CFP Exam Preparation


Want to become a Certified Financial Planner? We can help.

Prepare for the Certified Financial Planner (CFP) exam at CityU. The CFP® Prep Program consists of 15-hour courses that cover the five major areas of the exam, taught by experienced instructors who know both the field and the exam very well. Completion of these courses makes you eligible to sit for the CFP exam.

We keep class sizes small so you can get the personal attention you deserve. Or, if you're taking the class as part of a corporate group*, we can customize a teaching schedule that suits your team. We'll even arrange to teach classes on-site, at your office.

*For groups of ten or more students, we offer a 10 percent tuition discount.

What You'll Learn

The CFP exam focuses on five areas of financial planning, each of which is covered in a separate course within the program:

CFP Prep Course One

(PFP 8010)		 Insurance and Risk Management & General Principles of Financial Planning

CFP Prep Course Two

(PFP 8011)		 Investment Planning

CFP Prep Course Three

(PFP 8012)		 Employee Benefits Planning

CFP Prep Course Four

(PFP 8013)		 Income Tax Planning

CFP Prep Course Five

(PFP 8014)		 Retirement Planning

We also include a four-day intensive review course at no additional charge. This has proven to greatly increase your chances of passing the exam. And if you don't pass the exam on your first attempt, you can repeat the review program for free.

How to get started:

Complete the registration form and return it via email, fax, or postal mail.

City University of Seattle
Attn: Management Institute CFP Preparation
11900 NE First Street
Bellevue, WA 98005

Email
Fax: 425.709.5361

Questions? Contact Keith Foe at 206.963.5822.