cfp capstone course

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.

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.