About the course
A distinguishing feature of the James Madison University CFP® Certification Education Program Online is the ability to go beyond what you need to know for the CFP® Board Exam to what you need to know when you are face-to-face with clients. The Knowledge for the Real World curriculum is included in all program packages and is designed to interface with the Financial Planning Certification curriculum, providing the conversational competence to better address client needs and increase production.
This program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning.
Meet the Educational Requirements for CFP® Certification
Upon successful completion of the program, students will be issued a Certificate of Completion from James Madison University and will be eligible to apply for the CFP® Certification Examination. Our program is registered with the Certified Financial Planners Board of Standards, Inc..
Certified Financial Planner Program Online | James Madison University
- Fundamentals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Capstone: Developing the Financial Plan
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.