Financial Plan Development Course

This is your capstone course and is approved by the CFP Board of Standards, Inc. to satisfy the Financial Plan Development Course requirement. It is a comprehensive course where you will apply the knowledge and skills acquired throughout the CFP® Certification Education Program toward the preparation, implementation and delivery of financial plan.
View course outline: CFE 8007


Course schedule for dates, times and locations

Call 704.330.4223 or visit our online registration to enroll in this course.