CFP® Certification Education Program

 

cfp

Guilford College's CFP® Certification Education Program is registered with Certified Financial Planner Board of Standards Inc.

Successful completion of Guilford College's program fulfills the education requirement for the CERTIFIED FINANCIAL PLANNERTM certification.

Certification Requirements

The Four "E's" :

  • Education
  • Examination
  • Experience
  • Ethics

CFP® Certification Education Curriculum

  • FP 1101 - Financial Planning Process and Insurance
  • FP 1102 - Investment Planning
  • FP 1103 - Income Tax Planning
  • FP 1104 - Retirement Planning and Employee Benefits
  • FP 1105 - Estate Planning

Course Instruction, Test Preparation

  • The complete five-module curriculum is offered in a 12-14 month program. Course instruction helps individuals grasp the subject content, take practice tests, and practice calculations of financial products. Individuals must pass the module test before progressing to the next module.
  • Course Format:
    Each course is delivered over a six to nine-week period. Classes meet four to six hours per week for a total of 36 instructional hours. The last six hours serve as a review of the module. Courses are taken in sequence. There is a four to six week break between modules. This allows individuals time to take the module exam, enjoy a break, and begin preparing for the next module.
  • Corporate Classes:
    Guilford College works with companies and organizations to deliver classroom instruction to their employees. Many financial planning firms require CFP certification after a number of years with the firm, and the investing public is beginning to ask financial planners if they have the CFP certification. Because of this increased demand for the certification, companies are taking an active role in helping their finance professionals earn the CFP certification.
  • Designed to accommodate your company's normal schedule
  • Classes proceed at company's desired pace
  • Private classes for your employees
  • On-site classroom instruction
  • Investment in your employees and the CFP certification
  • Competitive Advantage
  • Continuing Education:
    Programs of the College for Financial Planning satisfy continuing education requirements of Certified Financial Planner Board of Standards Inc., ACAT, NASBA, and the IRS. Individuals should contact their particular organization for specific CE requirements.
  • The College for Financial Planning is registered with the National Association of State Boards of Accountancy as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE sponsors. State boards have final authority on courses.
  • Certificate of Completion:
    Guilford College issues an instructor signed Certificate of Completion verifying completion of module or review instructional hours. The College for Financial Planning verifies course completion and exam success.

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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Guilford College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® 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 it's ethics, experience, and examination requirements.