Certified Financial Planner (CFP)

Bank Training Center features CFPŽ training and CFPŽ Review Courses for those persons interested in pursuing the prestigious Certified Financial Planner designation.

The Certified Financial Planner (CFPŽ) 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 CFPŽ 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 CFPŽ designation, click here). Prior to sitting for this CFPŽ Certification Examination, most candidates enhance their CFPŽ preparation by completing a CFP Review Course.

Available Training Options

To prepare for the CFPŽ Certification examination, either 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.

Pre-Certification Courses

To become eligible to sit for the CFPŽ 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:

Accelerated Certificate in Financial Planning - Live Classroom or Virtual Online

Review Courses

Guarantee your CFPŽ Certification Examination success with a comprehensive CFPŽ Review Course! Specifically designed to help professionals prepare to pass the CFPŽ Certification Examination, we offer several options to meet the diverse needs of candidates:

CFP Review Courses - Live Classroom or Virtual Online

Complete Package

For candidates who wish to prepare online in a self-study format to become a CFPŽ Certificant, this Program represents one of the most cost effective solutions among all CFP Board-Registered Programs available. As well, candidates can complete the program in less than 12 months time!

Complete Online CFPŽ Certification Program

Supplemental Study Materials

Flashcards, CDs, Mock Exams, Study Guides, etc.! Enhance your preparation for the examination with these additional study materials - used either in conjunction with a Review Course or for supplemental, self-study practice.

For details, search under "Licensing/Designations" for "CFP - Certified Financial Planner" 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".

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Designations/Certifications
Accredited Investment Fiduciary (AIFŽ)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFPŽ Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training