Certified Financial Planner Certificate Program
Become a Certified Financial Planner (CFP) with the only CFP board approved program in the Puget Sound area.
Certified Financial Planner Certificate Program
Become a Certified Financial Planner (CFP) with the only CFP board approved program in the Puget Sound area.
Building on your existing knowledge, our hands-on CFP certificate 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.
Current Certified Financial Planner Certificate Program Classes
Certified Financial Planner - General Principles
Study the basics of the financial planning process.
Certified Financial Planner - Insurance
Explore the principles of risk management and insurance including auto, home and fire.
Certified Financial Planner - Investments
Master investment vehicles for client portfolios.
Tax Certification Program - Individual Tax
This course offers a straightforward explanation of the fundamental tax concepts covering individual federal tax planning and compliance.
Certified Financial Planner - Income Tax
Explore the fundamentals of individual income taxation, tax-advantaged investments and more.
Certified Financial Planner - Retirement
Examine retirement planning fundamentals, including savings need analysis, Social Security and more.
Certified Financial Planner - Estate
Study the planning and managing of federal estates, as well as gift tax planning and opportunities.
Certified Financial Planner Program Capstone
Study casework examples that closely reflect the types you’ll encounter as a financial planner.
Who should consider this program
This course is designed for financial professionals such as bankers, investment managers, estate planners, lawyers, paralegals, CPAs and those working with insurance.
Interested in custom learning solutions for your team?
Tombolo Institute Corporate Solutions offers tailor-made professional development programs to meet your organization’s goals.
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