Financial Education for Securities, Banking, & Insurance Professionals.


CFP® Certified Financial Planner®
7 Courses: 7 Required

#1 Provider of CFP® Certification Education

Practical financial planning for financial services professionals.

Choose The American College for an intense, practical financial planning program that prepares you to sit for the CFP® Certification Examination. The American College is the leading provider of financial education, and our pass rates routinely surpass industry averages. You can earn transferable credits that can be used for other designations.


Students preparing for CFP Board's exam with The American College have a 22.5% better chance of passing as compared with the average pass rates of other providers.*

*2012 statistics from CFP Board and The American College


Learning Options
Class Schedule
Curriculum
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  • Live Webinar Classes: Enhanced Online Learning

    For select courses, a webinar study option is available for those who want a more familiar classroom feel during their student experience. Attend scheduled classes online, and ask questions in real-time. And now, many of these webinar classes come complete with iPad® and iPhone®-ready material!

    View Webinar Schedule »

    Intensive Live Review: Onsite Classroom Environment

    Accelerate your CFP® Certification with Live 2½ day courses in a live classroom environment. Highly qualified American College faculty members provide you with 16 hours of intensive review of all the major course concepts. You will also have the ability to ask questions and interact with fellow students. On the last day of the session you will take a pencil and paper final exam, so there's no need to make a separate appointment at a testing center. These classes are a great way to move through your coursework quickly and conveniently.

    View Intensive Live Review Classes »

    Self-Paced Program: Earn the CFP® On Your Time

    You can study at your own pace, wherever and whenever it is most convenient for you. Complete your program as fast as you like; the self-paced program gives you the opportunity to truly tailor your education to your lifestyle. Our online study aids provide you with the guidance and practice you need to feel confident on test day. With every registration, students are granted access to:

    • Downloadable e-books for your iPad® or iPhone®
    • Online discussion with course professor
    • Supplemental readings
    • Streaming video lectures
    • Audio reviews

    Live CFP® Exam Review

    Prepare for the CFP® exam with over 2,000 exam-style questions and digital access to The College’s financial planning library. You’ll also gain access to expert faculty experienced in preparing students for the CFP® Board exam. EXCLUSIVE: After the course, students will receive daily CFP® questions and a 4-hour Intensive Web Review the weekend before the exam!

    Learn more »

  • Intensive Review Classes

     
    HS 321 - September 18–20, 2014 (Leawood, KS)
    HS 321 — Income Taxation
    Registration Cutoff Date: 8/28/2014

    Class Location: 5251 116th Place, Suite 300 — Leawood, KS 66211
    • For Hotel Information, please search by address above.
    • Reservations — n/a
      Hotel Reservation Cutoff Date: 8/28/2014
    •  

    Click here to register
     
    HS 330 - November 7–9, 2014 (Valley Forge, PA)
    HS 330 — Fundamentals of Estate Planning
    Registration Cutoff Date: 10/17/2014

    The Doubletree by Hilton — Valley Forge, PA
    • 301 West DeKalb Pike, King of Prussia, PA 19406
    • Reservations — 610-337-1200
      Hotel Reservation Cutoff Date: 10/17/2014
    • www.doubletree.com

    Click here to register

    Live Online Courses

     
    HS 333 - September 10–October 1
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 09/10/14–10/01/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 330 - September 30–October 23
    HS 330 - Fundamentals of Estate Planning
    Date: 09/30/14–10/23/14
    Professor(s): Constance Fontaine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 321 - November 11–December 9
    HS 321 - Income Taxation
    Date: 11/11/14–12/09/14
    Professor(s): Christopher Woehrle

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 300 - November 11–December 9
    HS 300 - Financial Planning: Process/Environment
    Date: 11/11/14–12/09/14
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 333 - November 12–December 3
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 11/12/14–12/03/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 326 - January 6–January 29
    HS 326 - Planning for Retirement Needs
    Date: 01/06/15–01/29/15
    Professor(s): Jamie Hopkins

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 300 - February 3–February 26
    HS 300 - Financial Planning: Process/Environment
    Date: 02/03/15–02/26/15
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 328 - February 17–March 12
    HS 328 - Investments
    Date: 02/17/15–03/12/15
    Professor(s): Walter Woerheide

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 333 - September 10–October 1
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 09/10/14–10/01/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 330 - September 30–October 23
    HS 330 - Fundamentals of Estate Planning
    Date: 09/30/14–10/23/14
    Professor(s): Constance Fontaine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 321 - November 11–December 9
    HS 321 - Income Taxation
    Date: 11/11/14–12/09/14
    Professor(s): Christopher Woehrle

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 300 - November 11–December 9
    HS 300 - Financial Planning: Process/Environment
    Date: 11/11/14–12/09/14
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 333 - November 12–December 3
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 11/12/14–12/03/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 326 - January 6–January 29
    HS 326 - Planning for Retirement Needs
    Date: 01/06/15–01/29/15
    Professor(s): Jamie Hopkins

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 300 - February 3–February 26
    HS 300 - Financial Planning: Process/Environment
    Date: 02/03/15–02/26/15
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 328 - February 17–March 12
    HS 328 - Investments
    Date: 02/17/15–03/12/15
    Professor(s): Walter Woerheide

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 333 - September 10–October 1
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 09/10/14–10/01/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 330 - September 30–October 23
    HS 330 - Fundamentals of Estate Planning
    Date: 09/30/14–10/23/14
    Professor(s): Constance Fontaine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 321 - November 11–December 9
    HS 321 - Income Taxation
    Date: 11/11/14–12/09/14
    Professor(s): Christopher Woehrle

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 300 - November 11–December 9
    HS 300 - Financial Planning: Process/Environment
    Date: 11/11/14–12/09/14
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 333 - November 12–December 3
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 11/12/14–12/03/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 326 - January 6–January 29
    HS 326 - Planning for Retirement Needs
    Date: 01/06/15–01/29/15
    Professor(s): Jamie Hopkins

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 300 - February 3–February 26
    HS 300 - Financial Planning: Process/Environment
    Date: 02/03/15–02/26/15
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 328 - February 17–March 12
    HS 328 - Investments
    Date: 02/17/15–03/12/15
    Professor(s): Walter Woerheide

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 321 - November 11–December 9
    HS 321 - Income Taxation
    Date: 11/11/14–12/09/14
    Professor(s): Christopher Woehrle

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 300 - November 11–December 9
    HS 300 - Financial Planning: Process/Environment
    Date: 11/11/14–12/09/14
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 333 - November 12–December 3
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 11/12/14–12/03/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 326 - January 6–January 29
    HS 326 - Planning for Retirement Needs
    Date: 01/06/15–01/29/15
    Professor(s): Jamie Hopkins

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 300 - February 3–February 26
    HS 300 - Financial Planning: Process/Environment
    Date: 02/03/15–02/26/15
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 328 - February 17–March 12
    HS 328 - Investments
    Date: 02/17/15–03/12/15
    Professor(s): Walter Woerheide

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 321 - November 11–December 9
    HS 321 - Income Taxation
    Date: 11/11/14–12/09/14
    Professor(s): Christopher Woehrle

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 300 - November 11–December 9
    HS 300 - Financial Planning: Process/Environment
    Date: 11/11/14–12/09/14
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

     
    HS 333 - November 12–December 3
    HS 333 - Persnl Fin Planning: Case Analysis
    Date: 11/12/14–12/03/14
    Professor(s): Craig Lemoine

    This class meets every Wednesday from 6:00pm to 8:30pm ET

     
    HS 326 - January 6–January 29
    HS 326 - Planning for Retirement Needs
    Date: 01/06/15–01/29/15
    Professor(s): Jamie Hopkins

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 300 - February 3–February 26
    HS 300 - Financial Planning: Process/Environment
    Date: 02/03/15–02/26/15
    Professor(s): Craig Lemoine

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

     
    HS 328 - February 17–March 12
    HS 328 - Investments
    Date: 02/17/15–03/12/15
    Professor(s): Walter Woerheide

    This class meets every Tuesday and Thursday from 6:00pm to 8:00pm ET

  • CFP® Curriculum

    Course Name
    Course #
    Required
     
    Financial Planning: Process and Environment
    HS 300
     

    Provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts, financial planning applications, regulatory issues and the legal and economic environment for financial planning. Offers an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision making.

     
    Fundamentals of Insurance Planning
    HS 311
     

    Focuses on the role of planning for insurance needs. Covers basic concepts in risk management and insurance, insurance industry operations, legal principles pertaining to this industry, and regulation of insurers. Examines social insurance, life insurance and annuities, medical and disability income insurance, long-term care insurance and personal property and liability insurance. Concludes with an overview of commercial property and liability insurance and a case study.

     
    Income Taxation
    HS 321
     

    Examines the federal income tax system with particular reference to the taxation of individuals. Covers such concepts as gross income, exclusions from gross income, deductions, tax credits, capital gains and losses, taxation of life insurance and annuities and income taxation of partners, partnerships, corporations and shareholders.

     
    Planning for Retirement Needs
    HS 326
     

    Focuses on selecting the right retirement plan for the business and on individual retirement planning. Covers qualified plans, SEPs, SIMPLEs and 403(b) plans and nonqualified deferred compensation plans. Emphasizes the practical knowledge needed for choosing the best retirement plan, especially for the small business, and designing a plan that will meet a client’s needs. Also covers individual retirement planning including IRAs and Roth IRAs, Social Security benefits, saving for retirement and planning for retirement plan distributions.

     
    Investments
    HS 328
     

    Covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client’s portfolio.

     
    Fundamentals of Estate Planning
    HS 330
     

    Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact finding, ethical standards and development of personal estate plans.

     
    Personal Financial Planning: Comp. Case Analysis
    HS 333
     

    This course applies students’ knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate core financial planning disciplines of retirement, investment, risk management, income tax, employee benefits and general principles into a prioritized comprehensive financial plan.

  • Program Completion Requirements

    Students need to complete the CFP® Certification curriculum in order to sit for the CFP® examination. To be awarded the certification, students must possess a Bachelor’s degree, complete ethics and experience requirements, and pass the comprehensive exam. Please visit CFP.net for more information.

    When you complete The College’s coursework, you will receive a Certificate of Study Completion from The American College.

    Continuing Education

    Many of the programs at The American College qualify for Continuing Education. Understand that this information changes frequently, and while we will do our best to provide current data, it is your responsibility to verify CE credits with your state.

    Learn more »

    The 5-Year Rule

    The American College pledges to offer the most up-to-date material and course offerings. In doing so, all courses are subject to the Five-Year Rule, in the interest of the most valid study material and timely designation completion.

    Learn more »

    Policy FAQs

    Answers for common questions concerning core designations (exam retake and reschedule policies, tuition and fees, etc.) can be found on the Core Designations FAQ page.

    Access the FAQ »

  • Moving Your Career Forward

    Plan your next designation. Students who complete the program can expand upon their CFP® Certification to earn the ChFC® Advanced Financial Planning designation by taking two or three additional courses (number depends on previous program plan taken). You can also earn the CLU® Insurance Specialty or the RICP® designation by taking three additional courses for each.

    CE 126: Ethics for CFP® Professionals

    Consists of a variety of interactive online modules focusing on ethical situations dealt with by holders of CFP® Certification. The course, delivered through The American College online course platform, has been approved for CE ethics credit by Certified Financial Planner Board of Standards Inc. Includes online delivery with exam. Now available on The American College's Online Learning Experience.

    Learn more »

    Additional Study Support

    Cost-effective supplementary study materials, developed in partnership with Kier Educational Resources, are also available for select CFP® courses.

    Learn more »

    Refund Requests

    All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $170 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned and no refund will be given for these textbooks.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.

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Phone: 888-263-7265

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Hours: M–F 8 a.m. – 6 p.m. ET

Program Prices—Best Value!

Online Package: $5,075

Popular live webinars taught by the best instructors. Includes all books, online tools, and access to all webinar classes and archives.


On Your Time Package: $3,947

Self-paced study with the best support in the business. Enjoy extensive online study materials including practice exams, audio reviews, video clips and more.

Pricing For Single Courses

Tuition: $659 (per course)

HS 333 Tuition: $799

Admission Fee: $150*

Shipping: $25 (per course)

Self-paced study with the best support in the business. Enjoy extensive online study materials including practice exams, audio reviews, video clips and more.

*One-time, nonrefundable fee for new enrollees at The College.
ChFC Designation: Advanced financial planning to pair with your CFP certification.  
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