CFP® Certification Education Program Capstone Course

The CFP® Certification Education Program Capstone Course is designed for students intending to complete the requirements for the CFP® certification.

The Capstone course builds on the foundation of technical knowledge and skills which have been acquired from the first four core curriculum courses of the CFP® Certification Education Program. The Capstone course focuses on the financial planning practices, professional skills and integration of all planning components.

Prerequisite: FPSC Level 1™ certification

Partners

The CFP® Certification Education Program Capstone Course at Ashton College is offered in partnership with Advocis and is an FPSC-accredited Capstone course.

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Course Format and Duration

Format

In-Class

Duration

28 hours

Upcoming Dates

Start dates coming soon. Please contact us to be added to the wait list.

Topics

Prerequisite: FPSC Level 1™ certification

  • M20 Fundamental Financial Planning Practices
  • M21 Taxation Planning
  • M22 Risk Management and Insurance
  • M23 Asset Management
  • M24 Retirement Planning
  • M25 Estate Planning and Law
  • M26 Financial Management
  • M27 CFP Certification and Examination Review
  • M28 FPSC Financial Plan and Case Studies

Technical Requirements

FPSC Approved Calculator Policy

The approved calculator models are:

Cassio

FC-200V

Hewlett Packard

HP10B / HP10BII / HP10bII+ / HP10BLL (or 11) + financial calculator

Sharp

EL-733 A / EL-738-C (packaging notes the model name as EL-738C) / EL-738FC / EL-738S / EL-738F.

Texas Instruments

TI BAII / TI BAII+ / TI BA II Plus Professional / TI30 XA

Please visit the FPSC website for more details about the FPSC Approved Calculator Policy.

Fees

The registration fee for this course is $1,180.

More information on fees can be seen on our Fees webpage:

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