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Earn Your Certified Financial Planner (CFP) Certification!

CFP 101 is an introduction to the concepts and profession of personal financial planning.

By taking this course, you will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.

This Course Includes:
  • Study materials (eBook)
  • Core lecture videos
  • Instructor eMail access
  • Education QBank containing sample exam questions
  • Performance Tracker
  • Study Planner
  • The ability to choose when and where to study*
  • Online testing; no need to go to an outside testing facility
About This Course

This course is part of our "CFP Essential Package", and can be taken individually or purchased as a bundle at a discounted price.

Each course in our "CFP Essential Package" is designed for candidates who prefer to prepare, study, and practice on their own. This self-study method gives you the freedom to complete all required education courses at your own pace from the comfort of your home or office, and without travel, to help you prepare for and pass the CFP exam.

* You are given 90 days to complete the course, with access beginning the day you make your purchase. All coursework must be completed, submitted, and graded by your instructor before the 90 days of access expires.
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CFP 101: General Financial Planning Principles, Professional Conduct, and Regulation Online course
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