Chartered Financial Planner Course
The Chartered Financial Planner Course gives you the technical depth and strategic frameworks to deliver comprehensive financial plans across every major planning discipline. From investment portfolio construction to estate wealth transfer, you will master the tools that define elite financial planning practice. This is the credential-level preparation serious planners need to serve high-value clients with confidence.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
You will develop a complete command of the six-step financial planning process, personal financial statement analysis, and time value of money calculations. The course covers investment theory, asset allocation, and portfolio performance evaluation alongside risk management and insurance planning. You will learn to integrate tax strategies, retirement income structures, and estate planning techniques into unified client plans. Behavioural finance principles and advanced client communication skills are included to sharpen your advisory effectiveness. Practice management, compliance, and business development modules prepare you to build and sustain a professional planning practice.
Elevify advantages
Develop skills
- Retirement Income Design: Build and stress-test sustainable withdrawal strategies for diverse client portfolios.
- Tax-Advantaged Planning: Apply Roth conversions, HSAs, and loss harvesting to maximise after-tax wealth.
- Estate Wealth Transfer: Structure trusts, gifting strategies, and beneficiary designations to minimise transfer taxes.
- Risk Exposure Analysis: Identify coverage gaps and optimise insurance portfolios across life, disability, and liability.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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