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

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: STRATAGEM SOLUTIONS
Training Center(s)/Venue(s): Hyderabad, India
  V

You become a Self illuminated Expert in financial planning based advisory
You attain a global position for yourself.
You join an elite group in the Financial world.
You move ahead of the increasing competition.
You get preference for coveted positions with reputed organizations.

Certified financial Planner CFP Workshop

Course Format: Classroom
School/Trainer: RNIS
Training Center(s)/Venue(s): Chennai, India

approved in 23 countries

CFP (Certificate)

Course Format: Classroom
School/Trainer: Icofp
Training Center(s)/Venue(s): hyderabad, india
  V

CFP is world’s most prestigious designations for financial planners. The CFP professional education programme is suitable for seeking career or engaged in financial sectors like banking, insurance , investment advisory services, stock broking, AMC’s, equity research, Kpo’s and others who want to acquire the knowledge and to upgrade their skills to become a qualified and professionally trained financial planner…€,?

CFP - Certified Financial Planner

Course Format: Else
School/Trainer: International college of financial planning ltd
Training Center(s)/Venue(s): Ahmedabad, India
  V

ONE certification, MANY career Options

International College of Financial Planning

International college of Financial Planning, (ICFP) is one of India’s leading educational institutions specializing in financial services education. ICFP was established in the year 2002 to initiate an entirely new platform for disseminating Financial Education to the future financial consultants of India. The college is an authorized education provider of the Financial Planning Standards Boards, India (FPSB) for the Certified Financial Planner. (CFPCM)
The International College of Financial Planning, ICFP is India’s pioneer institute offering financial services education and a market leader in providing the CFP Certification program with a 85% market share and more than 4500 students.

CFPCM

A Certified Financial Planner takes a holistic view of financial life of an individual and provides strategic advice in regard to investment, insurance, tax, retirement and estate needs. Unlike product sellers who represent the interest of manufacturers of these products, a Certified Financial Planner works for the consumer, and does not have any particular product in mind... [Read More]

CFP (Certificate)

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

Our CERTIFIED FINANCIAL PLANNER?Certificate Program has been specifically designed for students who have already earned an MBA degree, but do not have the requisite coursework to sit for the CFP exam.

Saint Joseph’s University’s Certificate in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. (CFP) Board* as an approved education program.
Certified Financial PlannerTM certification is the most recognized professional certification for financial planners, demonstrating expertise in the field and adherence to rigorous standards. As a CFP Board-Registered Program, successful completion of the Saint Joseph’s University’s Certificate in Financial Planning satisfies CFP Board’s education requirement, allowing an individual to sit for the CFP Certification Examination.
* Saint Joseph’s University does not certify individuals to use the CFP®, Certified Financial PlannerTM and flame logo marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Pro... [Read More]

CFP (Diploma)

Course Format: Classroom
School/Trainer: Icofp college
Training Center(s)/Venue(s): hyderabad, india
  V

ICoFP( International College Of Financial Planning) The college is an authorized education provider of the Financial Planner Standards Board, India (FPSB) for the Certified Financial Planner (CFPCM) professional education programme in India . Established as one of the first education providers in India in 2002, the college has built up a student base of about 10000 students in this short span. ICFP is the market leader with a market share of more than 90%.

CFP (Certificate)

Course Format: Classroom
School/Trainer: RNIS College Of Financial Planning
Training Center(s)/Venue(s): Chennai, India

Highest recognition in financial sector

CFP (Certified Financial Planner) Workshop

Course Format: Classroom
School/Trainer: Stratagem Financial School
Training Center(s)/Venue(s): Hyderabad, India

STRATAGEM FINANCIAL SCHOOL

Become a CFP in 6 months and earn more than
40000/month, free laptop and Global Business Exposure.



FOR FURTHER DETAILS CONTACT:-

AVINASH NAGILLA

91-9885195652

AVINASH.N@STRATAGEM.CO.IN

CFP (Certificate)

Course Format: Else
School/Trainer: Roots Institute of Financial Markets
Training Center(s)/Venue(s): Panipat, India

Study Books are strictly as per FPSB Pattern

Practice Books Contain about 800 questions for practice.

Certified Financial Planner (CFP)

Course Format: Online
School/Trainer: Extended Education at California State University, Los Angeles
Training Center(s)/Venue(s): 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.)

CFP (Certificate)

Course Format: Classroom
School/Trainer: stratagem financial school
Training Center(s)/Venue(s): hyderabad, INDIA

100% JOB GUARANTEE!!!!or Your money back....
we are ready to do an agreement on paper that we will provide you the job!!1

CFP (CERTIFIED FINANCIAL PLANNER)

Course Format: Classroom
School/Trainer: Stratagem Solutions
Training Center(s)/Venue(s): hyderabad, India

Better course material and training by CFP certified professionals.

Platinum Test Preparation for the CFP Certification

Course Format: Online
School/Trainer: Learninsurance.com
Training Center(s)/Venue(s): 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.
?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 case... [Read More]

Basic Test Preparation for the CFP Certification

Course Format: Online
School/Trainer: Learninsurance.com
Training Center(s)/Venue(s): 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.
?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 ac... [Read More]

CFP Board Code of Ethics

Course Format: Online
School/Trainer: 360institute
Training Center(s)/Venue(s): 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 ... [Read More]

CFA CFP FRM Workshop (Certificate)

Course Format: Classroom
School/Trainer: FINANCE COACHING
Training Center(s)/Venue(s): JAIPUY, INDIA
  V

Faculty: Saurabh Lodha

Qualifications: CFA, CFP, FRM, MSc(Finance) & PGDBA from Symbiosis Pune.

Experience: 1.Has worked for three years as a Research Analyst.

2. Has been teaching students for CFA,CFP & MBA Finance programs in Delhi for last four years and has received very good feedback from his students. Guaranteed clearing of your exam.

CFP - Certified Financial Planner

Course Format: Online
School/Trainer: Kaplan Schweser
Training Center(s)/Venue(s): 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 Workshop

Course Format: Classroom
School/Trainer: Knowise Learning academy
Training Center(s)/Venue(s): Bangalore, India

Study Material for all 6 modules
Email support from faculty for queries
2-3 Mock tests for each of the module

CFP (Certificate)

Course Format: Classroom
School/Trainer: New Era Institute of Professional Studies
Training Center(s)/Venue(s): Delhi, India
  V

Financial Planning Standards Board, India is a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning Professionals. It is an affiliate of Financial Planning Standards Board (FPSB) based in Denver, U.S.A. FPSB, India oversees the administration of the internationally recognized Certified Financial Planner professional certification process.

Certified Financial Planner Certification is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification (Certified Financial Planner Certification) wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - Certified Financial Planner Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and fathom 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, US.

CFPCM Certification ... [Read More]

CFP (Certificate)

Course Format: Classroom
School/Trainer: IMS Proschool Pune
Training Center(s)/Venue(s): Pune, India
  V

Certified Financial PlannerCM
Certified Financial PlannerCM certification is an internationally accepted Financial Planning qualification. The qualification is recognized in more than 23 countries across the world. In India, the Certification is granted by Financial Planning Standards Board India (FPSB).The qualification gears candidates to provide comprehensive financial advisory services to individuals. It covers insurance, retirement planning, investment, taxation and estate planning. For those looking for a career in the financial services sector. CFPCM Certification provides a definite edge over other candidates. One’s expertise and credibility as qualified professional is instantly communicated if he/she has a CFPCM Certification.

Benefits of CFPCM Certifications

?Enhanced career and employment opportunities with Financial Services companies.

?Your Services are sought by Banks, Distribution Houses, Asset Management Company, Insurance Companies, Equity Broking and Financial Planning firms.

?Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.

?Satisfied clien... [Read More]

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