注册理财规划师

的cohort-based, 为期一年的高管项目要求完成六门课程, 每个周期为8周. 所有课程都需要参加CFP®考试. The goal of the program is to assist participants through successful completion of the materials using techniques applicable to adult learning styles and a schedule that will integrate into busy work and personal lives.

365英国上市官网's Certificate Program in Personal Financial Planning is registered with the CFP® Board of Standards in Washington, D.C. 开放大学的课程是全国首批由CFP®委员会注册的课程之一, 该项目遵守所有董事会标准. 

The PFP 37010 Course will be available on a continuous basis through a virtual, On-Demand
学习课程.  除了期末考试外，每个模块结束时还会有一个小测验
课程结束时旨在评估学生对所交付内容的理解程度.  如果一个
participant successfully passes each module and the final exam, they will be provided a PACE
通过PFP 37010课程的成绩证书.

成功完成PFP 37010, 配上国家生活, 健康, and Accident license and SIE (Securities Industry Essentials) exam completion administered through FINRA (Financial
Industry Regulatory Agency) will allow participants to bypass the 3 year experience requirement
报名参加开放大学高管课程，以获得CFP®教育要求.

Suggested Materials: None required; supplemental reading can be found in the American
College of Financial Services® textbook “财务规划基础: An 概述,”
哪些可以从美国学院单独购买.

导师:课程内容和导师由APEG (Advanced Planning)管理
教育 Group) through its agreements with qualified instructors, all of which hold an
高级学位，如J.D.， CPA或CFP®.

Waiver: All participants must enter a waiver of claim and covenant not to sue in agreement,
365英国上市官网，APEG, 公司. 和/或指导员对任何的责任或依赖
PFP 37010课程提供的信息. 

PFP 37010课程:主题总结

• 财务规划入门-了解财务规划的过程和如何
  为财务规划创造机会
• 遗产规划-学习遗产规划的关键要素
• 所得税-在减税和就业法案下学习所得税的基本知识
  讨论所得税规划在财务规划过程中的重要性 
• 风险管理/保险-了解保险和其他技术，可以
  用于减轻各种类型的风险
• 退休收入计划-学习如何帮助客户计划退休
• Employee Benefits, Social Security, and Medicare – Learn the essentials of these complex
  区域
• 投资计划——学习投资的基本知识
• 大学计划-了解帮助家庭计划大学费用的重要性
  不损害他们的其他财务目标

Course topics are covered in eight week periods with the final two weeks used for webinar presentations and personalized review as needed. The optional 40-hour CFP® 考试复习 is strategically held just before the CFP® Exam in March. 

每个月的一个星期一是预留的 基本面 Mastery Course (顶点课程的一部分)，包括财务规划过程的介绍, 包括收集和分析客户数据, 发展的建议, 阅读和理解一份完整的财务计划. 

1)投资，调查和财务计算器

A newly re-designed introduction to the Principles of Personal Financial Planning and Investments.  参与者将获得财务规划过程的广泛介绍, 货币的时间价值, 道德的考虑, 经济环境与基本投资规划概念.  这门课程包括对证券市场的研究, 投资资产类别, 投资组合构建, 投资技巧, 工具和策略.  这门课程是该计划中所有其他课程的先决条件.  该程序需要HP10BII计算器.

2)所得税筹划

Designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. 本课程涵盖个人所得税的基础知识和税法概述, 术语和计算. Discussion and analysis will focus on practical problems involving tax planning implications of home ownership; property transactions; tax advantage investments; divorce and remarriage; forms of business ownership; accounting methods and periods; life insurance, 年金, and securities; intra-family and charitable transfers; and forms and methods of employment compensation.

3)风险管理/保险计划

Survey of risk management, primarily in the 区域 of life, health, casualty, and liability insurance. 包括风险暴露分析, 各种保险计划的评估技术, 以及从成本效益角度选择合同的标准. 公司ome and estate taxation laws as related to insurance premiums and benefits; alternative methods of funding insurance premiums; and the role of insurance in retirement and estate planning will also be discussed.

4)退休计划
提供退休计划工具的工作知识, 术语, 和技术, 包括规则, 规定, 以及合格和不合格计划的税收:养老金, 利润分享, 401(k), 9月, 爱尔兰共和军, 递延补偿. 公司ludes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories

5)遗产规划 & 高级案例研究

最近重新设计的, this course combines the estate planning essentials with practical application using the case study method.  本课程涵盖遗产规划过程, 物业拥有权及影响, 与生命和死亡相关的转移, 法律文件, 联邦赠予和遗产税法, 业务转移, 房地产估价, 以及遗产规划中所得税的影响. The case studies integrate all aspects of the financial planning process with an emphasis on the estate planning.  学生应积极参与案例展示.

6)财务规划基础/顶点

凯普斯通将与道尔顿教育合作提供. 财务计划发展课程特点扎实, practical application of all the material covered in the prior classes and will be covered throughout the cycle of the 可执行程序. Students are required to prepare a comprehensive written financial plan and to present it orally, 根据注册理财规划师标准委员会制定的规则, 公司. 课程提供了相关的, practical experience in comprehensive planning and superlative preparation for the case studies in the national certification examination.

考试复习

This optional but highly recommended review course provides 40-hours of comprehensive review of all content including case scenarios. Students enrolled in our program are eligible for a $300 discount towards the Dalton 考试复习 Program. 

学生们与APEG及其战略合作伙伴建立了联系, RightCapital, SPS家庭和生产者选择有资格享受折扣价格. 联系 (电子邮件保护) 了解更多信息.

每个月的一个星期一是预留的 制定财务计划(顶点课程的一部分)，包括财务规划过程的介绍, 包括收集和分析客户数据, 发展的建议, 阅读和理解一份完整的财务计划. 

项目时间表

我们提供旋转木马模型. 学生可以在1月、4月或9月入学.  具体课程日期请按 在这里. 

All courses other than 制定财务计划 will take place on Wednesday from 6-9:30pm. 财务计划发展将于每周一晚上6点至8点进行.

财务规划基础

成本:795美元

位置:在线按需格式

可执行程序

成本: 总学费为5100美元. 付款计划可用. *课本需另行购买.

• 365英国上市官网折扣自动应用，无需代码
• 包括电子书，Qbank问题，在线学习指南和评估 *印刷教科书可提供额外的费用 
• 欲了解更多信息和分步指导，请联系share Banks， (电子邮件保护)