CFP®– Exam Preparation Course

CFP® – Exam Preparation Course

CFP® – Exam Preparation Course

The CFP® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). As a CFP Board-Registered Program, successful completion of our curriculum satisfies the CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination. For more information regarding the Exam, please visit https://www.cfp.net/

 

Format:
Saturdays
On Campus
Or Live Virtual
Date/Hours:
Jan. 20 - Feb. 24, 2024
8:30am - 3:30pm
36 Hours - PDUs
3.6 CEUs
Sessions:
6
Price:
*$850 *FREE to those students who complete the CFP Board's required courses at FAU.

 

COURSE BENEFITS

  • One of the longest running, most successful CFP® Certification programs in South Florida
  • FAU is one of only 10 universities that directly provides a CFP® Exam review course
  • The instructor has taught the Review Course at FAU since 1995, also teaches the Review course for Kaplan/College for Financial Planning, and has taught the course at the University of Miami
  • FREE CFP Exam Review course for students who complete all 7 required courses in FAU’s CFP curriculum

 


CURRICULUM DESCRIPTION

This course combines lectures on the most commonly-tested items and most difficult to understand concepts on the CFP® Exam as well as online executive summaries of the important concepts to know with companion quizzes for each of the 70 CFP Board Topics.

More

IDEAL CANDIDATE

This course is specifically designed for those students who have completed, or are about to complete, their last CFP Board required course (usually the Financial Plan Development [Capstone] course) and will soon be taking the CFP® Exam.

More
BOOKS AND MATERIALS

To order the textbook, Book 7 Financial Planning Case Studies(Printed) and Online Mock Exam, please visit Kaplan Professional Student Portal

AFFILIATION

CFP Board

Florida Atlantic University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 


FACULTY

Eric Smith

ERIC SMITH
MA, CFP®, CLU®, CRPC®, ATP®

Eric Smith has taught CFP courses at FAU since 1995. He has also taught courses as an adjunct for the University of Miami and The College for Financial Planning.

More
Benjamin London

BENJAMIN LONDON
CFP®, ChFC®, CLU®, CEPA®, AEP®

Benjamin London currently is a Sales Vice for Capitas Financial, INC. in the South Florida market.

More
Ehab Abdalla

EHAB ABDALLA
CFP®

Ehab Abdalla has taught CFP courses as part of the PMD program at Merrill Lynch. He has also taught courses as an adjunct for Johnson & Wales University.

More
Carl Christie

CARL CHRISTIE
CFP®, CFS

Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001. Carl has also been the National Board Director of the Financial Planning Association (FPA) since January 2013.

More

REQUEST INFORMATION NOW

FAU Executive Education - CFP®– Exam Preparation Course

Florida Atlantic University College of Business Office of Exec Programs - Inquiry Form
Loading...

By providing your information, you consent to receive communications by phone and email including via automated technology from Florida Atlantic University.
You may also choose to opt into text messaging.

Google Privacy Policy and Terms of Service apply.


Robert Munoz

Program Coordinator

(561) 297-2571


Email

 

 

©