Mon., Sept. 6: In observance of Labor Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.
By clicking an Enroll button on this page, I understand that the College will use e-mail as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning® sharing my e-mail address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my e-mail address, mailing address, and phone numbers.
Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.
This program is ideal for frontline employees in the financial services industry, particularly as the industry evolves and becomes more complex. Students will gain basic, practical knowledge of all aspects of the financial services industry. The College for Financial Planning® awards the RP® designation to students who successfully complete the program, pass the final examination, sign a code of ethics commitment, fill out a declaration form, and complete a three-month internship. Students must sign and return the ethics, internship verification and declaration forms within six months of passing the final exam. Disclosures made on the declaration form are reviewed on a case-by-case basis and, depending on the nature of the disclosure, may impact a student’s eligibility to be awarded the designation. Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards.
The College for Financial Planning® awards the REGISTERED PARAPLANNERSM AND RP® designation to students who:
Students must sign and return the Code of Ethics forms and Internship Verification Form within six months of passing the final exam. Failure to complete and submit the forms within this time frame may result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she may be required to fulfill the initial designation requirements in place at the time of passing the exam.
Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period.
Continued use of the RP® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the RP® designation by:
Detailed renewal requirements for the College for Financial Planning’s professional designation programs can be found on www.cffpalum.org/renewal.
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To fulfill the internship requirement, you must work in a position within the financial services industry for a minimum of three months and demonstrate adequate communication skills, familiarity with at least one type of financial planning software, and the ability to gather and process data. You must also exhibit the knowledge and skills necessary to construct personal financial statements, and the ability to review and analyze information to identify basic strengths and weaknesses in a client’s financial situation. A free internship guidebook serves as a reference for you and your supervisor in structuring and evaluating your internship.
All materials are provided in print and/or online* through your personalized "My Campus" page. Our curriculum is based on a client-centered, problem-solving method that uses case studies to give students a hands-on approach to the material. Also included are thousands of open-ended, multiple choice, and case analysis questions that help you prepare for the national exam and equip you with knowledge that will benefit your clients. As a further advantage, our highly qualified, full-time faculty is available via telephone, e-mail, and fax to support you in your studies.
*Mentor Program includes online access.
The Foundations in Financial PlanningSM Professional Education Program Leading to the RP® Designation is registered with CFP Board, NASBA, TX State Board of Accountancy, NJ State Board of Accountancy, and certain State Insurance departments for continuing education (CE) credit. The program may also qualify for firm element requirements of the securities industry. See details in the Continuing Education Table.