Financial Planning Education Center

Done in One

Home

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

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 September 2011