This training consists of the six modules that will fulfill the education requirement of CFP Board and would allow participants to take the CFP® certification exam. The topics for the modules is as follows:
Module 1: Fundamentals of Financial Planning and Insurance Planning
Module 2: Investment Planning
Module 3: Income Tax Planning
Module 4: Retirement Planning and Employee Benefits
Module 5: Estate Planning
Module 6: Financial Plan Development
This training is similar to the courses offered to individual students, but provided in a group or onsite corporate format.