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

2011 CFP® Review Course Schedule
         
 
 
     

Exam Date
               

 
 Exam  Application Deadline 
                            
 
                         

Review Class

Date

Review Class Location


March 18-19 2011

February 2, 2011
     

February 24-27, 2011

Raleigh, NC

 


July 15-16, 2011

    June 8, 2011

June 23-26, 2011

Raleigh, NC


November 18-19, 2011

October 11, 2011
 

October 27-30, 2011

Raleigh, NC

       
 
   

 
                       
 
 
 

The 2011 CFP(r) Examination Review Class cost is $925.  Receive $100 discount for completing pre-registration 30 days prior to the start of class.  Seminar cost includes the Keir Publications Volumes 1 and 2, Simulated Exams, Case Study Review Materials and a free CD with 1,500 test questions and answers. 

Please call Mary Cardello at 919-619-3176 to discuss your questions and order your study materials. 



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