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Cfp Course

Cfp Course
from 4 to 360h flexible workload
valid certificate in your country

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.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
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Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
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Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
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