"I just wanted to say that both Jim and Kristi were excellent instructors and the classes and materials have been well worth the investment of time and money. thanks!"
- Terry Backmann
This course has been designed to enhance the knowledge, skills and abilities of individuals seeking to attain CFP® certification and implement an assessment of their ability to deliver professional and competent financial planning services to the public.” This course does fulfill the CFP Board's Capstone Course requirement.
The Plan Presentation course consists of both online, self-paced study combined with live online instruction: Phase I consists of online self-paced learning for lessons 1 – 3 and a midterm exam. During Phase I students are introduced to the financial planning process, are taught how to gather client data, analyze client data, develop recommendations and view a complete financial plan presentation. Phase II consists of live online lectures. Students may attend these lectures live or playback a recording of the lecture. During Phase II, students will watch the instructor develop and deliver a financial plan. Students will use the same techniques to develop and deliver their own financial plan.
Textbook: Case Financial Planning, 1st Edition, Michael A. Dalton, James F. Dalton, Katheleen F. Oakley (ISBN: 978-1-936602-08-7) is included.
Users will have access to the Financial Statements website for 1 year from the date of registration. Once 1 year has expired, user accounts will be removed from the website. Users may print or export reports from their account, but may not transfer case information between accounts.