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Certified Financial Planner (CFP)


Certified Financial Planner (CFP)


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:
CFP® Review Courses

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:
Supplemental CFP® Study Materials

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".



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Licensing/Designations
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Continuing Education
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Feature Items
Event Calendar
FDIC Insurance: What Has Changed And What Is The Same - A Primer For Advisors
FDIC Insurance: What Has Changed And What Is The Same - A Primer For Advisors
Compliance Issues for Residential Lending, Including Coming Changes
Compliance Issues for Residential Lending, Including Coming Changes
Realizing The Opportunity - A One Day Workshop for Financial Advisors
Realizing The Opportunity - A One Day Workshop for Financial Advisors
Securities License
Insurance License
Audio Review for the CFP® - 6 CD Set
Audio Review for the CFP® - 6 CD Set
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Board Certified in Estate Planning (BCE)
Board Certified in Estate Planning (BCE)
Certified Annuity Specialist (CAS)
Certified Annuity Specialist (CAS)
HP 12C Financial Calculator Class
HP 12C Financial Calculator Class
CSA Certified Senior Advisor
Licensing/Designations
Insurance Licensing Series 51 Exam Prep Certified Funds Specialist (CFS)
Securities Licensing Series 53 Exam Prep Certified IRA Services Professional (CISP)
Series 3 Exam Prep Series 55 Exam Prep Certified Lender Business Banker (CLBB)
Series 4 Exam Prep Series 62 Exam Prep Certified Mortgage Professional (CMP)
Series 6 Exam Prep Series 63 Exam Prep Certified Personal Banker (CPB)
Series 7 Exam Prep Series 65 Exam Prep Certified Regulatory Compliance Manager (CRCM)
Series 9 Exam Prep Series 66 Exam Prep Certified Retirement Services Professional (CRSP)
Series 10 Exam Prep Series 87 Exam Prep Certified Securities Operations Professional (CSOP)
Series 11 Exam Prep Accredited Investment Fiduciary (AIF®) Certified Tax Specialist (CTS)
Series 14 Exam Prep AIB Bank Teller Certificate Certified Trust and Financial Advisor (CTFA)
Series 23 Exam Prep AIB Customer Service Representative Certificate CFP Courses for Certification
Series 24 Exam Prep AIB Personal Banking Diploma CFP Review Course
Series 26 Exam Prep Board Certified in Estate Planning (BCE) Chartered Financial Analyst (CFA)
Series 27 Exam Prep Certified Annuity Specialist (CAS) Chartered Financial Consultant (ChFC)
Series 28 Exam Prep Certified Bank Teller (CBT) Professional Plan Consultant (PPC)
Series 30 Exam Prep Certified Corporate Trust Specialist (CCTS) Qualified Financial Advisor (QFA)
Series 31 Exam Prep Certified Customer Service Representative (CCSR) Retirement Income Specialist (RIS)
Series 32 Exam Prep Certified Financial Marketing Professional (CFMP) Steps to Achieve CFP® Certification
Series 37 Exam Prep Certified Financial Planner (CFP)  
Series 38 Exam Prep Certified Financial Services Security Professional (CFSSP)  
Professional Development
Bank Compliance Training And Education Continuing Education Courses Loan Officer Training For VA Mortgages
Bank Fraud Prevention Estate Planning Mortgage Broker Training
Bank Management Loan Officer Training Mortgage Loan Processor Training
Bank Teller Training Loan Officer Training For Conventional Mortgages Trusts and Estates Training
Banking Certifications / Designations Loan Officer Training For FHA Mortgages