$1,395
The Plan Presentation course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan with a biblical worldview by going through the 19 Certified Kingdom Advisors modules and then using financial planning software and multiple approaches to identify and plan for a client’s goals and risks. This course does fulfill the CFP Board’s Capstone Course requirement.
Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam. The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online Please contact an enrollment advisor if you have timing questions before enrolling in this course. Students have 12 months from the date of purchase to complete the Capstone Course.
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