Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

CFP® Certification Self-Study Online Courses

CERTIFIED-FINANCIAL-PLANNER-CFP-Self-Study

In order to sit for the CFP® exam, you need to complete a required education program of 7 courses (101–107). Kaplan’s Self-Study Online Program allows you the freedom to complete your program on your time and on your terms. It’s not for everybody, but it’s ideal for the independent learner because without a classroom, it requires self-discipline to stay on track with a well-paced study plan.

  • Purchase each CFP® certification course (101–106) for $549; 107 is offered only in an instructor-led virtual format for $749
  • Choose when you want to start each course, and take as little or as much time as you need (up to 3 months access per course)
  • Online testing: No need to go to an outside testing facility
  • Interactive CFP® certification self-study materials include:

For courses 101-106, you will receive an eBook that contains course material with supplemental readings. For courses 101 and 102, you will also receive the Personal Financial Planning Theory and Practice textbook. All materials for 107 are provided via your online classroom.

Online drill and practice question bank containing 1,200 questions enables you to:

  • Create customized exams based on difficulty, length, or exam subject
  • Build multiple exams and save them for future reference, allowing you to monitor your progress
  • Browse questions by exam topic and view the answers and explanations
  • Bookmark questions for future reference and print for practice on-the-go

Interactive online support tools keep you connected to our CFP® exam content experts.

  • Instructor Email Access: Connect with an expert instructor for personal assistance anytime
  • Instructor-Led Office Hours: Receive weekly instructor guidance through online question and answer sessions
  • Core Lecture Videos: Cover the core concepts of the CFP® exam with online streaming videos
  • Exam Tips Blog: Stay focused and motivated in your studies with content discussion and study strategies

Please select a CFP® certification course below for more information.

Course 101 - Fundamentals and Ethical Considerations

Course 101 is an introduction to the concepts and profession of personal financial planning. The student 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.

To order, call a Designation Specialist at 866.963.8329.

Course 102 - Insurance and Employee Benefits

Course 102 considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability. It also covers benefits made available to employees by employers–commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

To order, call a Designation Specialist at 866.963.8329.

Course 103 - Investment Planning

Course 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals. In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

To order, call a Designation Specialist at 866.963.8329.

Course 104 - Income Tax Planning

Course 104 reveals effective income tax planning strategies, whether personal or related to an individual's business interests. Topics covered include individual income tax calculations, deductions, the tax characteristics of various business entities, trust and estate taxation, basis of property and cost recovery, property dispositions, passive activity losses, at-risk rules, miscellaneous taxes, interest on deficiencies and refunds, penalties, accounting methods, accounting periods, and tax management techniques.

To order, call a Designation Specialist at 866.963.8329.

Course 105 - Retirement Planning

Course 105 deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

To order, call a Designation Specialist at 866.963.8329.

Course 106 - Estate Planning

Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Course 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

To order, call a Designation Specialist at 866.963.8329.

Course 107 - Financial Plan Development Course

In the final course of the program, students will receive instruction and review sample financial plans based on various case facts. The students will then be required to complete a written financial plan, which they will also present orally. The course will conclude with a review of the case study with the instructors and peers. This course is only offered as a virtual program and is offered 3 times per year.

To order, call a Designation Specialist at 866.963.8329.
 

Program Schedules:

► March 2013 Start for March 2014 Exam

► July 2013 Start for July 2014 Exam

November 2013 Start for November 2014 Exam 

March 2014 Start for March 2015 Exam