Financial Planning Education Center

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Insurance Planning 2010

IP Handouts

Chapters 1-6 Text

Slides for Ins. Planning

IP True False Quizzes

IP Multi Choice Quizzes

IP Case Study Exam

Ins. Pl. Answer Sheets

Financial Planning 2010

CPE Credits

Syllabus-Finl&InsPlanning

Chapters 1-8 Text

Slides for Finl Planning

Handouts - Finl Planning

FP True False Quizzes

FP Multi Choice Quizzes

FP Case Stdy Exam2/2/2010

Answer Sheets

2010 Live Review Schedule

CFP® Review Class

2010 Registration Form

Preview Class Material

CFP® Board Website

NCSU CFP® Program

FAQ

2009 Tax Update Form

Keir Publications

Mary Cardello, CFP®

Contact Us

Welcome to the Financial Planning Education Center!

Our website will help you:

  • Register to take an upcoming CFP® review class for the next CFP® Examination.  

  • Order the 2010 Tax and Financial Planning Limits Update Form.

  • Learn about the steps involved in becoming a CFP®.

  • Register for the North Carolina State University CFP® certificate programs.

  • Contact a live person for answers to all of your questions.


Finanacial Planning Education Center
Mary L. Cardello,
Certified Financial Planner®
97501 Franklin Ridge, Suite 100
Chapel Hill,NC 27517
(919) 942-1114
cardello@fpec.org
www.fpec.org
NC State University
CFP® Program Director
http://continuingeducation.ncsu.edu.CFP.htm
 
Certified Financial Planner Board of Standards, Inc. owns the mark CFP®, Certified Financial Planner™ and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



Site last updated January 20, 2010