Students may take online CFP (certified
financial planner) preparation courses that count towards a certificate
or an MBA. These courses are designed to prepare students to take the
CFP certification exam.
Overview of Online CFP Preparation Courses
Many online options are available to students who want to take
certified financial planner (CFP) courses to prepare for certification. Some schools offer online
financial planning
courses as part of an MBA program, while others offer certificate
programs specifically on CFP topics. Graduates of a CFP program, who
successfully complete their CFP certification exam, may work for large
financial firms or start their own businesses as financial planners.
Course Requirements
Students enrolled in an online CFP preparation program must have
access to a computer, the Internet and an e-mail account. Most programs
require students to have Microsoft Word or another, instructor-approved
word processing program. Some courses require students to purchase
textbooks to supplement the online CFP materials on each course's
website.
Online CFP Preparation Courses
Introductory Financial Planning Course
This course introduces students to financial planning as a career
field. Common topics include the planning process, ethics, budgeting,
regulation, licensing and the time value of money.
Introductory Insurance Planning Course
This course explores the idea of risk management and how to insure
against risk. Instructors may schedule online chats for students to
discuss the different types of risk involved with financial planning.
Students may attend online lectures that teach them about the different
types of insurance with which financial planners work, including
liability, casualty, property, life and health.
In this course, students learn how the income tax system works and
how it relates to the individual. Instructors often provide online
lectures that cover such topics as deductions, gross income,
calculations and refunds. Students may participate in online labs that
allow them to practice the individual income tax concepts they learn.
Estate Planning Course
Students will be introduced on the basic strategies of estate
planning in this course. Instructors may schedule online discussion
meetings for students to learn about trusts, marital deductions, valuing
assets, wills, power of attorney or gratuitous transfers. Some
instructors also include a section on the client interview process in
their curriculum for an estate planning course.
Financial Planning Review and Exam Preparation Course
Some schools offer a final review, or capstone, course at the end of a
CFP program to help students prepare for their CFP certification exam.
In a course like this, students will often take practice exams online
that are similar to the certification exam. Many instructors will
provide students with online case studies where they can review and
practice the concepts they learned in their previous CFP courses.
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