Course and Textbook Information
These programs are designed to fulfill the education requirements to sit for the CFP® Certification Examination.
Fundamentals of Financial Planning and Insurance
This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability, and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.
Fundamentals of Financial Planning, 6th Edition, (Money Education) ISBN: 978-1-946711-64-9
Investment Analysis and Portfolio Management
This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.
Investment Planning: Concepts and Strategies, 2nd Edition. ISBN 978-1-946711-66-3
Taxation of Persons, Property, and Other Entities
This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships, and LLCs. In addition, participants will learn planning techniques for tax avoidance and minimization strategies.
Income Tax Planning, 12th Edition. ISBN 978-1-946711-58-8.
Retirement and Employee Benefits
This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans, and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.
Retirement Planning and Employee Benefits, 15th Edition,
Estate Tax Planning
This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with tax avoidance and minimization techniques useful in planning a client's estate.
Estate Planning, 11th Edition, ISBN: 978-1-946711-51-9
The Capstone course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identifying and planning for a client's goals and risks. This course does fulfill the CFP Board's Capstone Course requirement.
Cases in Financial Planning: Analysis and Presentation, 4th Edition, ISBN: 978-1-946711-68-7