Bank Training Center features CFP® training and CFP® Review Courses for those persons interested in pursuing the prestigious Certified Financial Planner designation.
The Certified Financial Planner (CFP®) designation is the most highly regarded financial planning credential for professionals who assist their clients with personal financial planning, wealth management or estate planning needs.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
To become eligible for the designation, candidates must successfully complete a Board-approved certification educational curriculum and then pass a comprehensive exam that tests their mastery of nearly 100 integrated financial planning topics (for a thorough review of the steps to achieve the CFP® designation, click here). Prior to sitting for this CFP® Certification Examination, most candidates enhance their CFP® preparation by completing a CFP Review Course.
Available Training Options
Bank Training Center offers both the Board-approved pre-certification curriculum and CFP Review courses. To learn more about these CFP® courses, select from one of the featured programs below or search under "Licensing/Designations" for "CFP - Certified Financial Planner" in the search box at the bottom of this page.
Board-Approved Certification Program
To become eligible to sit for the CFP® Certification Examination, candidates must complete pre-certification coursework whose curriculum is registered with the CFP Board. The following courses are Board-certified and will satisfy this education requirement:
Increase your CFP® Certification Examination success with a comprehensive CFP® Review Course! Specifically designed to help professionals prepare to pass the CFP® Certification Examination, we offer several formats to meet the individual needs of candidates:
Study Guides, Audio CDs, CD-ROMs with Practice Questions, Flashcards, etc.! Get ready for the CFP® Certification Examination with our supplemental study materials! A few popular items include:
For more selections, select "CFP - Certified Financial Planner" under "Licensing/Designations" in the search box at the bottom of this page.
Continuing Education
Search under "Continuing Education" in the search box below for "CFP - Certified Financial Planner".
Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing/Designations Earn a License or Designation quickly and easily!
Select from in-person, online, or self-study options.
Continuing Education Find numerous CE courses to maintain your license or designation!
Professional Development Whether new to your field or a seasoned pro, find hundreds of courses to help your career grow...includes excellent courses for support and administrative personnel!
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