$99 $29967% Off TAKE THIS BUNDLE

CFP Certification Exam Prep

6 Online Courses

41+ Hours

Lifetime Access

 

 

  • CFP Fundamentals
    8h 28m
  • Investment Planning
    7h 26m
  • Risk Analysis & Insurance Planning
    7h 56m
  • Retirement Planning & Employee Benefits
    2h 27m
  • Taxation and Estate Planning
    10h 26m
  • CFP Case Studies
    4h 34m
Offer ends in:

$99
$29967% Off

TAKE THIS BUNDLE

Skills you will master

  • Investment Planning
  • Risk Analysis
  • Insurance Planning
  • Retirement Planning
  • Employee Benefits
  • Taxation
  • Estate Planning
  • Banking
  • Bank Accounts
  • Cheque
  • DD
  • ATM
  • Credit Card
  • Internet Banking
  • Financial Planning
  • Power of Compounding
  • Inflation
  • Time Value of Money
  • Cash Flow
  • Budgeting

Overview


Financial planning is a very important and crucial step that must be executed with precision in order to avoid complication in the near future as finance is the bloodline of a business. To do this job accurately an organization hires a financial planner who is aware of every aspect of this segment. The planner must have a Certified Financial Planner (CFP) certification to mark the prowess he or she has in this particular field.

 

About Certified Financial Planner certification

To receive this certification, a financial professional must go through an examination process in order to test his or her skills. There are 4 segments of criteria that an aspirant must meet in order to fulfil the credibility to appear for the exam. This exam is conferred by Certified Financial Planner Board of Standards (CFP Board, USA) and Financial Planning Standards Board (FPSB, outside USA). Once the criteria match and the candidate passes the exam, he or she receives the CFP certification and becomes recognized as a professional financial planner.

 

CFP certification criteria

The grounds that have to be covered to become a certified CFP professional are commonly known as 4 E criteria.

 

Education

An aspirant must become eligible by covering the academic curriculum by going through the 5 module of certification program via an authorized partner imparting education. After the education he or she must pass the hurdles of 4 exams. On the other hand the candidates who have vast experience and qualification in the respective field need not to go through the curriculum and can directly appear for the exams via Challenge Status Pathway. This criterion is very important as the service seeker will be assured that the planner has a good perspective in the field.

 

Examination

This part of the criteria is based on the Module VI of the curriculum that refers to the knowledge of Advanced Financial Planning. This is the phase which certifies a candidate that he or she can correlate the acquired knowledge with the real life situations and come up with the solutions. This stringent exam puts a label of capability and competency of practicing financial planning on an aspirant.

 

Experience

This part of the criteria determines the standard of experience a candidate has in this particular field of Personal Financial Planning. Those aspirants, who are going through the regular pathway, can reach the experience level before or after passing the exam. But in case of the challenge mode of curriculum, the aspirant must have to match the experience criteria before appearing the exam. This criterion is specifically cooked to assure the public that the financial planner has a good exposure to the counselling part of the financial planning.

 

Ethics

After matching the above 3 E criteria for the certification the candidate must abide to the code of conduct and ethics set by the regulatory and governing authorities. This code of ethics comprises of the following:

 

Professional code of conduct

Standards of practice

Disciplinary codes and standard procedures

The planner must follow the rules and adhere to it throughout the entire career in order to build trust and build long term relationships with the clients. This is the part where the aspirant is taught how to build relationship and gain confidence of the clients in this particular profession.

 

Continuous Education (CE)

The above 4 E criteria when matched and certification process is completed successfully, the financial planner must fulfil the last requirement of Complete Education (CE). Financial sector is a dynamic world where the rules and regulations are changed or upgraded every now and then. The planner needs to stay updated with the contemporary scenario of the finance strategies and plans as fixated by the regulatory bodies. These new trends and structures tend to affect the plans clients want to work out and the financial planner must guide them properly.

 

About the CFP Exam training

The complex curriculum and stringent exams make the accomplishment tough for the aspirants. That is why it is always a smart choice to go through a specific training program that will methodically guide him or her throughout the curriculum and impart specific knowledge required to fulfil the criteria.

 

The online training is the best module one can follow as it imparts flexibility and lifetime access to the training lectures and materials. The online training course is divided into specific sections for better understanding of the candidate. The sections are mentioned below:

 

Section 1

The first prime section deals with the basic concepts of money and finance. It is just an introductory segment that makes the student aware of the preliminary concept needed to enter the comprehensive curriculum.

 

Section 2

The second section deals with the basics of finance and banking terms. It imparts knowledge about the types of accounts, cheques and other basic concept of banking.

 

Section 3

The third section elaborately defines the terms related o cash flow, budgeting, insurance, debt and risk management. The student needs to know this concept accurately in order to prepare a proper base in the finance subject. This particular segment deals with the concept of assets and liabilities, their advantages and disadvantages extensively.

 

The candidate will come to know more about savings and expenditure, mutual funds and taxations, salary and retirement planning, which he or she can apply while figuring out the perfect plan as per the requirements of the client.

 

In order to evaluate the values and execute the proper financial plan, the student will learn about basic MS Excel functions. This basic knowledge about Excel will enable to explain the present and future values, amortization and annuities aptly to the client.

 

Section 4

The fourth segment deals with the security market and the products available. The learner will earn in-depth knowledge about mutual funds, short term debt funds and other products. This segment also deals with accounting, valuation, taxation and risk analysis associated with the financial products.

 

Section 5

After completing four sections, the fifth section will teach about the life insurance, medical insurance and pension schemes in details. Other than imparting theoretical knowledge the segment will also supply questions to execute and implement the concepts learned by the aspirant.

 

The questions are set as per the curriculum and genre followed by the regulatory authorities of CFP exams. It will impart&

Curriculum


Category Certificates Details
CFP:01 - The FundamentalsView All
CFP:02 - Investment PlanningView All
CFP:03 - Risk Analysis & Insurance PlanningView All
CFP:04 - Retirement Planning & Employee BenefitsView All
CFP:05 - Taxation and Estate PlanningView All
CFP:06 - Case StudiesView All

Sample Certificate


certificate

Reviews


Ashutosh Kumar
Testimonials

CFA USA LEVEL -1

This program is superb. It is totally in align with cfa usa curriculum. Going through the entire videos have really enhanced my skills in finance domain and great expertise to understand financial impact in the society and in country. The program is undoubtedly best for anyone to kick start financial career in any organisation to financial domain concerned .
Linked


Ahmed Soliman
Testimonials

Easy & comprehensive

Well presented, materials very easy to learn and understand, very helpful for the beginners and can be considered a quick review tool in short time as a preparation for the tests practice. Highly recommended!
Linked


Vidal E. Jow
Testimonials

Great

Great course and self-paced. I signed up for it but couldn't complete during that year due to personal reasons, Few months down the line I could still access and complete this course. Videos are detailed and easy to understand. The demonstration also plays a vital role in helping newbies like me. I will definitely recommend this course.
Linked


Jonas D'Hondt
Testimonials

Easy and Interesting

This course was very nicely brought with a broad spectrum of skills, I would've added more advanced python courses myself but anything was welcome. For the Kali Linux part I already had a basic skill set so that was a breeze for me. Never used Mint before but I liked it a lot! I will use it again in the future for sure!
Linked


DEBASHISH KUNDU
Testimonials

Brilliant Course

Very helpful. Very In depth knowledge given by the instructors. Advised to the candidates who want to purse or are pursuing field in management who will gain a complete understanding about the working of project management and the advantages of it. In short, a wonderful course and was great learning !!!
Linked


Han Tao
Testimonials

Recommendable

This is a wonderful course on financial statement analysis. The lecturer has provided a long list of various ratios along with examples and the purpose of each ratio. I find the entire course has provided excellent knowledge for those who want to learn about financial statement analysis. I definitely have learned quite a bit from this course. Highly recommended.
Linked


S.M.WALIUL HAQUE
Testimonials

ITIL® Intermediate SO

Very happy with the course. All the topics were explained in detail. Excellent course, the trainer, was incredibly knowledgeable and made the dry subject (ITIL) more enjoyable. Thank you very much for arranging the course. It was very interesting and informative.
Linked


Maura GonÇalves Couto
Testimonials

Great Job

The content of the course is very good but I think it should have some subtitles and images to support the audio as some parts were very difficult to understand. But I learned many new things that I didn't know earlier. A very enjoyable online learning experience overall.
Linked


Ada Pasmaciu
Testimonials

Easy but Impressive

This course on PMI-RMP has given me an opportunity to evolve beyond my immediate career terrain and will hopefully accelerate my career progression in due course. I intend to acquire more valuable learning experience by enrolling for more courses to attain my desired goals in life. Well, it was an amazing learning experience at educba.
Linked


Alicia Nikita Gittens
Testimonials

Reliable and Sophisticated

This course is very informative for someone who has a background in quality, it helped to give me some insight into all the parameters involved in successfully implementing and maintaining lean six sigma standards. I liked the structure of the course and enjoyed the fact that there were problems which were explained and worked through. However there were some areas which could be improved upon, such as, the statistical information and formulas. These were a little overwhelming to try to remember, a physical documented version which could be saved by the attendee would make it easier to understand/remember and follow along with the information in the videos.
Linked


Abhirami Chatakonda
Testimonials

Financial statement analysis

The course is just for 4 hours but it is explained in a very good way. It helped me during my college project. Each and every topic had examples and in detail explanation. This apt for a beginner and revising for a professional. I never knew that we had to take averages in the denominator for few ratios. Worth being part of.
Linked


José Ignacio Maestre Morales
Testimonials

Great Experience- Learnt A Lot!

Excellent course!!! Instructor has explained all the important concepts and features of Lean Six Sigma in a systematic way. This course is very informative on Lean Six Sigma Process, Tools and Techniques. The orientation of graphic diagrams and examples is key to understand it in a correct way. I recommend this course to others who want to take Lean Six Sigma Green Belt
Linked


Monica Singh
Testimonials

Amazing course

Excellent course, covered the whole syllabus and was organized in a very student friendly manner. I just took the CFA Level 1, December 2016 exam, and I feel good about it, all thanks to the CFA course by EduCBA. The material covered all testing topics extensively and the lectures are put together very well. They take up the concepts from the beginning, so they make studying for CFA easy for anybody, even someone who's not from a finance background.
Linked


Keith Roan
Testimonials

Interesting course

I found this course on ethical hacking to be useful, informative, and practical. The instructor by all intents and purposes provided a good amount of information to anyone who is truly interested in pursuing ethical hacking. I would recommend this course for anyone interested in moving forward in hacking/cyber security
Linked


Karel Goldmann
Testimonials

Nice Course

Nice introduction course to get whole picture of what hacking is about. It covers examples and will lead you through setting up environment for Certified Ethical Hacking job. Well, I did enjoy this course. I hope they will get more as such advanced course and cover more security issues of Web App, website hacking and spoofing, as well as mobile security as these are growing field of security.
Linked


Peter Griffin
Testimonials

Very Comprehensive Course

I found certified ethical hacking course very comprehensive; For the price I paid, it was definitely worth checking out. This course is very thorough & to the point; A bit basic, but definitely a good start for someone looking to pursue a course in Pen Testing and looking to obtain their CEH certification in the future.
Linked


AISHWARYA  SHARAD  KASARLE
Testimonials

Excellent Learning Process

Information provided about the topic was very useful and updated my knowledge about various ratios involved in the process of studying the financial statements. The video tutorials proved to update my skills and understanding about basic concepts in cost management accounting. Overall experience was good and enjoyed the online study tool very much.
Google


Rakibul Hossen
Testimonials

Quite good

This is a very informative course. It covers almost everything about budgeting from types to forecasting. Educator is knowledgeable about the topics and has delivered the lecture very smoothly. Only opposite side of the course is all the materials, I mean lectures are covered for novice like me, anyone looking something advanced will found less interest about the course.
Linked


Wee Yin Hao Freddie
Testimonials

Total Quality and Management

The course has opened up my eyes to the world of Quality Assessment and Management. I personally loved the Toyota Production Systems theories a lot and it helps to really understand that there is no compromise in quality. Benchmarking is also a very important tool which I've acquire through this course.
Linked


Kevin Rotzien
Testimonials

Overall Awesome

Overall I found this website courses to be very good informative to help me learn the proper methods. The course on certified ethical hacking helped me to take my place as a pen tester / CEH. I specifically liked all the talk about different distributions of the penetration testing OSs. The training is superbly created and executed I liked each & every bits of the training.
Linked


FAQ


  1. Can I access this course from anywhere?

Yes, you can definitely access this course from anywhere & everywhere. Once you are registered for this Online Training Bundle, you will get your own login credentials which you can use to access the video materials and other contents from anywhere.

  1. Is there a Classroom Training available for this Online Training?

All our courses are available online so as to enable any user, who may have limited time, to study his courses of choice online. The training materials are accessible 24*7 for the users.

  1. Who are the Instructors for this Online Training?

The instructors are Industry based professional who have had tons of experience in the field of Online Training. All the courses in this bundle are based on Industry based standards. Also the courses have been started from Scratch to get the participant well-acquainted with each and every Online Training concept.

  1. Are there any Certification Courses for Online Training available in this Online Training bundle?

Yes, there are certification courses available for the same in this Ultimate Online Training Bundle. To name a few- PMI-ACP Exam Prep – PMI Agile Certified Practitioner Training, PMP Exam Prep Training, NCFM based Modules, ITIL Modules, CFA Training etc.

  1. When will I receive my certificate for any course?

You will receive certificate for completing each course in the Online Training Bundle. Once you have seen more than 70% of the training material in any course, you can issue your certificate.

  1. Are there any Pre-requisites for enrolling to this Online Training Bundle?

No, there are no pre-requisites for this training. Anyone who is keen to learn about specific Industry based domains can enroll for this Ultimate bundle.

  1. Will I get any technical Support during my Training at eduCBA?

Yes, you will be getting technical Support from eduCBA. In case you have any technical issue, you can drop us a mail or call us to get your doubts cleared.

  1. What are the Payment Options?

There are both Online & Offline Payment options available. In online payment options you pay by Credit Card, Debit Card or Net Banking. In offline payment option you can deposit Cash, Cheque or Demand Draft.

  1. What if I have more Queries?

Just drop us a mail on info@educba.com

Back to top ▴