CFP®考试准备证书
Our online CFP® Exam test-prep course—done in partnership with Kaplan Financial—is designed for working professionals looking to advance in the industry, those seeking a career change to the financial, 银行, 会计, 保险领域, 以及那些准备参加CFP®考试的人.
证书以两种不同的形式提供, seven-course online packages—Essential and EssentialPlus—both offering over 22 hours of online instruction, preparing test takers with every possible CFP® Exam topic.
皇冠投注的专家支持工具包, which include the 教育QBank interactive exams and quizzes and 性能跟踪, allow you to put what you’re learning to practice and track your progress along the way.
See how you can conveniently pay for each course at a time. You can complete this program on your schedule with up to 90 days to complete each course.
| 教育计划 | EssentialPlus套餐*每门课程$799 | 基本套餐**每门课程$749 |
|---|---|---|
| 指令 | “点播”类 | |
| 教科书 | 电子书 | 电子书 |
| 研究计划 | 包括 | 包括 |
| 教育QBank | 包括 | 包括 |
| 性能跟踪 | 包括 | 包括 |
| 核心讲座视频 | 包括 | 包括 |
| 教师邮箱访问 | 包括 | 包括 |
| Premium Live Review | +$1,099 | +$1,099 |
*Course 107 contains unique materials via your online classroom, specifically designed to assist you in developing a financial plan.
**适用于101-106课程.
Your first course is an introduction to the concepts and profession of personal financial planning. 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, 证券监管及发牌, CFP董事会道德规范, 经济环境, 金钱的时间价值, and planning for special situations such as a college education, the formation and operation of a closely held business, 和残疾. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.
This course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.
保险项目包括人寿, 医疗费用, 财产/意外保险, 还有长期护理和残疾. It also covers benefits made available to employees by employers—commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, 递延补偿, 基于股权的薪酬, 以及人寿保险的商业应用.
The third course follows sound investment principles as a primary means of wealth accumulation for financial planning clients. 反过来, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals.
在本课程中, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. 回顾资产配置原则, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.
This course discusses effective income tax planning strategies, whether personal or related to clients’ business interests. This course reviews tax planning basics—individual income tax calculations, 扣除, 豁免, 和信贷.
Key topics include the disposition of property, 成本回收, 被动活动损失, 慈善捐款, 替代性最低税. Because planners often assist clients who own businesses, the tax characteristics of various business entities and tax planning for those businesses are also discussed in this course. Finally, trust and estate taxation techniques are presented.
Your fifth course deals with the single most important issue millions of people will be facing in the years to come: affording to retire. 正常情况下, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, 需要周密的计划.
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.
Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. This course 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. 遗产规划技术，如信托, 婚姻和慈善扣除车辆, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
在节目的最后阶段, you will receive instruction and review sample financial plans based on various case facts. You will then be required to complete a written financial plan, which you will also present orally.