The Faster Way to Earn Your CFP® Certification
The CFP
® certification has become one of the most recognized and respected credentials in the financial services industry. In fact, CFP
® professionals gain such a significant competitive advantage that many advisors are willing to spend up to three years completing the education required to sit for the CFP
® Certification Examination.
Now there's a faster way
Financial Planning Express, developed jointly by The American College and JR Financial Group, provides seven months of intense CFP
® certification education, combining self-study with four-day teaching sessions that are held every five to six weeks.
How it Works...
Individual Study
You'll have five or six weeks to read, study and review the material on your own.
Live Review Sessions
You'll attend an intensive, "boot camp style" live review of the material you've just studied, including quizzes, case studies and problems. After completion of each live review you immediately move on to the next module.
Comprehensive Review
The Financial Planning Express program concludes approximately one month prior to each CFP
® Certification Examination with a live, five-day comprehensive review of all 89 CFP
® certification topics covered on the test.
Take the Express!
$5,175 includes tuition for six American College courses, all individual study materials, review materials and live instruction. Participants will also need to pay for accommodations during the six live review sessions.
***Download a PDF Application***
Financial Planning Express form
Note: Do not use the MyLink portal or registration links on this website to register for the Financial Planning Express. If you have any questions on this program please call 610-526-1132 or 610-526-1076.
| Financial Planning Express Sessions Calendar 2010 - 2011 |
| The location of the following sessions is Philadelphia, PA. |
| Class Dates for August 2010 Session (March 2011 Exam Prep) |
| August 26-29, 2010 |
| September 23-26, 2010 |
| November 11-14, 2010 |
| December 16-19, 2010 |
| January 20-23, 2011 |
February 23-27, 2011
|
| Class Dates for March 2010 Session (November 2010 Exam Prep) |
| July 22 - 25, 2010 |
| September 11 - 14, 2010 (Sat. - Tues.) |
October 27 - 31, 2010
|
 |
| Affiliate sessions are now available in other locations! |
JR Financial Group, The College's partner in offering Financial Planning Express®, also works with other CFP® Board-approved educational institutions to offer the accelerated 7-month program. All of these programs use JR Financial instructors and study materials developed by The American College. To register for these affiliate sessions, download and complete the application below and fax or send by regular mail to The American College.
(Do not use the Finacial Planning Express® form above to register for affiliate classes)
***Download a PDF Application***
Rattiner's Financial Planning Fast Track™
Enrollment Contract |
| Arizona |
Phoenix Area - March 2011 Exam Prep
September 10-13, 2010
October 14-17, 2010
November 18-21, 2010
December 16-19, 2010
January 20-23, 2011
February 16-20, 2011 | |
| California |
Los Angeles - March 2011 Exam Prep
September 19-22, 2010
October 22-25, 2010
November 18-21, 2010
December 16-19, 2010
January 20-23, 2011
February 9-13, 2011
| San Francisco - July 2011 Exam Prep
December 2-5, 2010
January 13-16, 2011
March 3-6, 2011
April 7-10, 2011
May 19-22, 2011
June 8-12, 2011
|
Requirements
To qualify to sit for the CFP
® Certification Examination, participants must successfully complete each of the first five educational modules and participate in the live review session. If you cannot attend a session, you must satisfy the classroom requirements by attending another session, which may be at a different location. After successful completion of the program you receive a certificate of completion from The American College.
This certificate satisfies the educational requirement of the Certified Financial Planner Board of Standards Inc. for advisors to sit for the CFP
® Certification Examination. Once you complete this program, you must apply to Certified Financial Planner
® Board of Standards (CFP
® Board) to sit for the CFP
® Certification Examination. Note: Effective January 2007, a bachelor's degree in any field of study or program will be required to obtain CFP
® Certification.
Visit
www.cfp.net/become/steps.asp for more information. For more on CFP
® certification, including upcoming exam dates and other requirements, see Guide to CFP
® Certification, available from CFP
® Board, 1670 Broadway, Suite 600, Denver CO 80202-4809; (888) CFP-MARK (237-6275);
Mail@CFP-Board.org;
www.CFP.net.
Extra Credit
Successful completion of the first five modules in Financial Planning Express can be transferred for credit toward other American College credentials, such as Chartered Life Underwriter
® (CLU
®), Chartered Financial Consultant
® (ChFC
®) and the Chartered Advisor for Senior Living
® (CASL
®).
About Jeff Rattiner
Jeffrey H. Rattiner is President of the JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial services industry. He has created Financial Planning Fast Track, an innovative and accelerated educational program assisting students in satisfying the rigorous CFP
® Certification Examination requirements. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Smith Barney, Bank of America, Western CPE, First Tennessee, the AICPA, California CPA Education Foundation, and TIAA-CREF. He is the author of
Getting Started as a Financial Planner,
Financial Planning Bible,
Rattiners Review for the CFP® Certification,
The Financial Planning Answer Book and many others.
If you have any questions on this program please call 610-526-1132 or 610-526-1076.
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.
