Certified Financial Planner Certificate Program


According to the Bureau of Labor Statistics (BLS) the need for financial planners will be tremendous through 2029. The expected growth rate reflects between 11,000 and 12,000 more positions in the field by the end of the decade. The program is recognized and registered with the CFP Board of Standards Inc. Once you complete the certification program you will be eligible to sit for CFP certification examination.  

Who the certification will help

  • Accountants
  • Bankers
  • Financial planners
  • Registered Representatives
  • Brokers
  • Insurance Agents
  • Investment Advisors
  • Individuals seeking transition to a financial planning career
 

Content of Coursework

General Principle’s Course

Prepares the student with knowledge, skill and abilities to become a successful financial planner including an understanding of ethical standards and creating financial plans.

Insurance Planning Course

The students will understand and can demonstrate knowledge in the areas of many types of insurance (Life, auto, disability, homeowners and more). The goal of the course is to train prospective financial planners on how avoid or mitigate all types of risk.

Investment Planning Course

The course will educate prospective financial planners in the development of client portfolios, the valuation of securities such as stocks and bonds, analyzing opportunities, tax consequences, risk tolerance, minimizing risk and performance evaluation.

Income Tax Planning Course

The course will allow the students to demonstrate knowledge in tax hazards, tax planning, calculation of tax, tax returns, penalties, divorce implications, property sales, information gathering and more.

Retirement Planning Course

The prospective planner will demonstrate knowledge of tax deferred accounts, retirement planning, employee benefits and social security, pension distribution options, group insurance, 401ks and other company sponsored accounts. The student will understand how to gather all of the client’s retirement information and develop a comprehensive plan.

Estate Planning Course

The student will demonstrate an understanding of estate planning and the requirements to develop effective plans. The overall effect and considerations of heirs, estate, beneficiaries, and trusts will be covered. The valuation of property, estate fees, gift tax, costs and deductions will be discussed. The course will emphasize wills and assets transferred by the deceased. Trusts, powers of attorney, probate and life insurance as an estate planning tool will also be discussed during the course.

Capstone Course

Using a case study approach, students will demonstrate all of the knowledge and skills taught within the preceding six courses. The aim is put the student in the financial planning role and simulate real-life experiences. The course will also serve as preparatory venue for readying students for the CFP certification examination.

   

CFP Online Course Dates & Fees

Online Course

Dates

Fee

General Principles
9/10-11, 2021
9/17-18, 2021
9/25/2021
10/2, 2021
$799
Insurance Planning
10/22-23, 2021
10/29-30/2021
11/6/2021
11/13/2021
 
$799
Investment Planning
1/7-8, 2022
1/14-15, 2022
1/22/2022
1/29/2022
$799
Income Planning
2/18-19, 2022
2/25-26, 2022
3/4-5, 2022
3/11-12, 2022
$799
Retirement Planning
4/1-2, 2022
4/8-9, 2022
4/23, 2022
4/30, 2022
$799
Estate Planning
5/20-21, 2022
6/3-4, 2022
6/11, 2022
6/18, 2022
$799
Capstone
7/8-9, 2022
7/15-16, 2022
7/22-23, 2022
$899
   

Testing November 2022

Frequently Asked Questions

How much does it cost?

The fee per course $799 and all other text and materials are included. The Capstone course is $899.

Do you offer online courses?

Yes, we want to make it easy for you to attend.

What are the requirements to sit for the CFP Certification Exam?

You must complete all seven courses at Salem University in order to earn the certification and be able to sit for the CFP Certification Exam.

    CFP Board Website

Request Info

Use this form to request more information about registering for certification courses.
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