Online Certified Financial Planner Training Description:
Certified financial planners use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals in accordance with their short-term and long-term goals. Some of the issues that planners address are retirement and estate planning, funding for college, and general investment options. While most planners offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management. Personal financial advisors may obtain the Certified Financial Planner credential, often referred to as CFP®, demonstrating to potential customers that a planner has extensive training and competency in the area of financial planning. The CFP® certification, issued by the Certified Financial Planner Board of Standards, Inc., requires relevant experience, the completion of education requirements, the passage of a comprehensive examination, adherence to an enforceable code of ethics and periodic re-certification through continuing education credit courses.
TrainUp.com offers hundreds of financial courses across the United States and Canada that qualify as CFP® continuing education (CE) credits including CFP Code of Ethics and Professional Responsibility, Annuities for CFPs, Estate Tax Planning for CFPs, Financial Planning Practice Standards and many, many more...
TrainUp.com offers a one-stop portal for financial and CFP® training courses in a variety of formats. Choose from online Certified Financial Planner training courses, instructor-led Certified Financial Planner training seminars , on-site training courses and webcast instructor-led training courses. Our online Certified Financial Planner training courses are self-paced, and can be taken at your computer, at your convenience. Our classroom Certified Financial Planner training classes are offered at multiple locations to allow flexibility and convenience. If you prefer an instructor-led Certified Financial Planner training course but cannot make it to a classroom location , live online Certified Financial Planner webcasts, or online Certified Financial Planner training are an option.
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