Online Learning

Whether you’re looking for professional development or personal enrichment, The Center for Professional Development also offers a variety of online courses. Topics range from accounting and finance to writing and publishing. Upon completing a course with a passing score, you’ll receive an award of completion.

Online Certificate in Financial Planning Program (CFP®)

Kaplan Financial Education’s CFP certification education and exam prep program is built and taught by working professionals for working professionals. From the time-tested accelerated education program to self-study online courses, Kaplan offers flexible and convenient learning options that allow mastery of the 8 major domains covered on the CFP exam. Kaplan also offers CFP exam prep review solutions to help students who have completed the required education stay focused, zero in on critical content for the exam, and learn valuable test-taking tips and strategies.

With the CFP Package you can:

  • Purchase one course at a time. Choose when to start studying.
  • Take up to 90 days to complete each course. Your Online Access begins as soon as you make your purchase.
  • Take advantage of online testing; no need to go to an outside testing facility.

No need to adhere to a live class schedule—with our OnDemand Class, you can start, stop, and rewind your class as often as you like. Get expert instruction…and still have the freedom to complete all 7 courses within your own time-frame.

Instruction:

  • OnDemand Class

Course Materials:

  • eBooks with course purchase (upgrade to Print or both for a $40 fee
  • Course 101-106: eBook with supplemental reading
  • Course 107: materials provided in online classroom ONLY

Course Descriptions:

  • General Financial Planning Principles, Professional Conduct, and Regulation: course will introduce students to the theory and practice of financial planning.
  • Risk Management, Insurance, and Employee Benefits Planningcourse considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.
  • Investment Planning: course provides information about sound investment principles as a primary means of wealth accumulation for financial planning clients.
  • Tax Planning: course reveals effective income tax planning strategies, whether personal or related to an individual’s business interests.
  • Retirement Savings and Income Planning: course deals with the single most important issue millions of people will be facing in the years to come: affording to retire.
  • Estate Planning: course addresses what occurs once the wealth accumulation process is complete; distributing excess wealth is a primary goal for many financial planning clients.
  • Financial Plan Development: course will be exposed to case analysis and integration of the six (6) major areas of personal financial planning (Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning).

Online Tools available:

  • Education QBank
  • Study Planner
  • Performance Tracker
  • Core Lecture Videos
  • Instructor Email Access
  • Course 107 students receive invitation to Now What? webinar

Upon completion of this course, the student will be able to:

  • Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.
  •  Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
  • Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
  • Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
  •  Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
  • Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
  • Apply the CFP® Board Financial Planning Practice Standards to the financial planning process.

BENEFITS FOR YOU

One of the major benefits of online training is it is accessible 24/7. This makes it possible for you to learn the subject at your own pace and in comfortable settings.