Cfp Course

What will I learn?
You will develop a complete command of the six-step financial planning process, from gathering client data to monitoring long-term plans. The course covers income tax strategies, risk management, insurance planning, and portfolio construction using modern portfolio theory. You will learn how to design retirement income plans, optimise Social Security claiming, and structure estate transfers using trusts and gifting strategies. Behavioural finance modules teach you how to coach clients through emotional financial decisions. You will also build practice management skills, including client segmentation, compensation models, and workflow efficiency. The final section prepares you directly for the CFP certification exam with structured study strategies and practice testing.
Elevify advantages
Develop skills
- Financial Statement Analysis: Construct and interpret personal balance sheets and cash flow statements accurately.
- Tax Planning Strategy: Apply income deferral, deductions, and capital gains techniques to reduce client tax liability.
- Retirement Income Planning: Design distribution strategies that sustain client income throughout a full retirement.
- Estate Transfer Planning: Structure wills, trusts, and beneficiary designations to transfer wealth efficiently and tax-effectively.
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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