1 Practical Application
There should be two reasons you are going down the path to CFP® Certification. The first reason would be to attain the certification because it's the most respected certification available in the field. The second reason is hopefully that you want to become a better financial planner or advisor, or if you are entering the field, to hit the ground running as an exceptional financial planner. To that end, we offer what no other program can - our Knowledge for the Real World lessons. These lessons are developed by our program partner, Greene Consulting, and reflect over 30 years in providing consulting and training services to some of the leading financial services companies in the world. They provide the Practical Application you need to be able to apply what you've learned in the 7 courses of the program to real world interactions with clients. In addition, they are preapproved by the CFP Board for 24 hours of continuing education (CE) credit, which is enough to meet most of your initial CE requirements after you earn your CFP.
2 Personal Advisor
With any program, a chief concern is going to be the thought of being on your own. That could not be further from the truth with this program. Each and every student in this program is assigned a personal advisor, at no added cost, with whom you will have access to throughout the length of your coursework.
3 21 months of access
Most of our students will complete the program in 10-12 months, but sometimes life intervenes and throws our plans off track. For that purpose, students are given 21 months of access to this program. That's twice the access period of some of our competitors, eliminating the need to contact us for an extension before your 9-month deadline is up.
4 CFP Board Released Test Questions
We have placed CFP Board released test questions throughout the coursework to provide context to what you are learning and also to help guide you to what you can expect when you take the Board exam.
5 Customer Service
Our students are not simply just a name or number. We will never take your participation in our program for granted and will do anything we can to make your experience in this program the best it can possibly be.
6 Engaging Content
With an endeavor this size, it's vital the content is engaging. If it's not, it becomes very easy to lose interest and get off track. Greene Consulting, our partner in the development and delivery of this program, has been doing online knowledge-based training in financial services since 1999, so you can be absolutely sure that they know how to make online learning engaging and effective. We will not tape a professor standing in front talking for three hours. Our program is a truly interactive online learning experience. To see our coursework, click HERE.
7 Printable Lessons
We understand that you can't or won't be tied to the computer, and it's not a true 24/7 accessible program if you require someone to be online to access the material. Each and every one of our lessons can be downloaded as a PDF and printed out. This allows you to print out lessons to go through when you're traveling, in the doctor's office waiting room, or just if you want to read through the lesson instead of going online. No other online program offers the same flexibility.
8 Completely Self-Paced, 24-hour access
Who has a structured life with defined blocks of free time anymore? This program is accessible at any time, day or night, 365 days per year, so that it always fits your schedule. That means you complete the program at times that work best for you, but also means you can spend the time you want on each and every page. You pace yourself through the program, slowing down to spend time on topics you need more work on, and speeding up in other areas where you don't need as much work.
9 Focused Learning
The CFP Board lists 89 topics that must be covered in an educational program. But those 89 topics are higher level topics, which means there could be hundreds of subsets to those. This makes it very easy for any program to lose focus and cover needless bits of information. That doesn't happen in this program. We focus the learning to ensure you aren't spending time on anything other than what you need to know.
10 Study Guides
In addition to every lesson available as a PDF, we have created study guides for every single lesson as well. These printable study guides are tailored to the lesson, providing you a place to take and organize your notes, and to use as you study for both our exams and the CFP Board exam.