cfp capstone

this course is designed to enhance the knowledge, skills and abilities of individuals seeking to attain cfp® certification. the capstone course consists of both online, self-paced study, and live-online instruction and is presented in two phases. during phase i students are introduced to the financial planning process and taught how to gather and analyze client data, develop recommendations, and read and understand a complete financial plan presentation. students will use the same techniques to assemble and present their own financial plan.

please note: the deadline to complete this course is approximately one month prior to the cfp board’s education verification deadline for each exam. the cfp board’s deadlines can be found here: /become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online. users will have access to the financial statements website for one year from the date of registration. once one year has expired, each user account will be removed from the website. certified financial planner™ board of standards inc. owns the marks certified financial planner™, and cfp® in the u.s., which it awards to individuals who successfully complete initial and ongoing certification requirements.

if you hold a clu®, chfc®, cfa® designation, or are a licensed cpa, you are automatically eligible to apply to take the cfp® exam on the accelerated path (formerly challenge status), provided you complete the financial plan development course. we have the education and study materials you need to complete your preparation and sit for the exam. to order your materials, contact a designation specialist at 877.599.2669. previous education and licenses may fulfill cfp board education requirements and allow you to apply for the exam through the accelerated path. how is the alternative capstone program different from the standard financial plan development course?there are two main factors that distinguish these pathways from each other.

to refresh your knowledge of the other six education courses, you can take any or all of them on an audit basis for half price as an accelerated path candidate. let our expert instructors refresh your knowledge of key financial planning topics and prepare you for what to expect on the exam. premium review for accelerated path candidates is just $899! *to qualify for challenge candidate package pricing, students must call in and purchase both the financial plan development course & premium review at the same time.

the capstone course is a comprehensive financial plan development course created to enhance your knowledge, skills the capstone alternative course allows accelerated path candidates who have met the experience requirement an the alternative capstone pathway provides candidates who are eligible for ” accelerated path” and who also fully meet, cfp capstone course reddit, cfp capstone course reddit, cfp capstone example, cfp capstone alternative program, best cfp capstone course.

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