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CERTIFIED FINANCIAL PLANNER™ Certification Education Program

Start your path to CFP® certification with the only CFP Board Registered Program in the Puget Sound area.

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Why invest in CERTIFIED FINANCIAL PLANNER™ Certification Education Program

This program prepares students to take the CERTIFIED FINANCIAL PLANNER™ exam.  Whether you work for yourself or a part of a large firm, certification provides clients with an assurance that you are prepared to help them with their financial goals.

Duration

This program consists of a series of 7 courses.  Students will complete in time for the CERTIFIED FINANCIAL PLANNER™ exam scheduled for July of 2022.

Schedule

Evenings, Weekends, Variable

Cost

$6,225

Registration for first course

CERTIFIED FINANCIAL PLANNER™ Certification Education Program

Start your path to CFP® certification with the only CFP Board Registered Program in the Puget Sound area.

Building on your existing knowledge, our hands-on CFP® Certification Education Program begins with general principles, and guides you through everything you need to know about insurance, investments, individual tax, income tax, retirement and estate planning. Each course requires individual registration and payment. Courses must be taken in sequence shown below.

Each course consists of two weeks of Friday evening and Saturday sessions, followed by two additional Saturdays.  Exact schedules are available on individual course pages.

The course schedule for 2021-2022 is:

General Principles – Begins April 2021
Insurance Planning – Begins June 2021
Investment Planning – Begins July 2021
Income Tax Planning – Begins late August 2021
Retirement Planning – Begins mid October 2021
Estate Planning – Begins January 2022
CFP Capstone – Begins mid February 2022

To join the program, registration and payment for the first course below must be made by April 1, 2021.

Information sessions for this program are held periodically.  Please check the information session course page for scheduling information.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Current CERTIFIED FINANCIAL PLANNER™ Certification Education Program Classes

Certified Financial Planner - General Principles

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Study the basics of the financial planning process.

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Certified Financial Planner - Insurance

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Explore the principles of risk management and insurance including auto, home and fire.

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Certified Financial Planner - Investments

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Master investment vehicles for client portfolios.

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Certified Financial Planner - Income Tax

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Explore the fundamentals of individual income taxation, tax-advantaged investments and more.

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Certified Financial Planner - Retirement

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Examine retirement planning fundamentals, including savings need analysis, Social Security and more.

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Certified Financial Planner - Estate

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Study the planning and managing of federal estates, as well as gift tax planning and opportunities.

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Certified Financial Planner Program Capstone

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Study casework examples that closely reflect the types you’ll encounter as a financial planner.

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Who should consider this program

This program is designed for financial professionals such as bankers, investment managers, estate planners, lawyers, paralegals, CPAs and those working with insurance.

What previous students are saying about this program

Listen to certified financial pros by clicking here. Meet Brittney Castro, CFP®, Rianka Dorsainvil, CFP®, and Justin Sullivan, CFP®, and hear why they love their careers as CFP® professionals.

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