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CFP Certification Professional Education Program

March 3, 2018 - January 26, 2019

Become a Certified Financial Planner

Course: CFP® Certification Professional Education Program
Dates: Saturdays, March 3, 2018 - January 26, 2019
Time: 8:00am to 12:00pm
Location: Graduate School of Management Room 230
Cost: $972.86 per participant per module. *Reduced rate for groups (3 or more employees from the same company)*
Register for this course

EPEC’s CFP® Certification Professional Educational Program equips participants with the educational foundation required to pass the CFP Board exam, and to better serve their clients with sound financial advice. This program satisfies the educational component required to sit for the CFP® Board exam, and provides students effective, efficient learning of the 72 topic areas designated by the Certified Financial Planner Board of Standards as appropriate for testing on its Certification Examination. In addition, the program provides students a proper balance of education and means of practical application that bridges the gap between knowledge and practice.

The length and academic requirements for our program will be met primarily through attendance of regular in-class instructor-led classes, combined with online learning lessons, and textbooks.

To learn more about becoming a CFP® Professional, click this link.

Seven Modules

  • Module 1: Fundamentals of Financial Planning
    • Dates: March 3, March 17 & April 7, 2018
  • Module 2: Insurance Planning
    • Dates: April 28 & May 19, 2018
  • Module 3: Investments Planning
    • Dates: June 9 & June 30, 2018
  • Module 4: Income Tax Planning
    • Dates: July 21 & August 11, 2018
  • Module 5: Retirement Planning
    • Dates: September 1 & September 22, 2018
  • Module 6: Estate Planning
    • Dates: October 13 & November 3, 2018
  • Module 7: Capstone
    • Dates: November 17, 2018
  • Presentations
    • Dates: January 19 & January 26, 2019
    • Room: TBD

Parking is the Yale Parking Structure across from UNM's Graduate School of Management. Modules will be held in Anderson's Graduate School of Management, Room 230. Click here for location information.

Join the CFP Board

Whether you’re just beginning to consider a career in personal financial planning or are completing the final classes of a CFP Board-Registered Program, indicate your interest in CFP® certification by creating a secure online account with CFP Board.

For more information click here.

CFP® Certification Professional Education Program

per participant per module

Reduced rate for groups: (3 or more employees from the same company)

per participant per module

For Fidelity Employees

Who should attend?

  • Those wanting to prepare for the CFP® Exam