CFP® Program
CFP® Study aids
CFP® Course outline
CFP® Course format
Capstone Course

CFP Transition Program
<arrow Current & Future CFP Guidlines


CCH/Advocis FPSC-Approved Capstone Course

CCH Course 245

Successful completion of this course is one of the requirements for anyone planning to register for Financial Planning Standard Council (FPSC) Financial Planning Exam 2 (FPE2).


The new CFP® certification guidelines took effect on July 1, 2010. The examination process now consists of two stages: Financial Planning Exams 1 (FPE1) and 2 (FPE2).

One of the requirements to be eligible to write FPE2 is to have successfully completed a FPSC-approved Capstone Course. The Capstone Course focuses on the completion of a financial plan, as a demonstration of the candidate’s understanding and application of financial planning fundamentals.

Is the Capstone for you?

Most who take the Capstone Course are financial planning practitioners, with 3-5 years of experience, who have completed Core Curriculum courses 231 – 234. Other students are advisors or planners who want a refresher on the basic planning competencies.

Click on "+" signs for more information about each presentation.
To close a panel click on the "–" sign.

No more registrations will be accepted for the Summer Semester after July 20, 2012.