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CFP Essential Package

Bundled Package: ID# 1003927
About This Course:
Earn Your Certified Financial Planner (CFP) Certification!

Earn your Certified Financial Planner (CFP) Certification with our "CFP Essential Package", which is designed for candidates who prefer to prepare, study, and practice on their own.

This self-study method gives you the freedom to complete all required education courses (see list below) at your own pace from the comfort of your home or office, and without travel, to help you prepare for and pass the CFP exam.

Benefits Of The CFP Essential Package:
  • The option to study when and where you want
  • Online testing, so no need to go to an outside testing facility
  • The ability to take only the courses you need and choose when to start studying*
Included Materials:

Your receive the following study materials with each class:
  • Study materials (eBook)
  • Education QBank containing sample exam questions
  • Performance Tracker
  • Study Planner
  • Instructor eMail access
  • Core lecture videos

COURSES

Course 101: General Financial Planning Principles, Professional Conduct, and Regulation

Course 101 is an introduction to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

Course 102: Risk Management, Insurance, and Employee Benefits

Course 102 considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability.

It also covers benefits made available to employees by employers—commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

Course 103: Investment Planning

Course 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals.

In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

Course 104: Tax Planning

Course 104 reveals effective income tax planning strategies, whether personal or related to an individual's business interests. Topics covered include:
  • Individual income tax calculations and deductions
  • Tax characteristics of various business entities
  • Trust and estate taxation
  • Basis of property and cost recovery
  • Property dispositions
  • Passive activity losses
  • At-risk rules
  • Miscellaneous taxes
  • Interest on deficiencies and refunds
  • Penalties
  • Accounting methods
  • Accounting periods
  • Tax management techniques
Course 105: Retirement Savings and Income Planning

Course 105 deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning.

Course 105 covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

Course 106: Estate Planning

Course 106 presents the challenges of effective estate planning raised by tax code changes. Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients.

Course 106 begins with a consideration of the estate planning process and the documents of transfer. It then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.Pricing:
  • $549 per course
  • $2,995 for all courses (a savings of over $300!)

* You are given 90 days to complete each course. Your access begins the day you make your purchase. All coursework must be completed, submitted, and graded by your instructor before the 90 days of access expires.

More Info: Certification Requirements | Why CFP Video
This Special Promotion Includes The Following Training
Included Online Training
Course Name
Provider
Date
Kaplan Schweser
N.A.
Kaplan Schweser
N.A.
Kaplan Schweser
N.A.
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