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CFP Core Curriculum Education Program

The first step towards CFP Certification is to complete an FPSC-approved Core Curriculum requirement which consists of four courses. All courses are instructor-led course accompanied by a combination of hard-copy study materials, online resources and mandatory testing after each module, which has been designed to provide students with the required financial planning education needed to successfully complete the Financial Planning Standard Council’s (FPSC) examinations leading to CFP certification. In addition, students have access to a number of self-testing exercises, including case studies and review questions while completing.

Course 231: Financial Planning Fundamentals
This course introduces the fundamentals important to the discipline of financial planning. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The basic concepts of contracting and family law are covered followed by an analysis of government-sponsored benefit programs.

Course 232: Contemporary Practices in Financial Planning
This course introduces students to basic income tax laws and gradually progresses into a more advanced understanding of tax laws as it relates to areas of financial planning. The professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are reviewed. Different forms of business structures are explored in-depth, along with an understanding of trusts.

Course 233: Comprehensive Practices in Risk & Retirement Planning
This course provides students with a comprehensive understanding of the principles and applications related to concepts of managing risk and retirement planning. This course covers practices, issues and products of insurance and retirement planning. Also explored are risk management and retirement planning processes progressing from the wealth accumulation phase into the retirement phase.

Course 234: Wealth Management and Estate Planning
This course reviews the basics of economics and investing, and understanding of investment products. Investment planning and key areas of personal financial management are explored. The course concludes with estate planning fundamentals, concepts and applications.

As of July 1, 2014 the Financial Planning Examination Level 1 (FPE1) will be referred to as the FPSC Level 1 Examination in Financial Planning and the Financial Planning Examination Level 2 (FPE2) will be referred to as the CFP Examiniation.

In general, the steps to Obtain CFP certification are:

  1. Successfully complete and FPSC-approved Core Curriculum education program.
  2. Pass the FPSC Level 1 Examination in Financial Planning TM.
  3. Submit an application to receive FPSC Level 1 Certification in Finanical Planning to FPSC.
  4. Successfully complete an FPSC-approved Capstone Course.
  5. Pass the CFP examination.
  6. Complete three years of qualifying financial planning work experience.
  7. Submit an application CFP certification to FPSC.

For further information about the Pathway to Certification please visit the Financial Planning Standards Council website.

Newnham Campus

Newnham Campus

Programs are at Newnham Campus.
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