{"id":360,"date":"2021-09-24T17:28:09","date_gmt":"2021-09-24T17:28:09","guid":{"rendered":"https:\/\/www.butler.edu\/lacy-business\/cfp-test-prep-certificate\/"},"modified":"2025-08-14T16:23:52","modified_gmt":"2025-08-14T20:23:52","slug":"cfp-test-prep-certificate","status":"publish","type":"page","link":"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/cfp-test-prep-certificate\/","title":{"rendered":"CFP\u00ae Test Prep Certificate"},"content":{"rendered":"<section class=\"wysiwyg wysiwyg-primary-block alignfull\" >\n\t<div class=\"container grid-default wysiwyg__container\">\n\t\t\t\t\t\t<nav class=\"sidebar-menu \" aria-label=\"Site Menu\" id=\"page-nav\">\n\t\t<div class=\"sidebar-menu__wrapper\">\n\t\t\t<header class=\"sidebar-menu__header\">\n\t\t\t\t<span class=\"sidebar-menu__headerLabel\">Continuing and Professional Education Menu<\/span>\n\n\t\t\t\t\t\t\t\t<button class=\"sidebar-menu__mobileToggle\" title=\"Toggle Menu\" :aria-expanded=\"mobileOpen\"><\/button>\n\t\t\t\t\t\t\t<\/header>\n\n\t\t\t<ul class=\"sidebar-menu__list\" v-show=\"mobileOpen\">\n\t\t\t\t\t\t\t\t\t<li class=\"sidebar-menu__listItem initial-item\">\n\t\t\t\t\t\t<a href=\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/employers\/\" class=\"sidebar-menu__listLink\" >Programs for Organizations<\/a>\n\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<li class=\"sidebar-menu__listItem initial-item\">\n\t\t\t\t\t\t<a href=\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/\" class=\"sidebar-menu__listLink\" >Programs for Individuals<\/a>\n\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<li class=\"sidebar-menu__listItem initial-item\">\n\t\t\t\t\t\t<a href=\"https:\/\/wkf.ms\/45x1yaU\" class=\"sidebar-menu__listLink\" target=\"_blank\">Request More Information<\/a>\n\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<li class=\"sidebar-menu__listItem initial-item\">\n\t\t\t\t\t\t<a href=\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/our-team\/\" class=\"sidebar-menu__listLink\" >Our Team<\/a>\n\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<\/ul>\n\t\t<\/div>\n\t\t\t<\/nav>\n\t\t\t\t<div class=\"wysiwyg__wrapper wysiwyg__wrapper--hasSidebar\">\n\t\t\t<!-- content from editor -->\n\t\t\t<div class=\"wysiwyg__content wysiwyg__contentContainer\">\n\t\t\t\t<div class=\"acf-innerblocks-container\">\n\n<h1 class=\"wp-block-heading\" id=\"h-cfp-test-prep-certificate\">CFP\u00ae Test Prep Certificate<\/h1>\n\n\n\n<p>Our online CFP\u00ae Exam test-prep course\u2014done in partnership with Kaplan Financial\u2014is designed for working professionals looking to advance in the industry, those seeking a career change to the financial, banking, accounting, and insurance fields, and those preparing to take the CFP\u00ae exam.<\/p>\n\n\n\n<p>The certificate is offered in two different, seven-course online packages\u2014Essential and EssentialPlus\u2014both offering over 22 hours of online instruction, preparing test takers with every possible CFP\u00ae Exam topic.<\/p>\n\n\n\n<p>Our expert support toolkits, which include the Education QBank interactive exams and quizzes and Performance Tracker, allow you to put what you\u2019re learning to practice and track your progress along the way.<\/p>\n\n\n\n<p><a href=\"https:\/\/butler.formstack.com\/forms\/executive_education_payment_cfp\" rel=\"noopener\" target=\"_blank\">See how you can conveniently pay for each course at a time.<\/a>&nbsp;You can complete this program on your schedule with up to 90 days to complete each course.<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th scope=\"row\">Education Packages<\/th><th scope=\"col\">EssentialPlus Package*$849 per course<\/th><th scope=\"col\">Essential Package**$749 per course<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Instruction<\/th><td>OnDemand Class<\/td><td><\/td><\/tr><tr><th scope=\"row\">Textbooks<\/th><td>eBook<\/td><td>eBook<\/td><\/tr><tr><th scope=\"row\">Study Planner<\/th><td>Included<\/td><td>Included<\/td><\/tr><tr><th scope=\"row\">Education QBank<\/th><td>Included<\/td><td>Included<\/td><\/tr><tr><th scope=\"row\">Performance Tracker<\/th><td>Included<\/td><td>Included<\/td><\/tr><tr><th scope=\"row\">Core Lecture Videos<\/th><td>Included<\/td><td>Included<\/td><\/tr><tr><th scope=\"row\">Instructor Email Access<\/th><td>Included<\/td><td>Included<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>*Course 107 contains unique materials via your online classroom, specifically designed to assist you in developing a financial plan.<\/p>\n\n\n\n<p>**Available for courses 101\u2013106.<\/p>\n\n\n\n<p><a href=\"https:\/\/butler.formstack.com\/forms\/executive_education_payment_cfp\" rel=\"noopener\" target=\"_blank\">Enroll<\/a><br><a href=\"https:\/\/forms.monday.com\/forms\/2bcf27bbb1c654672734085c42dc509d?r=use1\">Request More Information<\/a><\/p>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d738757-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d738757_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d738757-acc-title' class='acc-title'>\n\t\t\t\tCourse FP511: General Financial Planning Principles, Professional Conduct, and Regulation\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d738757-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d738757-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d738757-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>Your first course is an introduction to the concepts and profession of personal financial planning. You will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.<\/p>\n\n\n\n<p>Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d738757-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d738757-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d738757-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d738757-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d738757-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d738757-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d738770-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d738770_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d738770-acc-title' class='acc-title'>\n\t\t\t\tCourse FP512: Risk Management, Insurance, and Employee Benefits\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d738770-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d738770-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d738770-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>This course considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.<\/p>\n\n\n\n<p>Insurance topics include life, medical expense, and property\/casualty policies, as well as long term care and disability. It also covers benefits made available to employees by employers\u2014commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d738770-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d738770-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d738770-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d738770-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d738770-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d738770-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d738787-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d738787_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d738787-acc-title' class='acc-title'>\n\t\t\t\tCourse FP513: Investment Planning\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d738787-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d738787-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d738787-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>The third course follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals.<\/p>\n\n\n\n<p>In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d738787-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d738787-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d738787-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d738787-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d738787-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d738787-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d73879c-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d73879c_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d73879c-acc-title' class='acc-title'>\n\t\t\t\tCourse FP514: Tax Planning\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d73879c-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d73879c-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d73879c-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>This course discusses effective income tax planning strategies, whether personal or related to clients\u2019 business interests. This course reviews tax planning basics\u2014individual income tax calculations, deductions, exemptions, and credits.<\/p>\n\n\n\n<p>Key topics include the disposition of property, cost recovery, passive activity losses, charitable contributions, and alternative minimum tax. Because planners often assist clients who own businesses, the tax characteristics of various business entities and tax planning for those businesses are also discussed in this course. Finally, trust and estate taxation techniques are presented.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d73879c-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d73879c-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d73879c-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d73879c-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d73879c-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d73879c-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d7387b2-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d7387b2_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d7387b2-acc-title' class='acc-title'>\n\t\t\t\tCourse FP515: Retirement Savings and Income Planning\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d7387b2-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d7387b2-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d7387b2-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>Your fifth course deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning.<\/p>\n\n\n\n<p>It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one\u2019s retirement. Distribution options from corporate retirement plans are reviewed, as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d7387b2-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d7387b2-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d7387b2-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d7387b2-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d7387b2-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d7387b2-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d7387c8-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d7387c8_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d7387c8-acc-title' class='acc-title'>\n\t\t\t\tCourse FP516: Estate Planning\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d7387c8-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d7387c8-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d7387c8-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. This course presents the challenges of effective estate planning raised by tax code changes.<\/p>\n\n\n\n<p>It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual\u2019s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d7387c8-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t} else {\n\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t}\n\n\t\t\t$( '#block_acf-block-689e45d7387c8-acc-row' ).off( 'click' ).on( 'click', ( function() {\n\t\t\t\tlet row = document.getElementById( 'block_acf-block-689e45d7387c8-acc-row' );\n\t\t\t\tlet acc_img = document.getElementById( 'block_acf-block-689e45d7387c8-acc-img' );\n\t\t\t\t\/*\n\t\t\t\t * If the panel is open, close it by setting its height to 0px.\n\t\t\t\t * If it's closed, i.e. its height is 0px, open it b setting its height to fit-content if in backend, or scrollHeight if frontend.\n\t\t\t\t * This is necessary because transitions do not work on height: fit-content, causing the accordion to snap open and shut instantly.\n\t\t\t\t *\/\n\t\t\t\tif ( panel.style.maxHeight != '0px' ) {\n\t\t\t\t\tpanel.style.maxHeight = '0px';\n\t\t\t\t} else {\n\t\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d7387c8-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d7387c8-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n\n\n<div class=\"acc-flex-container\">\n\t<div class=\"acc-title-container\" role=\"heading\" aria-level=\"3\">\n\t\t<button id='block_acf-block-689e45d7387dd-acc-row' class='acc-row' type='button' aria-expanded='false' aria-controls='block_acf-block-689e45d7387dd_acc-content-panel'>\n\t\t\t<div id='block_acf-block-689e45d7387dd-acc-title' class='acc-title'>\n\t\t\t\tCourse FP517: Financial Plan Development\t\t\t<\/div>\n\t\t\t<img alt=\"\" id='block_acf-block-689e45d7387dd-acc-img' class='acc-icon' src='https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png' \/>\n\t\t<\/button>\n\t<\/div>\n\t<div role=\"region\" aria-hidden='true'\n\t\tid='block_acf-block-689e45d7387dd-acc-content-panel' class='acc-panel' aria-labelledby=\"block_acf-block-689e45d7387dd-acc-row\">\n\t\t<div class=\"acf-innerblocks-container\">\n\n<p>In the final course of the program, you will receive instruction and review sample financial plans based on various case facts. You will then be required to complete a written financial plan, which you will also present orally.<\/p>\n\n<\/div>\t<\/div>\n\t<script type=\"text\/javascript\">\n\t\t( function( $ ) {\n\t\t\tlet panel = document.getElementById('block_acf-block-689e45d7387dd-acc-content-panel');\n\n\t\t\t\/*\n\t\t\t * Need to set a value for maxHeight to initialize the accordion properly.\n\t\t\t * If we don't include this conditional, the accordion doesn't nicely transition to open\/close on the first click.\n\t\t\t *\/\n\t\t\tif ( 1 == 0 ) {\n\t\t\t\tpanel.style.maxHeight = 0 == 1 ? 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'fit-content' : panel.scrollHeight + 'px';\n\t\t\t\t}\n\n\t\t\t\tlet expanded = row.getAttribute( 'aria-expanded' );\n\t\t\t\tif ( expanded == 'true' ) {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'false' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'true' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_open.png';\n\t\t\t\t} else {\n\t\t\t\t\trow.setAttribute( 'aria-expanded', 'true' );\n\t\t\t\t\tpanel.setAttribute( 'aria-hidden', 'false' );\n\t\t\t\t\tacc_img.src = 'https:\/\/www.butler.edu\/academics\/wp-content\/plugins\/butler-acf-blocks-new\/assets\/images\/nav_main_icon_close.png';\n\t\t\t\t}\n\t\t\t} ) ); \/\/End .click\n\n\t\t\tlet highlightColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-blue-bright' );\n\t\t\tlet textColor = getComputedStyle( document.documentElement ).getPropertyValue( '--color-theme-primary' );\n\t\t\tlet title = document.getElementById( 'block_acf-block-689e45d7387dd-acc-title' );\n\n\t\t\t$( '#block_acf-block-689e45d7387dd-acc-row' ).hover( function() {\n\t\t\t\ttitle.style.backgroundColor = highlightColor;\n\t\t\t\ttitle.style.color = textColor;\n\t\t\t}, function() {\n\t\t\t\ttitle.style.backgroundColor = '';\n\t\t\t\ttitle.style.color = '';\n\t\t\t} ); \/\/End .hover\n\n\t\t} )( jQuery );\n\t<\/script>\n<\/div>\n\n<\/div>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":2182,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-360","page","type-page","status-publish","hentry"],"revision_note":"","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CFP\u00ae Test Prep Certificate | Butler University<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/cfp-test-prep-certificate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CFP\u00ae Test Prep Certificate\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/cfp-test-prep-certificate\/\" \/>\n<meta property=\"og:site_name\" content=\"Academics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/butleruniversity\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-14T20:23:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.butler.edu\/www\/sites\/3\/2022\/02\/08093501\/butler-social.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@butleru\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/cfp-test-prep-certificate\/\",\"url\":\"https:\/\/www.butler.edu\/academics\/butler-professional-education\/individuals\/cfp-test-prep-certificate\/\",\"name\":\"CFP\u00ae Test Prep Certificate | Butler 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