Certified Financial Planner® Certificate
Certification Education Program
About the Certificate Program
NC State University’s Certified Financial Planner ® Certification Education Program is a series of classes required to sit for the CFP® Certification Examination. North Carolina State University has established this non-credit certificate program to give you, the financial services professional, the knowledge you need to bring your skills to the next level and grow your business. Learn practical approaches with historical background and principles associated with practicing as a CERTIFIED FINANCIAL PLANNER® professional.
Attend and You’ll Receive
- 4.5 contact hours per classroom session
- Instruction by a CFP® professional
- Materials that will help you pass the national exam
- A Certificate of Attendance for each course
- A Certificate of Completion at the conclusion of the five courses
You’ll receive a Certificate of Completion upon successful testing of all five of the following 8-week courses.
- Financial Planning Process and Insurance
- Investment Planning
- Income Tax Planning
- Retirement Planning and Employee Benefit Planning
- Estate Planning
Click Here to view pdf brochure of individual course outlines.
Prepare for the March 2009 CFP® Certification Examination!
Take your first step towards earning CFP® certification by completing 5 classes. These classes qualify you to sit for the CFP® Certification Examination!
How Do I Become a CFP® Certificant?
- Complete a bachelor’s degree, in any field
- Complete a CFP Board - Registered Program or
- Qualify for Challenge status, which requires a CPA, Attorney license or Ph.D.
- Take and pass the national CFP® Certification Examination
- Complete the required work experience
- Be approved by the CFP Board of Standards
- Meet the continuing education requirements
- Abide by the CFP Board's Code of Ethics & Professional Responsibilities
Who Should Attend
If you help clients achieve their financial goals you should take these classes!
- Financial Planners
- Stockbrokers
- CPAs
- Attorneys
- NASD Licensees
- Registered Representatives
- Enrolled Agents
- ParaPlanners
- Chartered Financial Consultants
- Insurance Agents
- Chartered Life Underwriters
- Accounting and Finance Undergraduates
- Trust Management Graduates
Here’s What You Will Learn in the NC State University CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Financial Planning Process and Insurance Course Agenda:
January 8 - February 26, 2008
- Financial planning process
- CFP Board’s Code of Ethics
- CFP Board’s Practice Standards
- Financial statements
- Cash flow management
- Financing strategies
- Function, purpose, and regulation of financial institutions
- Education planning
- Financial planning for special circumstances
- Economic concepts
- Time value of money concepts and calculations
- Financial services regulations and requirements
- Business law
- Consumer protection laws
- Principles of risk and insurance
- Analysis and evaluation of risk exposures
- Property, casualty and liability insurance
- Health insurance and health care cost management
- Disability income insurance
- Long-term care insurance
- Life insurance
- Income taxation of life insurance
- Business uses of insurance
- Insurance needs analysis
- Insurance policy and company selection
- Annuities
Employee Benefits (included in Retirement Planning Agenda):
- Group life insurance
- Group disability insurance
- Group medical insurance
- Other employee benefits
- Employee stock options
- Stock plans
- Non-qualified deferred compensation
Investment Planning Course Agenda:
March 18 - May 6, 2008
- Characteristics, uses and taxation of investment vehicles
- Types of investment risk
- Quantitative investment concepts
- Measures of investment returns
- Bond and stock valuation concepts
- Investment theory
- Portfolio development and analysis
- Investment strategies
- Asset allocation and portfolio diversification
- Asset pricing models
Income Tax Planning Course Agenda:
May 27 - July 15, 2008
- Income tax law fundamentals
- Tax compliance
- Income tax fundamentals and calculations
- Tax accounting
- Characteristics and income taxation of business entities
- Income taxation of trusts and estates
- Basis
- Depreciation/cost-recovery concepts
- Tax consequences of like-kind exchanges
- Tax consequences of the disposition of property
- Alternative minimum tax (AMT)
- Tax reduction/management techniques
- Passive activity and at-risk rules
- Tax implications of special circumstances
- Charitable contributions and deductions
Retirement Planning Course Agenda:
August 5 - September 23, 2008
- Retirement needs analysis
- Social Security (Old Age, Survivor, and Disability Insurance, OASDI)
- Types of retirement plans
- Qualified plan rules and options
- Other tax-advantaged retirement plans
- Regulatory considerations
- Key factors affecting plan selection for businesses
- Investment considerations for retirement plans
- Distribution rules, alternatives, and taxation
Estate Planning Course Agenda:
October 14 - December 2, 2008
- Characteristics and consequences of property titling
- Methods of property transfer at death
- Estate planning documents
- Gifting strategies
- Gift tax compliance and tax calculation
- Incapacity planning
- Estate tax compliance and tax calculation
- Sources for estate liquidity
- Powers of appointment
- Types, features, and taxation of trusts
- Qualified interest trusts
- Charitable transfers
- Use of life insurance in estate planning
- Valuation issues
- Marital deduction
- Deferral and minimization of estate taxes
- Intra-family and other business transfer techniques
- Generation-skipping transfer tax (GSTT)
- Fiduciaries
- Income in respect of a decedent (IRD)
- Postmortem estate planning techniques
- Estate planning for non-traditional relationships
Location
All classes will be held in the McKimmon Conference and Training Center located on NC State University in Raleigh, North Carolina. Click Here for directions.
Register Today!
This on-line registration process is for credit card registrations only.
If you wish to be invoiced and pay with a Purchase Order (PO), please fax your registration form and the purchase order to 919.515.7614. If you do not have a registration form, call 919.515.2261 and request a form; however, NCSU employees may use this on-line registration to pay via IDT.
Attendance is limited to 35 per class.
* Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, Certified Financial Planner© and certification marks in the U.S., which it awards to individual who successfully complete CFP Board™s initial and ongoing certification requirements.
*McKimmon Conference and Training Center does not certify individuals to use the CFP®, Certified Financial Planner© and certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board - Registered Program, have met ethics, experience and examination requirements .
