The College for Financial Planning specializes in advanced education for financial professionals, offering a range of programs designed to prepare students for certifications and careers in financial planning, retirement planning, and investment management. As an online institution, all courses are delivered virtually, allowing flexibility for working professionals.
- Certified Financial Planner (CFP®) Certification Program: This flagship program covers comprehensive financial planning topics, including investment planning, tax planning, retirement savings, estate planning, risk management, and insurance. Students learn to create holistic financial plans that address client needs across all life stages. The curriculum emphasizes ethical practices and regulatory compliance, preparing graduates to pass the CFP® exam and earn the prestigious designation.
- Chartered Retirement Planning Counselor (CRPC®) Designation: Focused on retirement planning, this course explores accumulation and distribution strategies, Social Security optimization, pension plans, and longevity risk. Participants study asset allocation for retirees, withdrawal strategies to minimize taxes, and healthcare cost projections, equipping them to advise clients on sustainable retirement income.
- Chartered Financial Consultant (ChFC®) Program: A deeper dive into individual and family financial planning, including life insurance, annuities, business insurance, and employee benefits. The program builds on foundational knowledge with advanced case studies and real-world applications.
- Financial Paraplanner Qualified Professional (FPQP®) Course: Ideal for support roles, this covers technical aspects of financial planning such as cash flow analysis, debt management, and basic investment principles, without requiring extensive client interaction experience.
- Master's Degree in Financial Planning: An advanced graduate program offering in-depth study in behavioral finance, advanced estate planning, and portfolio management. It includes capstone projects simulating real client scenarios and research in emerging financial trends like sustainable investing.
- Continuing Education and Specialized Workshops: Ongoing courses on topics like ESG investing, cryptocurrency in portfolios, divorce financial planning, and updates to tax laws. These short modules ensure professionals stay current with industry changes.
The programs integrate interactive online lectures, case studies, quizzes, and peer discussions to foster practical skills. Faculty are industry experts with CFP® and other credentials, providing mentorship. Graduates benefit from career services, including resume building and job placement assistance in the financial advisory sector. With a focus on ethical decision-making and client-centered advice, the College empowers students to excel in a dynamic field, serving diverse clients from young professionals to high-net-worth individuals. Enrollment is open year-round, with self-paced options available for select courses. This comprehensive curriculum, totaling over 300 instructional hours across programs, ensures thorough preparation for professional success.
