Test Prep Offerings

There is no replacement for being prepared to do your very best on test day than test prep courses.   You get content, practice and that necessary feeling of confidence to pass and get your certification.   The CPD offers a number of test preps but if what you need isn’t here, please contact the CPD (716) 888-8490 .  We are always exploring new opportunities to help professionals excel.

Certified Financial Planner

With the EssentialPlus 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.


  • 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

Online Tools available:

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

Course Descriptions & Details for the Online EssentialPlus Packages

There are 7 courses within the program.  You are responsible for contacting your program administer prior to each course.  Online assets will be assigned upon enrollment of each course.

The General Financial Planning Principles, Professional Conduct, and Regulation course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning including tax planning, investment planning, retirement savings and income planning, and estate planning. Behavioral finance, communication techniques, and counseling principles are also presented. In addition, this course will present topics on the concepts of time value of money, education and retirement funding, risk management, insurance and employee benefits planning.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • General Financial Planning Principles, Professional Conduct, and Regulation E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The Risk Management, Insurance, and Employee Benefits Planning course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.  Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability.  It also covers benefits made available to employees by employers – commonly referred to as employee or fringe benefits.  Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • Risk Management, Insurance, and Employee Benefits Planning E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The Investment Planning course provides information about sound investment principles as a primary means of wealth accumulation for financial planning clients.  In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals.  In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth.  Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • Investment Planning E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The Tax Planning course reveals effective income tax planning strategies, whether personal or related to an individual’s business interests.  Topics covered include individual income tax calculations, deductions, the tax characteristics of various business entities, trust and estate taxation, basis of property and cost recovery, property dispositions, passive activity losses, at-risk rules, miscellaneous taxes, interest on deficiencies and refunds, penalties, accounting methods, accounting periods, and tax management techniques.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • Tax Planning E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The 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.  Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning.  It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one’s retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • Retirement Savings and Income Planning E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The 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.  The Estate course presents the challenges of effective estate planning raised by tax code changes.  It begins with a consideration of the estate planning process and the documents of transfer.  The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability.  Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed.  The course ends with a consideration of postmortem tax planning.

  • Online Course and Practice Activities
  • OnDemand Class & Instructor Email Access
  • Qbank and Core Lecture Video Access
  • Estate Planning E-book
  • Price: $749 with optional textbook add-on: $40 (plus shipping)

The student taking the 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 Course
  • OnDemand Class & Instructor Email Access
  • Core Lecture Video Access
  • Price: $749

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

  1. 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.
  2.  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.
  3. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
  4. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
  5.  Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
  6. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
  7. Apply the CFP® Board Financial Planning Practice Standards to the financial planning process.

Society of Human Resource Management (SHRM)

Costs of registering for the test are not included in the fee listed above.  For more information on SHRM’s test and registration process, click here.

Earn the New Standard in HR Certification.

This is an exciting and pivotal time in the HR profession. Now, more than ever, HR teams are required to assume a greater leadership role, contributing to the strategic direction of their organization. The HR profession is no longer just about what you know–but how you do your job.
Establish yourself as a globally-recognized human resource expert by earning the new standard in HR certification: SHRM Certified Professional (SHRM-CPSM) and SHRM Senior Certified Professional (SHRM-SCPSM). These professional certifications can open doors for professional advancement, serve to harmonize standards with changing expectations and signal to employers advanced professional development. They reflect what HR practitioners need to know to be leaders in their organizations and in the profession.
Ensure you’re prepared with Canisius Center for Professional Development‘s test prep program, designed for SHRM credential candidates. Expand and test your knowledge and practical, real-life competencies in areas critical for HR career success. This intensive 12-week program combines expert instruction with the SHRM Learning System® for SHRM-CP/SHRM-SCP, so you will learn faster, retain more knowledge and stay on track for success on the exam.

Quick Facts for SHRM Certification Test Prep:

Why Enroll in Our Course?

Offered in partnership with the Society for Human Resource Management (SHRM), the curriculum is designed by global subject matter experts and covers the entire SHRM Body of Competency and Knowledge™ (SHRM BoCK™) which encourages HR professionals to acquire the Competencies and Knowledge they’ll need to effectively perform their jobs and achieve career success. Our course is designed to help you learn and retain the material effectively and efficiently by combining the best exam preparation system with expert instruction and peer discussion.

As part of your course, you will receive the NEW 2018 SHRM Learning System for SHRM-CP/SHRM-SCP. Comprised of comprehensive learning modules in print and e-reader formats, and advanced online resources, these study materials streamline study time, accelerate learning and build confidence for passing the SHRM-CP/SHRM-SCP exam.

You’ll benefit from:

  • An experienced, SHRM-certified instructor.
  • The SHRM Learning System, historically ranked the #1 HR certification prep tool.
  • Ability to acquire the knowledge and understand the behavioral competencies to help you prepare for the exam.
  • A structured learning experience that keeps you on track.
  • Opportunities to network and learn from your peers.
  • Tuition reimbursement and up to 36 professional development credits (PDCs).

Benefits to your employer

The benefits of certification extend beyond your HR staff to your entire organization:

  • It demonstrates that your HR professionals have mastered the application of HR technical and behavioral competencies.
  • Certification prepares your HR staff to assume greater leadership roles and contribute to the strategic direction of your organization.
  • Exam preparation helps HR professionals bring new ideas to your organization that will help drive success.
  • It helps create a common HR language that optimizes consistency and effectiveness.
  • Certification is relevant worldwide, as exams cover the new global SHRM BoCK™.

Who Should Enroll In This Course?

The SHRM certification preparation course is designed primarily for individuals seeking SHRM-CP or SHRM-SCP certification. Certification is a great choice for HR professionals who want to:

  • Increase their knowledge
  • Advance their skills
  • Earn recognition from the global community

Eligibility Requirements

  • Applicants must show that they have worked in an HR role for more than 1,000 hours within a calendar year, which equates to 1 year of experience.
  • HR experience may be in an HR exempt or nonexempt capacity.
  • Applicants with a graduate degree (or global equivalency) in HR must currently be employed in an HR role.
  • HR experience may be classified directly, as working in an HR role, or indirectly, by consulting, educating or researching HR practices linked specifically to human resource management.
  • SHRM membership is not required.

Advancing your career.

  • For those not seeking certification, the SHRM Learning System for SHRM-CP/SHRM-SCP course provides a comprehensive and accelerated option for professional development. Participants gain a generalist viewpoint, refresh key ideas and concepts, strengthen their understanding of core HR competencies and increase productivity.


Costs of registering for the test are not included in the fee.  For more information on HRCI’s test and registration process, click here.


If you’re an HR professional, then you likely know there are many advantages to earning your PHR® or SPHR® certification. According to statistics from a Payscale study:

  • HR professionals with an SPHR designation make 93% more overall than those without any certification (overall median annual pay without any certification is $45,600 versus $87,900 with SPHR).
  • Holding either a PHR or SPHR boosts salaries for HR professionals no matter what zip code they reside in.
  • Certified HR professionals tend to advance to senior roles more quickly: 63% of HR assistants with certification received a promotion within five years, compared to only 34% of those without certification.

There’s no limit to your career potential. But it’s up to you to go after the future you want by earning your PHR or SPHR certification!
To help you in that effort, this course covers the latest HR Certification Institute (HRCI) information and is designed by subject matter experts who know the tests inside and out. While there isn’t an endorsed/sponsored manual or course that will teach you how to pass HRCI’s exam, this course will help ensure you’re confident and well prepared going into it.
Nervous about passing? Don’t be! Canisius students statistically have a higher pass rate than the national average. However, if you don’t pass, we do allow all our participants to sit in the next session of this course within one year of your paid registration. You’ll be asked to bring your original course materials.


  • 10 weeks of instruction
  • Materials (HRCI suggested book and binder of PPT)
  • Study group coordination (either at the CPD or local designated location)
  • Online study forum


Earning your certification will help you to:

  • Gain a competitive edge in your field.
  • Inspire greater trust and demonstrate your commitment and competence to management, staff members, clients, and professional colleagues.
  • Increase the frequency and level of your promotion.
  • Enhance your job satisfaction and earning potential.


  • HR professionals seeking certification as a Professional in Human Resources (PHR®) or Senior Professional in Human Resources (SPHR®).


  • Strategic management, including the role of HR in organizations and HR strategy
  • Workforce planning and employment, including employee rights, recruitment, and staffing
  • Human resource development, such as talent and performance management
  • Total rewards, such as compensation structure and systems and related legislation
  • Employee and labor relations, including unfair labor practices and collective bargaining
  • Risk management, such as workplace health, safety and security

MS Office-Excel (Certiport)

Microsoft Office Excel Certification gives you the tools to achieve more.

Canisius CPD is an Authorized Certiport Center to bring you the latest in Microsoft Office Certification Programs. The Microsoft Office Specialist Certification in Excel will consist of training for three days followed by a half day of test preparation. At the end of the fourth day, each participant will take the MOS Excel 2016 Exam. Looking for an edge to set you apart? Earn certifications as a Microsoft Office Specialist in Excel now with CPD.

As a Microsoft Certified Professional, you’ll make immediate impact, helping you get noticed and move forward quickly in your career. Certiport makes Excel certification as easy as 1-2-3 with a unique, three step pathway:

  • Learn how to use Microsoft Excel from hands-on instruction and content-rich materials including online eCourseware and certified test preparation training textbooks.
  • Practice using interactive exam preparation tools and practice exams.
  • Certify and validate skills taking Certiport performance-based exams.


  • You will create and edit a workbook for a variety of purposes and situations. Examples include professional-looking budgets, team
    performance charts, sales invoices, and exercise logs


  • Get hands-on instruction and in-depth preparation for the Excel MOS Exam #77-727.


  • $1395 includes test prep, materials, and exam with retake.
  • Alumni receive a discount of 20% with CALUM1870.

Rosanne Steinmetz has over 25 years experience teaching computer classes.