Financial Planning Education Center

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CRPC Designation Tab

Syllabus - CRPC Program

Slides for CRPC Program

CRPC True False Quizzes

CRPC Multi Choice Quizzes

CRPC Answer Sheets

CRPC Handouts

2011 Live Review Schedule

CFP® Review Class

2011 Registration Form

Preview Class Material

Estate Planning

Syllabus - EP 2011

Slides for EP

EP Handouts

EP Textbook Chapters

EP True False Quizzes

EP TF Answer Sheets

EP Multi Choice Quizzes

EP MC Answer Sheets

Case Study EP

Retirement Planning

Syllabus-Retire. Planning

Slides for RP

Read for 1st Class

RP Handouts

RP True False Quizzes

RP Multiple Choice

RP TF Answer Sheets

RP MC Answer Sheets

RP Case Study

NC Cont Ed Credits

Income Tax Planning

NC CE Credits

Syllabus-Income Tax 2011

IT Answer Sheets

TrueFalse Quizzes

MultiChoice Quizzes

2010 Tax Update Forms

Income Tax Handouts

Tax Forms

Slides for Income Taxes

Tax Case Study

Investment Planning

Syllabus-Investments 2011

2010 Tax Update Form

Investment Handouts

Slides for Invest. Plan.

Inv True False Quizzes

Inv Multi Choice Quizzes

Inv Case Study Exam

Inv Plan MC Answer Sheets

Inv Plan TF Answer Sheets

Insurance Planning

Syllabus - Ins. Planning

IP Handouts

Slides for Ins. Planning

IP True False Quizzes

IP Multi Choice Quizzes

IP Case Study Exam

Ins. Pl. Answer Sheets

Financial Planning

CPE Credits

Syllabus- Finl Planning

Slides for Finl Planning

Handouts - Finl Planning

FP True False Quizzes

FP Multi Choice Quizzes

FP Case Study Exam

Answer Sheets

CFP® Board Website

NCSU CFP® Program

FAQ

2010 Tax Update Form (2nd

Keir Publications

Mary Cardello, CPA, 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 September 2011