Financial Planning Education Center

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2009 Live Review Schedule

About CFP Review Class

2009 Registration Form

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CFP® Board Website

NC State CFP Program

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2009 Tax Update Form

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Mary Cardello, CFP®

CPE Credits

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CFP® Certificate Program at NC State University
NC State Certificate Program

The Financial Planning Education Center is
pleased to announce its 2009 schedule
of live classroom instruction for classes needed to prepare for the CFP® Certification Examination. All classes will be held on Tuesdays and meet a total of 36 hours. Please go  here for the full-length brochure describing the CFP® Program.

Class times will be on Tuesdays from 6:00 pm to10:30 pm unless otherwise noted.


Location

Current classes are held at the McKimmon Conference and Training Center. Click here for directions.


Cost

The total cost of each class is $1095. This fee includes 36 hours of live classroom instruction. Class books are separately priced and bought by the student. You can save $100 per course by registering for more than one.


Philosophy

Our Instructors emphasize a practical approach to the theoretical material covered for the purpose of the 89 terms tested on the CFP® examination.This is completed with a generous mixture of everyday wisdom required for real-time approach to current client issues.


Registration

Please contact Gertha Heggie at NC State at (919)-515-8175 to register for any class in the CFP® program.


The 2009 Schedule:


Part 1: Financial Planning Process and Insurance: January 6 - Febrary 24

Part 2: Investment Planning: March 17 - May 5

Part 3: Income Tax Planning: May 26 - July 14

Part 4: Retirement Planning: August 4 - September 22

Part 5: Estate Plann
ing: October 15 - December 1


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 March 3, 2009