This course is designed to bring together all information from all courses. This course focuses on all the specific content areas required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.

Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.

  • Client and Planner Attitudes, Values, Biases, and Behavioral Characteristics and the Impact on Financial Planning
  • Principles of Communication and Counseling
  • Written Comprehensive Financial Plan Development
  • Oral Presentation of the Plan
  • Case Study Analysis

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