Certified Financial Planner Certificate Program

Become a Certified Financial Planner (CFP) with the only CFP board approved program in the Puget Sound area.

program image

Duration

8 courses

Schedule

Evenings, Weekends, Variable

Registration for first course

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

expand collaspe

Study the basics of the financial planning process.

Learn more

Certified Financial Planner - Insurance

expand collaspe

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

Learn more

Certified Financial Planner - Investments

expand collaspe

Master investment vehicles for client portfolios.

Learn more

Tax Certification Program - Individual Tax

expand collaspe

This course offers a straightforward explanation of the fundamental tax concepts covering individual federal tax planning and compliance.

Learn more

Certified Financial Planner - Income Tax

expand collaspe

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

Learn more

Certified Financial Planner - Retirement

expand collaspe

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

Learn more

Certified Financial Planner - Estate

expand collaspe

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

Learn more

Certified Financial Planner Program Capstone

expand collaspe

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

Learn more

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.

Want more information about Business programs at Tombolo?

Interested in custom learning solutions for your team?

Tombolo Institute Corporate Solutions offers tailor-made professional development programs to meet your organization’s goals.

Get started