how is the nc state cfp course set up

Does North Carolina State University have a CFP program?

The program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning. Successful completion of all seven courses meets the educational requirements (a bachelor’s degree in any subject is also required) for achieving CFP® certification. The 7 courses in the program are listed below.

Where can I take the CFP Board exam in NC?

• A CFP® Certificant as Your Personal Advisor to Answer Questions • iPad and Tablet Accessibility ... Advisors interact with clients and prospects • Streamlined course material designed for the busy Advisor • Course material written by Advisors for Advisors like you • Courses give you exactly what you need to know to pass the CFP ...

How do I get CFP® certification?

CERtIFIEd FINaNCIal PlaNNER ® NC State University, ® CERtIFICatION CERtIFIEd FINaNCIal PlaNNER ® ® FREE, No-Obligation Info Sessions January 4, 2011, January 11, 2011 & June 21, 2011 - 6:00–7:30 p.m. Call 919.515.2261 for more information.

How is the CFP Board-registered educational program delivered?

North Carolina Central University, in partnership with Zahn Associates, Inc., provides a focused Certified Financial Planning (CFP) Board-registered education program that allows you to sit for the CFP Board exam. This certificate program has been established to meet the need for professionals who are able to plan, assess, and evaluate a client ...

How is the CFP exam structure?

The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sections during one day. Each section is divided into two distinct subsections. The exam includes stand-alone questions, as well as questions associated with case studies.

How many exams are there in CFP course?

five examsRegular Pathway Eligibility: The candidate must have passed class 12th and should have cleared the five exams covering all six modules of the certification programme to be certified as a CFP by the FPSB.Feb 22, 2022

How hard is the CFP course?

The CFP® exam is not easy. It requires a significant investment of time to be successful. But most of the time, failure on the exam is the result of poor preparation. Investing in exam preparation is a way to avoid that.Mar 26, 2021

How many hours a day should I study for the CFP?

The CFP Board recommends studying for 250 hours, as referenced by Kaplan, while Dalton recommends a target of 200 hours. A recent study found that 76% of those who passed the exam studied at least 10 hours per week while only 62% of those who failed studied more than 10 hours per week.Feb 22, 2021

Is the CFP worth it?

Unlike some certificates that are worth little more than the paper they're printed on, the CFP designation is one of the most prestigious financial certificates around. “The CFP designation offered by the CFP board is one that is actually significant because it requires so much preliminary work," said Sotudeh.

Is CFP a professional degree?

Certified Financial Planner or CFP is a professional certification course offered at a duration of 6 months to 2-years. It imparts the knowledge in the field of Financial Planning and it is offered by the Financial Planning Standards Board (FPSB).

What is the hardest part of the CFP exam?

Most examinees that have taken the certified financial planner (CFP) board exam agree that the case studies are the most difficult and important portion of the test.

What is the CFP pass rate?

During the July 2021 CFP® exam window, 2,539 candidates took the CFP® exam, with 13% of the candidates testing remotely. The pass rate for the July exam was 62%. Historical exam statistics, including those from the July 2021 exam, can be found on CFP Board's exam statistics webpage.Aug 11, 2021

Is CFP easier than CFA?

Overall, the CFP program is shorter and less-rigorous than the CFA program. If you think this could be the program for you, you can learn more about CFP certification requirements here.Sep 28, 2021

What is the Series 65 pass rate?

While Kaplan does not offer a money-back guarantee, it publishes a Series 65 pass rate of 88%, which should give students confidence in their study materials.

How long does it take to prepare for the CFP?

CFP Board recommends you spend at least 250 hours studying for the exam. While that sounds overwhelming, the time goes pretty quickly between pre-study, the Candidate Handbook, required education courses, question bank time, review, practice exams, and your own preparations.Mar 30, 2021

How many times can you take CFP exam?

Individuals may attempt the exam a maximum of three times within a 24-month period. If an individual fails the exam 3 times in a 24-month period, they must sit-out three exam administrations before registering for another attempt.

Textbook Information

Textbooks for the North Carolina State University Online CFP® Certification Education Program, delivered through the Office of Professional Development are provided by Money Education.

Calculator

All numerical problems in this program will provide solution steps utilizing the HP-12C and HP-10bII calculators. Unless a participant is already proficient with the use of a financial calculator, all participants are strongly encouraged to purchase the HP-12C or HP-10bII.

Still have questions?

If you still have questions, feel free to reach out and someone will get back to you right away.

How many hours of continuing education is required for NC insurance license?

Earn continuing education credits towards your requirements for the NC Insurance Licenses. Each class qualifies for 38 hours of NCDOI -C.E., students must have a national product number and pay $2 per credit hour.Contact Mary Cardello at 919.942.1114

How many years of college do I need to go to NC State University?

NC State University encourages open enrollment. It is recommended that students have a four-year undergraduate degree. Prior knowledge in accounting, finance or economics from academic settings or on-the-job experiences is suggested.

Who owns the CFP?

Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo®) certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Can you pay for a faxed registration without a credit card?

Faxed registrations without a credit card # or a purchase order # will not be accepted. The easiest way to guarantee your place is to pay with a credit card.

Who is Mary Cardello?

Mary L. Cardello, CPA, CFP®, currently teaches courses for financial professionals who are preparing to take the CFP® Certi-fication Examination. She holds CFP® cer-tification exam review courses in the US for major CFP Board-Registered programs and publishing houses in addition to conducting for-credit certificate level classes at financial firms. Ms. Cardello maintains her practice in Chapel Hill, North Carolina.

Program Overview

North Carolina Central University, in partnership with Zahn Associates, Inc., provides a focused Certified Financial Planning (CFP) Board-registered education program that allows you to sit for the CFP Board exam.

Job Outlook

The U.S. Department of Labor Occupational Outlook Handbook predicts 7 percent job growth in the financial advising field through 2028, significantly faster than the average 4 percent growth across all occupations (Source, CFP Board).

Frequently Asked Questions

A financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

Course Objectives

This course requires participants to have completed a bachelor's degree in any discipline from an accredited college or university. The certification requires education, experience, and an exam. Visit CFP Board’s website for more details: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/experience-requirement.

Curriculum

Module 1: General Principles This course is designed to introduce students to the financial planning process. The course focuses on the general principles 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.

Instructors

A native of Central Florida, Tim obtained his BS in marketing from the University of Central Florida. He passed the CFP Board's National Comprehensive Exam in November of 2005 and currently holds his Series 7, 24, and 66 as well as his 2-15 insurance license for the State of Florida.

What is NC State CFP?

The North Carolina State University Online CFP® Certification Education Program for Financial Planning Certification is a joint effort by North Carolina State University and Greene Consulting Associates, a leader in consulting and training for the financial services industry.

What is NC University online certified financial planner?

The North Carolina University Online Certified Financial Planner Program represents a unique partnership between a nationally-recognized business school and Greene Consulting Associates, a training firm specializing in the wealth management and financial services marketplace. The result is a program with the highest level of educational integrity and the actionable application strategies that …

What is the purpose of NC State?

NC State ’s purpose is to create economic, societal and intellectual prosperity for the people of North Carolina and the country. We’re a pre-eminent research enterprise that excels in science, technology, engineering, mathematics, design, humanities and social sciences, agriculture, education and …

What is the purpose of NC State College of Veterinary Medicine?

The purpose of the NC State College of Veterinary Medicine Personal Financial Services office is to equip College of Veterinary Medicine students with the tools they need to be successful in their professional lives during and after veterinary school. To this end, the Personal Financial Services office is …

What is NC University Financial Planner?

The North Carolina University Online Certified Financial Planner Program represents a unique partnership between a nationally-recognized business school and Greene Consulting Associates, a training firm specializing in the wealth management and financial services marketplace. The result is a program with the highest level of educational integrity and the actionable application strategies that …

How many topics are tested on the CFP exam?

The NC State University CERTIFIED FINANCIAL PLANNER Certification Education Program has been specifical- ly designed to fulfill the pre-certification educational requirement established by the CFP Board. Eighty-nine (89) topics are tested on the CFP® Certification Examination and are an integral part of the NC State course curriculum.

Why do you respond to a CFP?

With any CFP, the reason to respond is to persuade either the editor or the conference organizer to find space for your project in a collection or on a conference program. In both instances, you will need to argue why someone should commit resources, space, and time to your work.

Responding to a Call For Proposals (CFP)

If you are seeking professional development opportunities to bolster your academic credentials and perhaps to prepare yourself to apply for a doctoral program, you may consider responding to a call for proposals (CFP).

Finding CFPs

One can find CFPs in a variety of locations. Often, you will encounter CFPs circulated through email lists in your field of study. CFPs will also circulate via social media. Another source will be websites for professional and disciplinary organizations. Finally, there are websites that act as clearinghouses for CFPs. Three in particular are:

Reading the CFP and Understanding the Rhetorical Situation

With any CFP, the reason to respond is to persuade either the editor or the conference organizer to find space for your project in a collection or on a conference program. In both instances, you will need to argue why someone should commit resources, space, and time to your work.

Writing the Proposal

The format for proposals will vary but most CFPs will specify a preferred submission format. However, there are some response strategies that tend to work across situations. First, start with a single sentence or two in which you state the point of your contribution. Make the sentence structure simple and get your point across.