BCC offers an FPSC-Approved Core Curriculum twice per year. The classes will start fairly soon after the FPSC Level 1® Exam write in order to allow enough time for completion in advance of the CFP® Exam registration deadline. Students enrolling in the Capstone Course must have completed an approved Core Curriculum or have the appropriate exemption from FPSC. Students do not need to have a passing grade on the FPSC Level 1® Exam to register and many registrants will not have their results until at least a month into the course, if they wrote the most recent exam.
The Capstone Course will be the most work of the CFP® Certification Education Program. The bulk of the time will be spent on the development of a financial plan based around a FPSC Case Study. In addition to the financial plan, students will be expected to carry out many of the steps that would be required in developing a plan for a real client. There are also components testing technical knowledge and discussions around ethical considerations.
The Capstone Course is pass/fail based on the satisfactory completion of the course components.
Once the Capstone Course is completed candidates will have four years (or four attempts) to complete the CFP® Exam. If they do not meet this requirement, the Capstone Course must be completed again.