Skip to main content
Online Registration

CFP® Board-approved Examination Course

Becoming a Certified Financial Planner means taking your career to the next level by earning the standard of excellence certificate in financial planning. Purdue Online, in partnership with Dalton Education, is offering a program that fulfils the educational requirements to sit for the CFP® Certification Examination. The curriculum was developed by experts who have served on the CFP Board of Examiners.

Virtual Classroom

In this instructor-led program, you receive live online instruction from CFP practicing professionals and obtain specialized knowledge and skills in financial planning and management, while also having access to expert faculty. Don’t worry about missing a class because all live sessions are recorded and available for playback, downloadable and mobile-compatible.

Upon completion of this program, learners will have:

  • Satisfied the CFP® Certification Examination educational requirements
  • Gained knowledge of the CFP® Board of Standards mandated financial planning topics

Schedule:

  • Monday and Wednesday from 6 p.m. to 8 p.m. EST

OR

  • Tuesday and Thursday from 8 p.m. to 10 p.m. EST

Certified Financial Planner Informational Webinar

A webinar will be hosted on November 19 at 12:00 PM EST for candidates interested in learning more about the program and the benefits of becoming a Certified Financial Planner.

Register for the Webinar

Program Descriptions

The program’s first course begins with a presentation of the basics that will form the foundation of knowledge students need as working financial services professionals. The financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.

The investment course is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, along with equity and bond valuation and derivatives.

This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. In addition, the tax issues surrounding business entities, disposition of property and tax basis are discussed. Students are introduced to the alternative minimum tax (AMT), passive activity rules, charitable contributions and tax minimization strategies.

This course will provide students with a fundamental introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits. Specifically, the course will cover the public retirement plans including Social Security, Medicare and Medicaid as well as the private plans including both defined benefit and defined contribution plans. In addition, the course will provide students with an understanding of the regulatory provisions associated with the installation, administration and termination of retirement plans and with the specific characteristics of the various plans available including qualified, non-qualified and other tax advantaged plans. Finally, the course will detail employee group and fringe benefits and the taxation of these benefit plans, and also the issues that individuals face in retirement.

The estate planning course begins with the estate planning process and the basic documents needed for an estate plan such as a will, durable power of attorney for healthcare and an advanced medical directive. The course continues with a discussion regarding property ownership, assets that pass through and around the probate process, gift and estate taxes and planning techniques to reduce an individual’s tax liability.

This project-based course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process and to apply the CFP Board’s practice standards.

Register Now

About the CFP Board

The CFB Board sets and enforces the standard of excellence in financial planning through the Certified Financial Planner™ certification. Visit the CFP Board website for certificate requirements and exam dates.

Course At A Glance

Duration: 9 months
Modality: Online Instructor-led
Weekly Commitment: 8-12 hours
Tuition: $5,650
Start Date: January 18 or January 19, 2021
Who Should Enroll: This program is designed for any individual interested in taking the Certified Financial Planner™ Examination.
FAQ

Register Now

Request More Information

Purdue University, 610 Purdue Mall, West Lafayette, IN 47907, (765) 494-4600

© Purdue University | An equal access/equal opportunity university | Copyright Complaints | Maintained by ITaP

Trouble with this page? Disability-related accessibility issue? Please contact us at itap@purdue.edu.