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Executive Certificate in Financial Planning – WITH THE DALTON REVIEW

September 18, 5:30 pm-10:00 pm

$6595

XLC’s Executive Certificate in Financial Planning program provides professionals with a valuable CFP®Board registered and approved program and offers participants the contact hour minimum education requirements needed to sit for the CFP® Certification Exam. This option includes The Dalton Review, upon completion, at a discounted rate. (This price does not include The Dalton Review® Guarantee to Pass™ program. Dalton Education Enrollment Advisors will be available to provide assistance with an upgrade to The Dalton Review® Guarantee to Pass™ throughout your program.)

This program will provide participants with a deepened knowledge of financial planning. After passing the CFP® Exam, participants will have earned industry-recognized credentials and the ability to provide comprehensive financial plans to clients. XLC partners with Dalton Education, which offers educational programs and materials to financial professionals to assist in their journey to become a CFP® professional.

For more information on the CFP exam please visit the Certified Financial Planner Board of Standards.

This program is available without The Dalton Review. For more information, click here.

View the complete September 2023 - May 2024 Program Schedule here.

Program costs include:

  • Registration and facilitation costs
  • Textbooks for each course
  • Online access to pre-study lectures
  • Online access to pre and post-course assessments
  • Online quizzes, midterms, and finals

The Dalton Review includes:

  • Review readiness quiz
  • Pre-study review materials
  • Virtual classroom instructor office hours
  • Live in-classroom and/or eReview instruction
  • Testbank
  • Simulated exam
  • Exam readiness quiz

Description

The certificate program is divided into 6 modules. A description of each module is below.

Fundamentals of Financial Planning and Insurance (40 hours)
An introduction to the financial planning profession, concepts to time, the value of money, insurance planning, and the practice of personal financial planning by professional planners.

Investment Planning (32 hours)
An introduction to investment planning process, risk and return, modern portfolio theory, equities, fixed income, and derivative securities.

Income Tax Planning (32 hours)
An introduction to individual and various entity taxation issues.

Retirement Planning and Employee Benefits (32 hours)
An introduction to the retirement planning process, qualified and non-qualified retirement plans, social security, and cafeteria plans.

Estate Planning (32 hours)
This course will provide students with an introduction to estate planning and taxation.

Capstone Course (32 Hours)
This course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process, and to apply the CFP Board’s Practice Standards.

For information on The Dalton Review®, click here.

Audience

Financial Planners, Insurance Agents, Employee Benefits Specialists, Investment Advisors and Brokers, Accountants, Bankers, Trust Officers, Anyone considering a career in financial planning.

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States + Google Map
Phone:
513-745-1094

Program Details

Date:
September 18
Time:
5:30 pm - 10:00 pm
Cost:
$6595
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Complete Class Schedule

Fundamentals of Planning and Insurance (40 hours)
September 18
September 30 ***
October 2
October 9
October 14 ***
October 23
October 28 ***

Investment Planning (32 Hours)
November 6
November 11 ***
November 13
December 4
December 9 ***
December 11

Income Tax Planning (32 Hours)
January 8
January 13 ***
January 22
January 29
February 3 ***
February 5

Retirement Planning and Employee Benefits (32 Hours)
February 12
February 17 ***
February 19
February 26
March 2 ***
March 4

Estate Planning (32 Hours)
March 18
March 23 ***
March 25
April 8
April 13 ***
April 15

Capstone Course (32 Hours)
April 22
April 27 ***
May 6
May 11 ***
May 13
May 20

Mondays: 5:30 – 9:45pm
***Saturdays: 9:00am – 5:00pm

Dates are subject to change.

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