certificate

Personal Financial Planning: Accelerated Online

This accelerated online program is designed for experienced financial professionals who are preparing for CFP® certification.

$
200.00
6

This program is perfect for...

  • Financial professionals with relevant work experience in investments, banking, insurance, or financial planning
  • Financial services firms who have a need to prepare cohorts of advisors for CFP® certification
  • Those wishing to prepare for the CFP® Examination at an accelerated pace
  • CPA professionals or attorneys at law

What you can learn.

  • Financial plan development and presentation
  • Financial planning process and insurance
  • Investment and retirement planning
  • Income tax and estate planning

Courses

Required
Courses should be taken in numerical order by course number. 

Estimated Cost Breakdown

Application & Candidacy Fee

200.00

Estimated Program Tuition

4500.00

Estimated program textbook/materials

510.00

Estimated Total Cost

$5210

*The Application & Candidacy fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits. See our website or speak to a program representative for more information about candidacy and program benefits.

Internships Available
Yes
Visa Requirement Applicable
No
VA Benefit Eligible
Yes
Financial Aid
No
Learn More
**Federal Financial Aid Gainful Employment Disclosures

The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.

Contact Us

Our team members are here to help. Hours: Mon-Fri, 8am-5pm.

FPALA & CalCPA Members Save 15%!

FPALA members receive a special 15% discount on our courses. Contact us for more details at (310) 206-1689.

 

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