CFP® Test Prep Certificate
Butler Executive Education
Our CFP® Exam test-prep course is designed to meet the active schedules of 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® exam.
Butler Executive Education and Kaplan Financial partnered to offer the Certificate in Financial Planning (CFP®)–the best-known and trusted credential for financial planning professionals. Kaplan Financial has helped more than 20,000 financial professionals pass the CFP® Certification Examination.
How it Works
The certificate is offered in two different, seven-course online packages—Essential and EssentialPlus—both offering over 22 hours of online instruction, preparing test takers with every possible CFP® Exam topic.
Our expert support toolkits, which include the Education QBank interactive exams and quizzes and Performance Tracker, allow you to put what you’re learning to practice and track your progress along the way.
See how you can conveniently pay for each course at a time. You can complete this program on your schedule with up to 90 days to complete each course.
Course 101 will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning including tax planning, investment planning, retirement savings and income planning, and estate planning. Behavioral finance, communication techniques, and counseling principles are also presented. In addition, this course will present topics on the concepts of time value of money, education and retirement funding, risk management, insurance and employee benefits planning.
Course 102 considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. 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—commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.
Course 103 provides information about 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. 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.
Course 104 reveals effective income tax planning strategies, whether personal or related to an individual's business interests. Topics include:
- Individual income tax calculations
- The tax characteristics of various business entities
- Trust and estate taxation
- Basis of property and cost recovery
- Property dispositions
- Passive activity losses
- At-risk rules
- Miscellaneous taxes
- Interest on deficiencies and refunds
- Accounting methods
- Accounting periods
- Tax management techniques
Course 105 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. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's 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.
Course 106 addresses what occurs once the wealth accumulation process is complete; distributing excess wealth is a primary goal for many financial planning clients. The Estate course presents the challenges of effective estate planning raised by tax code changes. 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's 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.
The student taking this course will be exposed to case analysis and integration of the six (6) major areas of personal financial planning:
- Fundamentals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning