Certified Financial Planner (CFP) Preparation Course

Banking, Insurance and Financial Services October 25, 2025
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Introduction

This comprehensive preparation course is designed to help participants successfully complete the Certified Financial Planner certification requirements and develop the knowledge and skills needed for professional financial planning practice. The course covers all key domains of financial planning, including retirement planning, investment planning, tax planning, estate planning, insurance planning, and professional conduct. Participants will learn to apply the financial planning process to client situations and develop comprehensive financial plans that address client goals and objectives. Through exam-focused instruction and practical exercises, learners will be well-prepared to pass the CFP examination and advance their careers in financial planning.

Objectives

Upon completion of this course, participants will be able to:

  • Apply the financial planning process to client situations
  • Develop comprehensive financial plans
  • Pass the CFP certification examination
  • Navigate ethical requirements for financial planners
  • Integrate various financial planning domains
  • Analyze client financial situations
  • Make appropriate financial planning recommendations
  • Communicate effectively with clients
  • Maintain professional standards in practice

Target Audience

  • Aspiring CFP Professionals
  • Financial Advisors
  • Wealth Managers
  • Insurance Agents
  • Accounting Professionals
  • Banking Professionals
  • Career Changers

Methodology

  • Exam-focused instruction
  • Practice exam questions
  • Case study analysis
  • Financial plan development exercises
  • Ethical dilemma scenarios
  • Client meeting role-playing

Personal Impact

  • Enhanced financial planning knowledge
  • Improved exam preparation
  • Stronger client advisory skills
  • Better ethical decision-making
  • Enhanced career opportunities

Organizational Impact

  • Increased professional credentials
  • Enhanced service quality
  • Improved client outcomes
  • Reduced compliance risks
  • Increased business growth

Course Outline

Unit 1: Financial Planning Process

Professional Foundations
  • CFP certification requirements
  • Financial planning process steps
  • Client relationship dynamics
  • Communication techniques

Unit 2: Retirement Planning

Wealth Accumulation
  • Retirement needs analysis
  • Social security strategies
  • Retirement plan types and rules
  • Distribution planning strategies

Unit 3: Investment Planning

Portfolio Management
  • Investment theory and concepts
  • Asset allocation strategies
  • Investment product selection
  • Portfolio performance measurement

Unit 4: Tax Planning

Tax Efficiency
  • Income tax fundamentals
  • Tax-advantaged investments
  • Tax planning strategies
  • Tax implications of investments

Unit 5: Estate Planning

Wealth Transfer
  • Estate planning documents
  • Transfer tax calculations
  • Trust structures and uses
  • Charitable planning techniques

Unit 6: Insurance Planning

Risk Management
  • Risk assessment process
  • Life insurance needs analysis
  • Health insurance planning
  • Property and liability coverage

Unit 7: Professional Conduct

Ethical Standards
  • CFP Board standards of conduct
  • Fiduciary responsibilities
  • Disclosure requirements
  • Practice management considerations

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