The Chartered Financial Planner (CFP) certificate

The Chartered Financial Planner (CFP) certificate is evidence of expertise in your chosen field
Professionals in many fields enhance their ability to serve clients more effectively by becoming CFP’s:
• Accountants
• Attorneys
• Business executives
• Clergy
• CPAs
• Doctors, nurses and pharmacists
• Financial planners
• Funeral directors and other funeral services professionals
• Geriatric care professionals
• Home health care professionals
• Insurance agents
• Realtors
• Reverse mortgage lenders
• Senior housing professionals
• Social workers
• And many more

Professionals who enroll in the CIPM USA CFP Course learn what is important in helping others manage their wealth or retirement planning. Earning the designation CFP offers additional confidence to your clients of your abilities to assist them more effectively and increases your value as a financial planner and advisor. When clients take your advice – or buy your product, or subscribe to your service - it means they respect you and value the role you play in their lives. It means they believe you understand their needs and can solve their problems. Earning the CFP designation increases your opportunities!

COURSE CONTENT
Candidates enrolling in the CIPM USA CFP Course must complete two courses:

Electronic Market Strategy

What you should be able to accomplish by the end of this course:

1. Understand what the numbers really mean to stocks, bonds, rates, currencies and your lives.
2. Spot turning points in the economy in time to profit from them.
3. The meaning of “leading indicators” and decoding the jargon of initial unemployment claims, housing starts, the yield curve, and other predictors.
4. Understand foreign indicators and why they are important.
5. Make sense of indicators in conflict.
6. Find web and other resources for the latest economic data.

2. Entrepreneurial Finance

WHAT YOU SHOULD BE ABLE TO ACCOMPLISH BY THE END OF THIS COURSE:
1. To understand the functions of entrepreneurial finance.
2. Review and understand concept plans for comprehensive analysis.
3. Develop business plans.
4. Understanding the roles of venture capitalists and their importance to new ventures.
5. Learning to promote a compelling business plan in a presentation to venture capitalists.
6. Plan for continuity of management.
7. Provide an understanding of the role of private equity in the economy, the structure of the industry, its participants, and the forces that shape its ongoing development.
8. Develop analytical and deal structuring techniques used in venture capital and buyouts. Interact with private equity

CREDIT FOR PRIOR LEARNING
Applicants enrolling who have prior educational accomplishments in these areas may submit a resume and or other evidence of such courses for credit for prior learning. Others who have certificates such as CPA’S, FCIPM, or licensed securities agents, may also ask for prior learning credit.

Enroll now! Total cost of $275.00
Payment includes: Both self-study and distance learning courses sent by email attachment to be completed by applicant and Certificate of Verification of your accomplishment with the coveted Chartered Financial Planner certification from CIPM USA.