Getting ready to take the CFP® Certification Examination can be daunting. For most people, a review course is a critical part of the preparation.

Grand Valley State University is pleased to offer a CFP® Certification Examination Review Course in October. Location will be either at the GVSU Grand Rapids or Holland campus depending upon space availability.  The course will focus on a review of major topics from the CFP Board’s certification examination topic list and is structured as follows:

Introduction to Financial Planning

Income Tax Planning 

Estate Planning

Retirement & Benefits Planning

Insurance Planning

Investment Planning

Exam Strategies and Cases

Days 1, 2, and 3 will focus on topics deemed most critical to success on the certifictaion examination. The fourth day of review is devoted to exam strategies and solving integrated case problems of the type found on the certification examination, followed by a comprehensive mock exam.

Registrants for this review course must have completed a CFP Board-Registered program or be eligible to take the CFP® Certification Examination on a challenge basis (see CFP Board website at cfp.net for more information). The cost of the review course is $700. Price includes tuition and a 3-ring binder of discussion material. Students must purchase the current edition of Comprehensive Case Studies Book published by Keir Educational Resources. The book will NOT be available in the GVSU bookstore. Instead, you can order it directly from Keir online by going to Keir Educational Resources or calling 800-795-5347, ext. 101 and they will ship it within 24 hours. The cost is approximately $50 plus $8 shipping.

Please see links at the bottom of this page for registration form.

Since students will be responsible for reading the review material PRIOR to the start of the review class, they must register by the deadline (Tuesday, June 1, 2010) to give us adequate time to email the material.

We are looking forward to a great review and hope to see you on June 9th!

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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and , which it awards to individuals who successfully complete initial and ongoing certification requirements.

Grand Valley State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.