About Certified Financial Planner Courses
Certified Financial Planner (CFP) Certification is the designation received after completing a formal course program and passing the Certified Financial Planner exam. This examination is designed for financial planners and professionals who want to increase their salary potential, refine their skills and keep up with today's standards in the financial industry. Many colleges and universities offer CFP Certification programs as an extension of other financial management courses, and these courses can be taken either in an offline or online setting.
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Significance
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The Certified Financial Planner course curriculum is organized by the Certified Financial Planner Board of Standards to provide in-depth training on topics such as insurance planning, investment planning, estate planning and income tax planning.
Function
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The educational track for Certified Financial Planner certification requires taking up to eight special courses and passing the CFP Certification Examination. The courses teach students basic principles, rules, and regulations about personal investments, the lifecycle of planning, educational funding and principles of investing using monetary settlements. Students may also learn foundational business concepts such as business entity laws, financial services industry regulations and other basic economic concepts that have an impact on the investment-planning industry.
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Types
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Certified Financial Planner courses may be taken offline in a campus setting or online in a self-paced environment. Many accredited colleges and universities offer the option of taking online or offline courses, allowing students to get the education and training they need to pass the examination and receive their education from an entity that is registered and approved by the Certified Financial Planner Board of Standards.
Features
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The most common course requirements that make up the Certified Financial Planner program include Calculator Training Fundamentals, Fundamentals of Planning and Insurance Planning, Calculator Training and Investments, Investment Planning, Risk Management, Income Tax Planning, Retirement Planning and Employee Benefits, Estate Planning and Review of Case Studies in Financial Planning.
Considerations
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Candidates interested in obtaining Certified Financial Planner certification must earn a bachelor's degree in finance or a related field and be admitted to the college or university that is offering the course program. Some campuses also offer review courses to help students prepare for the final examination and keep up with their course requirements during the course of the program. An online format may require students to participate in discussion groups, review lectures and tutorials over the Internet and take quizzes or sample exams online. Enrollment requirements for Certified Financial Planner courses may also require purchasing several different textbooks and an approved financial calculator.
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