Your first step into financial planning
Your first step into financial planning
Interested in a career in financial planning? Earn a credential that gives you a strong foundation in the field’s core concepts — and puts you on track to becoming a CERTIFIED FINANCIAL PLANNER™.
Interested in a career in financial planning? Earn a credential that gives you a strong foundation in the field’s core concepts — and puts you on track to becoming a CERTIFIED FINANCIAL PLANNER™.
Boost your technical knowledge:
Boost your technical knowledge:
Get an overview of the most useful technical concepts of financial planning.
Hone your communication skills:
Hone your communication skills:
Learn how to communicate successfully with clients in common real-life situations.
Go further with CFP® certification:
Go further with CFP® certification:
Begin gaining knowledge that will benefit your CFP® certification journey.
About the Program
About the Program
Whether you’re thinking of beginning your career in financial services or want to add value to your customer meetings, you can benefit from this program! SPFP is for:
✔️ Recent college graduates
✔️ Entry-level financial advisors
✔️ Support staff at financial services firms
✔️ Career changers
✔️ People who are thinking about earning CFP® certification
✔️ Self-study materials delivered online
✔️ 10 learning modules totaling 40 study hours
✔️ Multiple-choice assessment at the end of each module — score 70% or higher to pass
✔️ Certificate of program completion
Learn technical and communication skills through a combination of short readings, videos, and activities. Numerous case studies model the skills that will empower you to have successful client interactions, and the accompanying exercises provide opportunities to practice the concepts you’re learning.
The program is designed to give people new to financial planning a strong foundation in core knowledge and skills and covers these topics:
✔️ Introduction to Financial Planning
✔️ Psychology of Financial Planning
✔️ Time Value of Money
✔️ Financial Statement Analysis
✔️ Risk Management
✔️ Education Planning
✔️ Investment Planning
✔️ Retirement Planning
✔️ Tax Planning
✔️ Estate Planning
With this foundation, you’ll have a head-start on content covered in our CFP® education program if you go on to pursue CFP® certification.
Get started with SPFP
Get started with SPFP
Fill out the form below, and one of our knowledgeable program advisors will be in touch.
What students are saying
What students are saying