CFP® Certification Examination Review Course
Certified Financial Planner™ is
the mark of a first-rate financial professional. Certification
can lead to higher earnings and greater personal satisfaction. Certified financial planning is in high demand as the number of people looking for professional financial advice continues to grow alongside the earnings of the Baby Boomer generation. The Certified Financial Planner™ certification exam could be the ticket to getting ahead in a competitive profession.
If you would like to accomplish the ultimate goal of becoming
a Certified Financial Planner™, enrolling in the CFP® Certification
Examination Review Course will make that goal a reality.
This six-day review course helps one to master the main
subject areas covered on the exam. The combination of classroom
instruction and the case analysis/mock examination will provide
a solid foundation for the exam.
Program Information
Topics to be covered are:
- Fundamentals of Financial Planning and Insurance
Planning
- Income Tax Planning
- Estate Planning
- Investment Planning
- Retirement Planning and Employee
Benefits
- Case Analysis/Mock Examination
Cost for Materials
The total cost for the set of books is $300.00.
Certified Financial Planner Board of Standards Inc. owns
the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
 , in the US, which it awards to individuals who successfully
complete initial and ongoing certification requirements.
Northwestern
Excellence
- Northwestern
University is a preeminent university recognized internationally as a hallmark of academic excellence.
- School of Continuing Studies programs provide students with exceptional opportunities for intellectual, professional and personal growth.
- SCS instructors bring outstanding academic credentials and relevant professional experience to the classroom to create a highly interactive, collaborative, and challenging learning environment.
- SCS students study with peers who have rich, diverse backgrounds and can provide lifelong learning connections.
Course Information
Schedule and registration information can be found on the
CFP® Certification Examination Review Course listings
page.
Note: Schedules and prices are subject to change.
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