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CFP® CERTIFICATION EDUCATION

CFP® CERTIFICATION EDUCATION

Certified Financial Planner

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WHAT YOU WILL LEARN

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 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.

 

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

Qualified students may opt-out of the classroom hours requirement of HS 333 and move directly to completing the case study component. Learn more about the Capstone Alternative Program.

Self-study course: $785
HS 333: $980
Package pricing: $2,095 Starter Package (first three courses); $4,200 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.

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.

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. To enroll in a webinar add $250.00 on top of tuition.

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
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. To enroll in an IRP please add $350.00 on top of tuition.

If you have any questions, please read the IRP FAQ.

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
  • 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 24 – November 5, 2018
(removed date of October 31)
Monday and Wednesday, 6 - 8:30 PM ET
(Fall Session)

 

The Capstone Alternative Program allows students to start working on their capstone project without first completing classroom hours requirement for the capstone project course, HS 333. Learn more about the program and the qualification requirements.

See the student handbook and policies page for comprehensive details on refund policies, learning policies, recertification information, and more.
 

The CFP® certification shares common courses with the ChFC® and CLU® designations. View this chart to see how these designations overlap. 

Program Faculty

Professor Kevin Lynch
Kevin M. Lynch

Faculty Instructor

Professor Jamie Hopkins
Jamie Patrick Hopkins

Larry R. Pike Chair in Insurance and Investments
Associate Professor of Taxation
Director of the New York Life Center for Retirement Income