Conferred by the Certified Financial Planners Board (CFP Board) in the United States, the CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
WHAT IS CFP® CERTIFICATION?
BENEFIT FOR PRACTITIONERS
- Career Advancement and Satisfaction
- Income Growth
- Clients Retention
OUR SPECIALTIES
A FPAS Approved Training Organization (ATO), Finerty Academy’s Trainers have been lecturing CFP® Courses and practising in the industry for many years.
Their years of experience allows them to share their secret of how to simplify the complex Financial Planning architectures, into proven & tested concepts clients can understand & remember.
MODE OF STUDY
- 3-Day Online Lecture
WHO SHOULD BECOME CFP® CERTIFIED?
Professionals, Bankers, Advisers & Public Members that want to be excel in the following areas:
- Accounting
- Banking/Trust
- Estate Planning
- Financial Planning
- Insurance Planning
- Portfolio Management
- Retirement/Pension Planning
- Securities/Managed Funds
- Taxation
- Law
FUNDING AVAILABLE.
- IBF FTS FUNDING
- SKILLS FUTURE CREDIT
CFP® Modules (Intensive 3-Day) |
CFP® Title |
|---|---|
| Module 1 – Foundations in Financial Planning | AFPCM |
| Module 1 – Foundations in Financial Planning | AWPCM |
| Module 4 – Investment Planning | |
| Module 5 – Retirement Planning | |
| Module 1 – Foundations in Financial Planning | CFP® |
| Module 2 – Risk Management and Insurance Planning | |
| Module 3 – Tax Planning & Estate Planning | |
| Module 4 – Investment Planning | |
| Module 5 – Retirement Planning | |
| Module 6 – Financial Plan Construction and Professional Responsibilities |
marks. CFP® certification is granted only by FPSB and FPAS to those persons who, in addition to completing an education requirement such as the program offered by this FPAS approved education provider, have met the ethics, experience and examination requirements.