The CERTIFIED FINANCIAL PLANNER ™ Certification Education Program is specifically designed for financial professionals and is structured to provide a comprehensive education in the practice of financial planning. The program is registered with the CFP Board of Standards and provides the educational requirements for examination for the CERTIFIED FINANCIAL PLANNER™ certification.
The program curriculum is instructed by practicing financial professionals with the CERTIFIED FINANCIAL PLANNER™ certification. The transfer of course credits from other registered programs are accepted.
The program curriculum consists of six courses. Courses start in January, April, July, and October. Each course meets for 10 weeks from 6:00 to 9:00 PM, one evening per week. The tuition for each course is $695 plus course text books.
Course Schedules:
Principles of Financial Planning
March 3, 17, 24, 31 April 7, 14, 21, 28, May 5, 12
Retirement Planning and Employee Benefits
June 2, 9, 16, 23, 30 July 14, 21, 28 August 4, 11
Income Tax Planning
September 1, 15, 22, 29 October 6, 13, 20, 27 November 3, 10
Registration:
Course Descriptions:
Principles of Financial Planning
This course is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.
Insurance Planning
This course is designed to provide students with an understanding of the concepts of identification of risk exposure, legal aspects of insurance, property and liability policy analysis, life insurance policy analysis, health insurance policy analysis, employee benefits, social insurance, insurance regulation, and principles of insurance taxation.
Investment Planning
This course is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration.
Income Tax Planning
This course is designed to provide students with an understanding of the concepts of the fundamentals of income taxation, tax computations and concepts, tax planning, and hazards and penalties.
Retirement Planning and Employee Benefits
This course is designed to provide students with an understanding of the concepts of the ethical considerations, social security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits, and analysis of retirement factors.
Estate Planning
This course is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations.
For Information and enrollment requirements please contact
Wendie Thompson at 239-489-9235 or email celee@edison.edu
CERTIFIED FINANCIAL PLANNER™ and CFP® are federally registered service marks of the Certified Financial Planner Board of Standards, Inc. (CFPBS). The Edison CERTIFIED FINANCIAL PLANNER™ Certification Education Program is a registered program with the CFP Board of Standards. Edison State College does not award the CFP and CERTIFIED FINANCIAL PLANNER™ designation. The right to use the marks CFP® and CERTIFIED FINANCIAL PLANNER™ is granted by the CFP Board to those persons who have met its rigorous educational standards, passes the CFP Board CFP Certification Examination, satisfied a work experience requirement, and agreed to abide by the CFP Board Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the CFP Certification Examination. CFP® certificates and licensees are issued only by the CFP Board.
