Education Programs |
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CURRICULUM MAP |
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| 003 - | Full | |
| 005 - | Accident & Sickness | |
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CFP®
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| 231 - | Financial Planning Fundamentals | |
| 232 - | Contemporary Practices in Financial Planning | |
| 233 - | Comprehensive Practices in Risk & Retirement Planning | |
| 234 - | Wealth Management & Estate Planning | |
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After successfully completing the Core Curriculum program (CFP 231-234), candidates can qualify to write Level 1 of the Financial Planning Examination (FPE1) through the FPSC. Candidates must attempt the FPE1 within four years of their program completion date.
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| 245 - | CCH/Advocis FPSC-approved Capstone Course |
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| Candidates must pass the CCH/Advocis FPSC-approved Capstone Course (CFP 245) prior to applying for Level 2 of the Financial Planning Examination (FPE2). | ||
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CLU®
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| 235 - | Advanced Taxation | |
| 236 - | Law | |
| 237 - | Applied Estate Planning | |
SPECIALTIES |
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| 303 - | Disability Income Insurance, Indvidual and Group | |
| 504 - | Critical Illness, Long-term Care and Group Benefits | |