Certified Financial Planner® (CFP)
Are you ready to take your career to the next level?
The education you need to gain your Certified Financial Planner® (CFP®) designation or Qualified Associate Financial Planner™ (QAFP™) certification is available for you in just a few clicks.
Picture yourself as a CFP® professional with the tools you need to examine your client’s finances as a whole at the highest level of complexity. Or, imagine being a QAFP™professional, where you provide comprehensive financial planning strategies for clients who have less complex financial needs than those who would seek advice from a CFP® professional. Each certification helps you meet your clients’ needs better than before, and increases their trust in you as a financial services professional.
If you want to book an appointment with us, please do so with Paige McKendry).
Self-Study
Get started on your certification on your schedule! Self-study is a valuable option for those who want to manage their own learning schedule.
Includes:
- Full access to the course materials, assignments, quizzes, and instructor support for Unit 1-7 for either the CFP or QAFP Certification Education Program.
- Electronic textbooks are supported by recorded instruction or optional live instruction.
- Access video playlists and forums with instructor participation.
- Receive feedback-based assignments and quizzes.
- Great for independent learners
Live Instruction
Join our regularly scheduled live webinar instruction to structure your studies! Instructor-led training is perfect if a set coursework schedule, helps you learn better and keeps you on track.
Includes:
- 22 Days of Live, Interactive Webinar Instruction for Core Curriculum (Unit 1-6).
- 6 Days of Live, Interactive Webinar Instruction for Advanced Curriculum (Unit 7).
- Course materials, assignments, and quizzes are included with this bundle.
- Great for students who appreciate extra accountability, dedicated study time or specific timelines.