Clients' increasing knowledge and financial sophistication are applying new
pressure on today's financial advisors. That is why more people are turning to
the distinguished group of financial advising professionals - CERTIFIED
FINANCIAL PLANNER™ Certification Education Program. The WIU program is comprised of five classes that
meet the education component of the CFP Board's CFP® certification
requirements and prepare you
for the challenging CFP® Certification Examination. WIU's Interactive classroom
setting enhances your learning experience and offers you several valuable
advantages.
Personal Attention
Interactive classroom setting gives you direct access to instructors. WIU's trained educators and accomplished professionals have the experience and knowledge to help you understand complex financial planning concepts and techniques.
Structure
Five, two-month training courses keep your program right on track and allow you to complete your education in just ten months.
Education You Can Use
Guest speakers, class discussions and case studies serve as a bridge between theory and practice and help you experience some of the day-to-day challenges facing financial planners.
Professional Contacts
The classroom setting gives you an opportunity to establish relationships with other professionals and peers from a variety of areas within the financial services industry.
What You Will Study
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FP1101 - Financial Planning Process and Insurance - Presenting the legal, ethical, and regulatory issues affecting financial planners, this course discusses the principles of risk management and how to select appropriate techniques to serve clients' needs. Most personal forms of insurance are covered, including life, homeowners, personal auto, medical, disability, long-term care, and umbrella liability policies. |
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FP1102 - Investment Planning - Learn to evaluate a wide variety of investment vehicles and how to construct and manage client portfolios. Topics addressed include tax considerations, economic factors, risk and return analysis, valuation methods, asset allocation techniques and portfolio performance. |
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FP1103 - Income Tax Planning - This course emphasizes fundamentals of individual income taxation, tax implications of various types of businesses, planning for the acquisition and disposition of property, tax-advantaged investments, as well as family tax planning. |
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FP1104 - Retirement Planning and Employee Benefits - Beginning with a discussion of personal tax-deferred retirement programs, this course includes a framework for calculating the annual savings needed to achieve retirement goals. You'll examine government sponsored plans, as well as qualified and nonqualified deferred compensation, and other commonly provided employee benefits. |
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FP1105 - Estate Planning - The final program course addresses the full spectrum of the estate planning process as it relates to clients' long-term goals. You'll learn the fundamentals of federal estate and gift taxation, as well as specific exclusion and valuation techniques. the course also highlights wills, intestacy and the probate process, trusts, property ownership forms and will substitutes. |
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.