CFP® CERTIFICATION EDUCATION

CFP® CERTIFICATION EDUCATION

Certified Financial Planner

Rigor, results.

Superior outcomes through top-notch instructions. The CERTIFIED FINANCIAL PLANNER (CFP®) certification education program from The American College of Financial Services is the nation’s best choice for financial planners. Our courses are designed to ensure that you know the material you need to succeed on the CFP® Certification Examination, and grow your practice. Members of The College’s expert faculty have been part of the CFP® exam creation process and chaired the CFP Council of Examiners. Our students’ pass rates are exceptional, and our program makes the best use of your valuable time.

Our average program completer takes less than
18
months to finish the coursework
WHAT YOU WILL LEARN
Be prepared to pass.

This program provides you with everything you need to know to pass the CFP® Certification Examination on your first attempt, including an overview of the financial planning process, the role and responsibilities of a financial planner, and analytical tools to aid in financial decision-making. The seven-course curriculum not only meets the learning objectives defined by the CFP Board, our faculty builds the coursework to provide you with a deeper understanding of key concepts. Courses are revised often to ensure up-to-date accuracy and consistent alignment with the CFP Board exam.

Intensive preparation with more than
2,000
questions in our CFP® exam review class
Details

Required CFP® Certification Education Courses:

HS 300 Financial Planning: Process and Environment:
This course provides an overview of the financial planning process, including the role and responsibilities of a financial planner along with analytical tools to aid in financial decision-making. Topics include:

  • Communication techniques
  • Ethics
  • Education planning and funding
  • Time-value-of-money concepts
  • Financial planning applications
  • Regulatory issues
  • Legal and economic environment for financial planning


HS 311 Fundamentals of Insurance Planning:
Focuses on tax and legal aspects of organizing a business; compensation planning for the business owner; business succession planning; buy-sell agreements; estate planning and estate freezing techniques; methods for transferring a family business; lifetime disposition of a business interest.

 

HS 321 Income Taxation:
The course examines the federal income tax system with particular reference to the taxation of individuals. Concepts covered include:

  • Gross income, exclusions from gross income
  • Deductions
  • Tax credits
  • Capital gains and losses
  • Taxation of life insurance
  • Taxation of annuities
  • Entity taxation of partnerships, LLCs, corporations, and proprietorships

 

HS 326 Planning for Retirement Needs:
This course focuses on selecting the right retirement plan for the business and on individual retirement planning. Covers:

  • Qualified plans, SEPs, SIMPLEs and 403(b) plans
  • Nonqualified deferred compensation plans
  • 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
  • Individual retirement planning including IRAs and Roth IRAs, Social Security benefits, saving for retirement and planning for retirement plan distributions

 

HS 328 Investments:
This course covers various aspects of the principles of investments and their application to financial planning. Topics include:

  • Risk analysis, risk and return computations
  • Risk reduction through diversification
  • Expected returns of various investments
  • Nature of securities markets and investment companies
  • Tax issues in investing
  • Issues in the practice of portfolio management
  • Examples of ethical and practical investment considerations

 

HS 330 Fundamentals of Estate Planning:
This course provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Covers various aspects of estate and gift tax planning, including:

  • Nature, valuation transfer, administration, and taxation of property
  • Gratuitous transfers of property outright or with trusts, wills and powers of appointment
  • Use of the marital deduction
  • Valuation of assets
  • Buy-sell agreements
  • Client interview/fact finding
  • Ethical standards
  • Development of personal estate plans

 

HS 333 Personal Financial Planning: Comprehensive Case Analysis:
This course applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate into a prioritized comprehensive financial plan the core financial planning disciplines of:

  • Retirement
  • Investment
  • Risk management
  • Income tax
  • Employee benefits
  • General principles

Self-study course: $750 ($950 for HS 333).
Package pricing: $1,995 Starter Package (first three courses); $3,990 full designation package.

Your tuition includes all required study materials, including textbooks, access to robust online learning tools, and your course examination. Supplementary study materials and review classes are also available for an additional cost.

Live review, webinar and Intensive Review Program (IRP) options are available for an additional cost. See below for more details.

Students must complete all seven courses with passing grades in order to fulfill the CFP® certification education requirement. In order to ensure you are mastering relevant concepts, you must complete your curriculum within five years of passing your first course. Following successful completion of your program we offer a success-enhancing CFP review program.

The American College of Financial Services provides comprehensive CFP® Certification education. The CFP® certification process is administered by the CFP Board. Please visit the CFP Board for the latest information on the requirements for earning the CFP® certification.

A four-month exam window for each course gives you plenty of time to study and prepare.

You are free to create your own plan for how you want to pace your studies. We recommend a steady approach, so that you can truly absorb the material. From enrollment, you’ll have a window of four months in which to schedule your final exam. Your window opens on the day you enroll and includes the current month, plus the next four months.

In addition to course textbooks, extensive online study materials including practice exams, audio reviews, video clips, and more are made available to all students. You can purchase webinars and live reviews to enhance your learning experience. Once you complete a course, the next course in the program is automatically shipped to you if you’re signed up for a CFP® certification education package.


Earn Your CFP® Your Way

Flexible Self-Paced Program

You can study at your own pace, wherever and whenever 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:

  • Comprehensive course textbooks
  • Downloadable e-books for your iPad®, iPhone®, or Android device
  • The ability to ask a professor when you have questions
  • Audio reviews
  • Supplemental readings
  • Streaming video lectures


Enhanced Online Learning:

For select courses, a webinar study option is available for those who want a more familiar classroom feel as part of their student experience. Attend weekly classes online and ask questions in real-time.

Webinar Schedule

HS 333 Personal Financial Planning: Comprehensive Case Analysis
October 5 - December 28, 2016
Two Sessions on Wednesday, 11 AM - 1 PM ET or 6 - 8 PM ET

HS 300 Financial Planning: Process and Environment
October 25 - November 17, 2016
Tuesday and Thursday, 6 - 8:30 PM ET

HS 328 Investments
October 25 - November 17, 2016
Tuesday and Thursday, 6 - 8:30 PM ET

HS 311 Fundamentals of Insurance Planning
December 6 - 29, 2016
Tuesday and Thursday, 6 - 8:30 PM ET

HS 330 Fundamentals of Estate Planning
December 6 - 29, 2016
Tuesday and Thursday, 6 - 8:30 PM ET

HS 321 Income Taxation
January 17 - February 9, 2017
Tuesday and Thursday, 6 - 8:30 PM ET


Intensive Review Program (IRP) for CFP® Courses

Accelerate your CFP® Certification studies with a live classroom review. In your optional IRP component, highly qualified faculty members from The American College of Financial Services provide you with 18 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 your final exam, so there’s no need to make a separate appointment at a testing center. IRP sessions are a great way to study along with an expert right up to the moment you begin your exam. Students should still study their text and course materials prior to the IRP to be fully prepared.

Taking Your IRP
Below is a list of upcoming Intensive Review Programs. We recommend that you follow the recommended course sequence, and enroll in IRPs when they are available for your next course. If you are interested in enrolling in an IRP that is not for your next recommended course, please speak with a counselor by calling 888-263-7265.


IRP Schedule

HS 328 Investments
October 14 - October 16, 2016 (Cincinnati Airport)
Registration Cutoff Date: 9/23/2016

Homewood Suites - Florence, KY

HS 311 Fundamentals of Insurance Planning
October 28 - October 30, 2016 (Birmingham, AL)
Registration Cutoff Date: 10/7/2016

Courtyard Marriott - Birmingham, AL

HS 333 Personal Financial Planning: Comprehensive Case Analysis
November 4 - November 6, 2016 (Birmingham, AL)
Registration Cutoff Date: 10/14/2016

Courtyard Marriott - Birmingham, AL

HS 330 Fundamentals of Estate Planning
November 17 - November 19, 2016 (Leawood, KS)
Registration Cutoff Date: 9/1/2016

Leawood, KS

  • 5251 W 116th Place, Suite 300, Leawood, KS 66211
  • for hotel stay, search by IRP location above

HS 311 Fundamentals of Insurance Planning
November 18 - November 20, 2016 (Schaumburg, IL)
Registration Cutoff Date: 10/28/2016

Hyatt Place - Schaumburg, IL

HS 321 Income Taxation
December 2 - December 4, 2016 (King of Prussia, PA)
Registration Cutoff Date: 11/11/2016

Doubletree by Hilton - King of Prussia, PA

HS 326 Planning for Retirement Needs
December 9 - December 11, 2016 (Schaumburg, IL)
Registration Cutoff Date: 11/18/2016

Hyatt Place - Schaumburg, IL

HS 300 Financial Planning: Process and Environment
January 13 - January 15, 2017 (Cincinnati, OH)
Registration Cutoff Date: 12/23/2016

Raddisson Cincinnati Riverfront - Covington, KY

  •  668 West 5th Street, Covington, KY 41011
  • reservations - 859/491-1200
  • www.radisson.com

HS 311 Fundamentals of Insurance Planning
January 20 - January 22, 2017  (King of Prussia, PA)
Registration Cutoff Date: 12/30/2016

Doubletree by Hilton - King of Prussia, PA

HS 321 Income Taxation
February 10 - February 12, 2017  (Homewood, AL)
Registration Cutoff Date: 1/20/2017

Courtyard Birmingham/Homewood - Homewood AL

 

Be Flawlessly Prepared for the CFP Board Exam

Prepare for the CFP® exam with more than 2,000 exam style questions and full digital access to all of the study material for each CFP® Certification course. Partnering with The American College of Financial Services will give you access to faculty with in-depth exam knowledge and experience.
Join us for a four-day CFP® Certification review course, or six weeks of live webinar classes, targeting test taking methodology, financial planning learning objective areas, and case study reviews.


Class Overview

The American College of Financial Services offers a live CFP® Certification exam review class to help you succeed.

Upon Registration Students Will Receive:

  • 1,000 learning objective based pre-work questions
  • Digital access to all our CFP® Certification course materials

At the Live Class Students Will Receive:

  • Learning objective based study outline and slides
  • 1,000 domain based questions
  • 200 questions based on case studies and items sets

After the course, students will receive daily CFP® questions and a two-hour intensive web review the weekend before the exam! Webinar students will receive their exam questions at the time of enrollment via Blackboard.

Learn more or call a Professional Education Counselor at 610-526-1379.

Upcoming Sessions

Webinar

HS 100 CFP Live Review
September 28 - November 2, 2016
Monday and Wednesdy, 6 - 8 PM ET

Intensive Review Program

HS 100 CFP Live Review
October 20 - 23, 2016

Irving, TX

  • 4550 West John W Carpenter Freeway, Irving, TX 75063
  • for hotel stay, search by IRP location above

Program Faculty

Dr. Craig W. Lemoine

Jarrett L. Davis Distinguished Professor of Financial Planning Technology 
Associate Professor of Financial Planning
Director of the Northwestern Mutual Granum Center for Financial Security

Dr. Ajamu C. Loving

Director of Academic Partnerships
Assistant Professor of Financial Planning

Professor Walt Woerheide
Dr. Walt Woerheide

Frank M. Engle Distinguished Chair in Economic Security Research
Professor of Investments

Professor Christopher Woehrle
Christopher P. Woehrle

Guardian/Deppe Chair in Pensions and Retirement Planning
Associate Professor of Taxation

Professor Kevin Lynch
Kevin M. Lynch

Faculty Instructor

Get Started With CFP®

Ongoing Commitment

Carry the Shield

Throughout the decades, The American College of Financial Services has served as the premier educational institution dedicated to the development of financial services professionals. The College has worked tirelessly to educate our nation’s advisors, to help them raise the level of their profession, and to ensure that society has an industry built on trust. Graduates and designees of The American College of Financial Services have studied, have passed rigorous exams, and have proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the good people they serve.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Please visit the CFP Board’s website for more information about costs, ongoing designation and testing requirements.