)

Module 2
Risk Analysis and Insurance Planning
(RAIP)

Module 3
Retirement Planning &, Employee Benefits
(RPEB)

Module 4
Investment Planning
(IP)

Module 5
Tax Planning &, Estate Planning
(TPEP)

Module 6
Advance Financial Planning
(AFP)

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: IMS Proschool Pvt. Ltd.
Training Center(s)/Venue(s): Bhubaneswar, India
  V

Financial planning is one of the fastest growing professions across the world and with huge demand supply gap in India. Managing money is a tricky business, managing other people&,#146,s money is not just tricky, it&,#146,s a lot challenging and difficult. For those, financial planner come into picture, helping them make better use of their money &, achieve financial goals.

CFP certification is globally accepted financial planning qualification. It is recognized in more than 20 countries across the world. The qualification provide comprehensive financial advisory services to individuals. It covers insurance, retirement planning, investment, taxation, &, estate planning.

CFP Certification Examination Review

Course Format: Classroom
School/Trainer: DePaul University Continuing and Professional Education
Training Center(s)/Venue(s): Chicago, United States
  V

Several times a year, DePaul University partners with Professional Training Services, Inc. to provide a top-level review for the CFP® exam. The course reviews each of the modules in the Financial Planning Certificate Program, as well as test taking techniques and a mock examination.

Who Should Attend?

The CFP® Certification Examination Review is designed for students who have completed DePaul University&,#146,s Financial Planning Certificate Program or other CFP Board registered program, and who would like extra preparation for the CFP® exam.

Topics
•Fundamentals of financial planning
•Insurance planning
•Investment planning
•Income tax planning
•Retirement planning and employee benefits
•Estate planning
•Test taking strategies
•Mock CFP® Certification Examination

CFP (Certificate)

Course Format: Classroom
School/Trainer: Temple University Center City
Training Center(s)/Venue(s): Philadelphia, United States
  V

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

CFP (Certificate)

Course Format: Online
School/Trainer: UTA - Division for Enterprise Development
Training Center(s)/Venue(s): 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 CFP?Certification
For Independent learners who want to set their own completion schedule (up to 3 months access per course):
<... [Read More]

CFP (Certificate)

Course Format: Online
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): 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:
◾Complete 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.
◾Flexibility 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 ... [Read More]

CFP (Certificate)

Course Format: Classroom
School/Trainer: Centennial College
Training Center(s)/Venue(s): Toronto, Canada
  V

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 fees for the courses (and examination fees) are mandatory, and in addition to the regular tuition fees.



Program Highlights

Upon completion of this program, graduates will be able to:
•Integrate economic and personal information necessary for effective financial planning decisions.
•Compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards.
•Effectively market financial services to clients to gain new and renewal business.
•Recognize potential tax and legal implications within a financial planning situation

CFP (Certificate)

Course Format: Classroom
School/Trainer: South Seattle Community College
Training Center(s)/Venue(s): Seattle, United States
  V

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 self-study program by providing organization and structure, instructor expertise and class discussion. Students are enrolled in the College for Financial Planning for all their books, materials, and testing AND with South Seattle Community College for the classroom portion.

CFP (Certificate)

Course Format: Classroom
School/Trainer: Queens University of Charlotte
Training Center(s)/Venue(s): Charlotte, United States
  V

Join a group of over 62,000 CERTIFIED FINANCIAL PLANNERTM professionals across the country who have received this highly esteemed designation. The CFP® certification has become the gold standard for financial planners, who help individuals meet their life goals by effectively managing their financial resources. Completing the Financial Planner Program at Queens University of Charlotte is the first step to achieving the CFP® certification.

Established in 1993, The McColl School of business has earned a prestigious reputation through its offering of relevant graduate degrees, rigorous curriculum, and experienced faculty. Recently, the McColl School has expanded to include Certificate Courses. The Financial Planner Program is a certificate course that embodies the McColl School touch, including qualified and engaged faculty, challenging program of study, and staff dedicated to supporting you while achieving your goal of becoming a Certified Financial PlannerTM.

Certified Financial Planner(CFP)

Course Format: Classroom
School/Trainer: Mount Royal University
Training Center(s)/Venue(s): Calgary, Canada
  V

Earn the mark that is the gold standard in financial planning ?the prestigious Certified Financial Planner® (CFP®). If you are interested in becoming a financial planning professional, Mount Royal offers in-class instruction of the CFP® education program designed by the Canadian Institute of Financial Planning (CIFP). Graduates of the CIFP CFP® Program have consistently achieved a first-time write average pass rate on the Financial Planning Standards Council (FPSC) CFP® exam that is above the national average pass rate over the past 5 years.

Registered Retirement Consultant - (RRC®) Certification
By successfully completing both Financial Planning 1 courses listed below as well as the RRC® online practice module and examination, you can now earn the new industry-standard RRC® certification from CIFP on your way to becoming a Certified Financial Planner®. For more information, please contact Business and Professional Education. cebusiness@mtroyal.ca or 403.440.6636.

Earn Credit Toward a Degree/Diploma
Certain Extension Certificates have been developed in cooperation with Mount Royal University credit faculties. These certificates have compon... [Read More]

cfp Workshop (Certificate)

Course Format: Classroom
School/Trainer: Guide Financials
Training Center(s)/Venue(s): pune, india
  V

Certified Financial Planner Certification Exam Training:
Experienced Banking/Finance professionals and Non Finance Professionals and MBA’,s looking for a jump-start in their career, can take Certified Financial Planner (CFPCM) exam training.
Admissions open for May 2013 CFPCM(Certified Financial Planner) Batch
Batches for CFPCM Program start every 3 months

We offer a comprehensive 8 months program for the regular exam mode and a 4 month fast track program for challenge status mode

Classroom Program highlights:
Classes are conducted by EXPERT FACULTY with multiple years of experience in financial industry and successful track record in CFPCM training
EXCEL based training of Time Value concepts
Exam focussed study material
Making of live Financial Plan of the customer
Personalised support till student successfully completes the examination
Internship and Placement Support

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: MIFM
Training Center(s)/Venue(s): KOTA, INDIA
  V

What is CFPCM Certification?

CERTIFIED FINANCIAL PLANNER (CFPCM) designation is a professional certification mark for financial planners conferred by the Financial Planning Standards Board (FPSB) of India . Certification is a mark of excellence granted to individuals who meet the standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning certification recognized in 24 countries of the world and respected by the global financial community.
What is the opportunity for CFPCM Practitioner in the country?
The Wall Street Journal has described the CFP certification as a ‘GOLD?Standard. The Financial Planning Profession has been rated as No. 1 Job in USA (Jobs America almanac)
Mr. M Damodaran Ex. Chairman SEBI Said ‘€,?0,000 CFP Professionals require in India by 2010’€,?but we had only 1570 CFP Professionals till December 2011 and now the estimated demand by Industry experts of CFP Professionals is 5,00,000 .
Currently there is 80% shortage of Wealth Managers in the country the estimated demand of it is 26,000 will be up to 2016.


Who shoul... [Read More]

CFP (Certificate)

Course Format: Online
School/Trainer: Graziadio School of Business and Management
Training Center(s)/Venue(s): 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.

Certified Financial Planner (CFP) Workshop

Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Udaipur, INdia

We initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: Office of Professional Development - NC State University
Training Center(s)/Venue(s): Raleigh, United States
  V

NC State University’s Certified Financial Planner Certification Education Program is a series of classes required to sit for the CFP® Certification Examination. NC State University has established this certificate program to give you, the financial services professional, the knowledge you need to bring your skills to the next level and grow your business. Learn practical approaches with historical background and principles associated with practicing as a Certified Financial Planner® professional.

CFP (Certificate)

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India
  V

CERTIFIED FINANCIAL PLANNERCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. CFP’s work in the field of Personal Finance and advice people on their investments and help them in devising a road map for attaining their financial goals through optimum utilization of the available resources. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - CERTIFIED FINANCIAL PLANNERCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB, India. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning and widely respected by consumers, professiona... [Read More]

CFP (Master Degree)

Course Format: Classroom
School/Trainer: New Jersey City University
Training Center(s)/Venue(s): Jersey City, United States
  V

The Master of Science in Finance offers a traditional core graduate curriculum in finance combined with a specialization in one of three professional areas - financial planning, financial analysis, or financial management. The capstone of the program is a major case study relevant to the student’s concentration. The objective of the capstone is to connect the concepts and skills developed in the program with professional practice.
Each program of study includes the curriculum appropriate to preparation for the examinations for one of the following professional credentials: the CFP® certification in financial planning, the CFA® or chartered financial analyst credential, and the CFM or certified in financial management designation.

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: IIJT
Training Center(s)/Venue(s): bangalore, india

We are the education provider of CFP ,

CFP CERTIFIED FINANCIAL PLANNING

Course Format: Classroom
School/Trainer: ACE School for professional studies (College Of Financial Planning)
Training Center(s)/Venue(s): Hyderabad, INDIA
  V


Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification is the most recognized, prestigious& sought after certification in the area of personal finance, wealth management& investment advisory profession across the globe & is rated as the ",Gold Standard", by the `Wall street journal`.

Why earn CFPCM Certification?

The CFPCM Certification opens up the world of opportunities like never before in the Financial services sector namely Banks, Wealth management & financial planning companies, Insurance companies Asset management companies, Financial KPOs .

Transformation from Financial Chemist To Financial Doctors

In India there are more than 50 charter members the biggest in the financial services industry endorsed CFP Certification and are committed to giving preference to CFPCM Certificants in their recruitments

Enhanced Social & professional Status by joining the league of professionals.

Benefits of CFPCM Certification

Enhanced career and employment opport... [Read More]

Executive Certified Financial Planning (CFP)

Course Format: Online
School/Trainer: University of Nevada, Las Vegas
Training Center(s)/Venue(s): 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 info... [Read More]

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