The Self-Paced Online Program package solution gives you 21-month access to the full 7-course online program (capstone course included) and includes all textbooks.
The Instructor-Led Online Program gives you 21-month access to the full 7-course online program (capstone course included), includes all textbooks, combined with bi-weekly online live instructor-led sessions over a 12-month period. Our faculty will lead you through all the complex topics you've been studying and offer you the opportunity for immediate interaction, reinforcing what you've learned, clarifying and enhancing your understanding and focusing your attention on the key concepts and facts you need to master. The faculty will also discuss how the topics will be applied on the CFP® Certification Examination.
Access to the ebooks will be sent electronically to the email address you use during enrollment.
Hardcopy textbooks are traditional textbooks that will be shipped to you using the shipping address you enter during enrollment.
This option gives you the best of both worlds. You will have access to both hardcopy (traditional textbooks) and ebooks (digital download).
Fundamentals of Financial Planning is the first course in the Online Certified Financial Planner Program. This course provides an overview of the basics of financial planning and the functions of the financial planner. As a prerequisite for other courses in the program, it covers financial planning tools and techniques, including the use of a financial calculator, financial statement analysis, basic economics, funding for education needs, and dealing with clients.
Insurance Planning is the second course in the Online Certified Financial Planner Program. This course demonstrates how insurance planning is a vital and integral part of the comprehensive financial plan. It identifies risks that can be insured by the client, surveys various insurance solutions, explains the tax treatment of those solutions, and addresses how the industry is regulated.
Investment Planning is the third course in the Online Certified Financial Planner Program. This course provides participants with the requisite skills to understand various types of investments, make appropriate recommendations to help clients achieve their financial objectives, and measure portfolio performance in achieving those objectives.
Income Tax Planning is the fourth course in the Online Certified Financial Planner Program. This course is a comprehensive survey of personal and business income taxation. It provides an in-depth understanding of current tax law and an examination of techniques that are utilized in effective tax planning.
Estate Planning is the sixth course in the Online Certified Financial Planner Program. This course focuses on tools and techniques to accumulate, conserve, and distribute an estate in accordance with the client's objectives. This includes methods of reducing or eliminating Federal Gift and Estate Taxation. It includes the capstone case study, which utilizes knowledge learned in all six courses.
Developing the Financial Plan is the capstone course in the Online Certified Financial Planner Program. This course will teach students the steps in developing a financial plan, the elements necessary for ensuring the plan meets the needs and goals of the client, and will require the student to prepare a written plan for grading based on a case study, and then orally present that plan to one of our instructors via video conference.
The Instructor-Led Online Certified Financial Planner Program will combine the best of both worlds. You will get our extensive CFP Board registered, self-paced online program, combined with a bi-weekly online session with a live instructor who will lead you through all the complex topics you’ve been studying. Your instructor will use widely-used web conferencing technology to lead you through assigned lessons from the Self-Paced online coursework.
Published by Keir, a leader in preparing individuals to successfully acquire professional certifications, this calculator book was created to strike a balance between the academic concepts of time value of money and the technical aspects of a calculator manual. The lessons are prepared to give students practical applications they will face on exams and in their professional lives. [Note – This book is included in both the Keir and Starks Review packages.]
Published by Keir, a leader in preparing people to successfully acquire professional certifications, there are over 100 flashcards per CFP®course. The cards include key terms with definitions and important concepts. [Note – This resource is also available as an elective option in the Starks Review package.]
Keir makes available multiple choice questions in an online learning environment. A benefit of the online program is the creation of random tests. Students may test themselves multiple times. Databank includes well over 1300 test questions. All questions include answers and full rationales to complete the learning experience. [Note – This resource is included in both the Keir and Starks Review packages.]
This book provides a short review of the topics identified by the CERTIFIED FINANCIAL PLANNER® Board of Standards as the basis for the certification examination. [Note – This resource is included in the Starks Review.]
The Keir Review package offered through the University of Georgia – Greene Consulting Online Financial Planner Program is the most comprehensive review available. Students receive essential review material focused on the key topics tested on the CFP® Certification Exam, PLUS their choice of either an online instructor-led or LIVE instructor-led review class. This package includes Keir Certification Basic Review Package ($450 value) and Choice of Review Class ($600 value).
The registration deposit is $250 and the total cost of the The Starks Bootcamp(SM) is $1,195. You will be invoiced for the balance separately after making your deposit.
The Starks Bootcamp(SM) has been the difference between passing and failing for our students since 2006. We recommend an intense 8 to 12 week regimen that culminates with a four-day instructor-led live review in Atlanta, Georgia. Class sizes are limited to foster 1:1 support. Many of our inclass students join us from the U.S. Southeast region due to the modest drive times to Atlanta. The Starks Bootcamp(SM) is Keir’s authorized Atlanta Affiliate review course and includes Starks Instructional Resources ($800 if purchased separately) and Keir Resources provided with the Starks Bootcamp(SM).