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Certified Financial Planner Certificate

Click Here to purchase the CFP® Certification Exam Virtual online review course.

Maximize your career potential by earning the Certificate of Completion in Financial Planning. Students in this program will learn required topics of financial planning by completing courses in: personal financial planning, insurance planning, investment planning, income tax planning, retirement planning, estate planning and the financial planning practicum. Upon completion of the program, students will be prepared to sit for the national CFP® Certification exam. Students who pass this certificate of completion program can also articulate these courses for college credit upon being accepted into a Bryant & Stratton College bachelor’s degree program*.

If you didn’t complete all of the CFP Board’s newly required Financial Planning courses or just want to take the Financial Planning Practicum course, contact Bryant & Stratton College at www.bryantstratton.edu or contact your Local Professional Skills Center at http://www.bryantstratton.edu/PSC/About/Locations.aspx to learn how you can enroll today.

Bryant and Stratton College has partnered with Keir to bring you a quality and effective online review program for the CFP® Certification Exam. Here you will be able to find additional information about the review materials including Keir’s virtual online review class and financial formulas class.

*Degree programs are available at selected campuses
BrochureDescription
CFP® - Certified Financial PlannerThis program prepares financial services professionals for success on the CFP ® Certification Exam. Areas of study include Fundamentals of Financial Planning and Insurance Planning, Investment Planning, Tax Planning, Retirement Planning and Employee Benefits, Estate Planning, and Financial Planning Capstone: Cases and Applications.
Financial Brochure - General CapabilitiesThis program offers insurance, securities and accounting firm employees the opportunity to satisfy licensing, professional designations and continuing education requirements. Programs include Insurance, Pre-Licensing, Insurance Continuing Education, Securities Pre-Licensing, and CFP ® Certification Education Program.
CFP® - Certified Financial Planner - FAQ'sFrequently Asked Questions about our Certification Education Program
CFP® - Certified Financial Planner - Program OutcomesA pamphlet listing Course Descriptions for our Certification Education Program