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CFP Exam Course

Study and take the CFP Exam using review course material. A Certified Financial Planner (CFP) is an impressive designation. CFP's must complete thorough training and a qualifying exam. We provide dozens of CE topics for continuing education including 30 hour CE credit online training.

30 hour CE course

This includes 9 subjects, covering 30 hours towards your CFP continuing education license. The topic areas are:

  • Annuities 2 hour credit
  • Advanced Estate Planning 2.5 hours
  • Ethics for Insurance Agents 4 credit hours
  • Life, Health, Disability and Long Term Care 3.5 hours
  • Long Term Care 5 hour
  • Medicare 1.5 hours
  • Principles of Insurance 8.5 credit hours
  • 401 k Plans 1 hour
  • CFP Board Code of Ethics 2 hours

BUY CFP CE Courses Here - Free Look. Full 30 hours or individual CE courses.

Separate continuing education training subjects can be taken for as low as $10 per subject.

Individuals looking to become Certified Financial Planners or a CFP must complete several requirments. These requirements to be a CFP include:

  • Work History - Candidates must have at least 2 years of Financial or Investment planning experience.
  • CFP Exam - Comprehensive exam covering all facets of Financial and tax planning, management and ethics, and more.
  • Higher Education - Higher course education completion by a recognized school.

Designation

The Certified Financial Planning designation is accepted and recognized thoughout most of the world. Being a CFP means that you have completed the most complex financial planning designation, and your customers can put their assets, trust and confidence with you.

Financial professionals who wish to become a CFP will come from all sectors of the financial industry. These could include: Insurance Agents (brokers), Stockbrokers, Investment Advisors and Investment Banking, and other Financial individuals. Becoming a CFP will enhance their education, and almost certainly raises their income potential.

Course Books and resources.

cover CFP (Certified Financial Planning) Exam Fast Track - Study guide covers the essential information needed to pass the CFP Certification Exam. For use as a supplement to financial planning texts and other self-study materials, or a reference for financial services professionals. Includes references and index.

cover So You Want to Be a Financial Planner - A comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the rights clients. Learn how you can play an important role in ensuring the financial health of future generations.

  • Dalton Cfp Examination Review, Series A, Exam 1 : Mock Exam and Solutions
  • Dalton Cfp Examination Review, Series A, Exam 2 : Mock Exam & Solutions - This is good study material that tests your knowledge in financial, estate, and tax planning. The questions are released from the CFP board and the answers are thoughly covered.
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