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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).

Background

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.

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