Certified Financial Planner (CFP) Preparation Course

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.