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

CFP® Certificate Program - NC State University
NC State Certificate Program

The Financial Planning Education Center is
pleased to announce its 2010 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 J. C. Raulston Arboretum.  The address is: 4415 Beryl Road, Raleigh, 27606.


Cost

The total cost of each class is $1,095. 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.  There are 5 classes in the CFP(r) program.


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 Dale Mackey at NC State at (919) 513-0886 to register for any class in the CFP® program.  Please contact Mary Cardello at (919) 619-3176 for textbooks.


The 2010 Schedule:


Part 1: Financial Planning Process and Insurance: January 5 - February 23

Part 2: Investment Planning: March 16 - May 4

Part 3: Income Tax Planning: May 25 - July 13

Part 4: Retirement Planning: August 3 - September 21

Part 5: Estate Plann
ing: October 12 - November 30


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