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Is CFP® Certification Right for You? 

Are you considering CFP® certification, but are unsure if you can handle it? Get a sneak peek at the beginning of the College for Financial Planning's education program to get a feel for whether CFP® certification is the right fit for you. This free eBook will provide you with information about the financial planning process learned in Course FP 511: General Financial Planning Principles, Professional Conduct, and Regulation. It also includes several analytical problems that will allow you to apply the knowledge you learn in real-life scenarios. 

This free eBook answers introductory CFP® certification education questions like:

  • What is financial planning?
  • What are the material elements of financial planning?
  • What are the CFP® certification job task domains?
  • What is the six-step financial planning process?

Download Your Free Copy of this eBook

STEP 1: Enter your email address in the form below, and click “Download.”
STEP 2: You will receive an email from College for Financial Planning, a Kaplan Company with a link to the eBook.
STEP 3: Click the link in your email to access your free eBook.