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Bryant University's Online CFP® curriculum has been refined over 15 years. Students are familiarized with essential topics in the Introduction to Financial Planning course. Those topics are then developed and mastered throughout 5 other core education courses. Students then prove their command of the Financial Planning Process in the Financial Planning Capstone Course.
Introduction to Financial Planning
Bryant's Introductory course lays the necessary groundwork for your Certified Financial Planning® education. You will develop a thorough understanding of the tools required to build your successful career by taking a broad look at the entire financial planning process. The course introduces several important topics, including time value of money, accounting, statistics, and economics.
What's covered?
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Financial Planning Basics
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Foundations of Business
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Practice Questions: Over 550
Recommended Calculator:
- HP12C Financial Calculator
Insurance Planning and Risk Management
The second core content course addresses life, disability, and medical insurance. Begin by learning the basics of each available contract type. Learn to efficiently read insurance proposals, and finally learning how insurance rates are developed and how life insurance is used to meet client goals. Property and casualty insurance, including homeowners', liability and auto insurance, along with group life and health insurance plans are all covered in depth.
What's covered?
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Practice Questions: Over 380
Investment Planning
The Investment Planning course examines the fundamental investment principles employed by advisors as they seek to accumulate wealth for their clients. Mastery of these principles is key, because it's this wealth that ultimately allows clients to realize their long term financial planning goals.
You will study effective investment planning strategies, including...
What's covered?
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Practice Questions: Over 480
Tax Planning
The Tax Planning course explores the impact of state and Federal taxation on different business types including sole proprietorships, partnerships and corporations. You will develop a strong knowledge base regarding the tax-related aspects of investments, insurance, annuities and securities. You'll be introduced to other special tax considerations, including charitable giving, the sale of assets and more.
What's covered?
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Practice Questions: Over 430
Retirement Planning and Employee Benefits
The retirement planning component of this course examines tax-deferred retirement plans, IRAs and nonqualified plans. You will learn how to conduct a retirement needs analysis and how to plan, implement and monitor both individual and business-sponsored retirement plans. Furthermore, you'll learn which regulatory issues surround retirement planning and benefits, and how tax issues impact these decisions. The employee benefits component of the course considers Social Security and Medicare, civil service systems and group insurance policies.
What's covered?
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Practice Questions: Over 450
Estate Planning
The final core content course teaches strategies which either maximize the value of your client's estate or eliminate uncertainties over the administration of your client's probate. To maximize the value, techniques to reduce tax impacts on transfers of wealth are covered, including gift, estate and generation-skipping transfer taxes at both the state and Federal levels. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.
What's covered?
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Practice Questions: Over 385
Financial Planning Capstone Course
The Capstone course is where students prove their command of the Financial Planning Process. Students apply the knowledge they have gathered throughout the previous six courses as they work through 7 case studies that are designed to be as similar to the case studies found on CFP® Board's Certification Exam as possible.
How does the Capstone work?
The Financial Planning Capstone Course is comprised of 7 total case studies:
3 Mini-Cases. These cases have abbreviated fact sets. You will encounter several similarly structured small cases on your Board Exam. Each mini-case is focused on a specific topic, which is also true of the small cases on the Board Exam. The 3 mini-cases are each completed by passing a brief 4-question quiz.
3 Full Cases. These cases have full fact sets. You will encounter at least one similarly structured full case on your Board Exam. Each full case is focused on a specific topic, which is also true of the full cases on the Board Exam. The 3 full cases are each completed by passing a 10-question quiz.
1 Final Case. This is where everything you have learned comes together. The final case provides 7 prompts that each require a written response and 1 prompt that requires an audio response. Consider both the specific objectives of the case's subjects and CFP® Board's Financial Planning Practice Standards. while responding to each prompt.
On the Capstone course:
"Great course and cases… I felt Bryant did a good job of challenging me and giving me the freedom to interpret the action steps.”
- Corey A., Reilly, Fisher & Solomon, P.A.
