CFP® Exam Review Program
Course Format
Friday/Saturday 9 am - 5 pm Instructor-led
Our instructors are all working in their field, bringing their professional experience and connections to the classroom.
You Will Learn To
- Master the core information included in the CFP® certification exam
- Use different ways of approaching a test question
- Maximize your study time
- Become confident and prepared to take the CFP® exam
Who Should Enroll
Students studying for the national CFP® certification examination administered by the Certified Financial Planner Board of Standards.
Course Description
This intensive program provides a comprehensive overview of study concepts and cases corresponding to the 78 topics tested on the exam, focusing on six distinct areas of financial planning. Participants will work on application questions following the corresponding discussion topics.
Participants should read the following materials prior to class:
Keir Review Basic Package (Case Study Workbooks, Certification Examination Workbooks Volumes 1 and 2)
Time Value Handbook
Simulated Exam Book
Participants should also be familiar with the HP-12C or HP10bll financial calculator (HP-12C is most common) and are encouraged to previously study any published CFP® Exam Review Materials and Time Value Concepts.
Detailed Course Outline
· General Principles of Financial Planning
· Insurance and Investment Planning
· Income Tax Planning
· Estate Planning
· Retirement Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Created by: pcbt@pace.edu
Pace Center for Business and Technology
914-422-4054
212-346-1222
