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.
The instruction portion of our FPSC-Approved Capstone Course is made up of eleven 2 hour webinars. Students may choose between 07:00-09:00 MST or 09:15-11:15 MST. Attendance is mandatory, but if a class is missed, recordings are available to view outside of the regular hours.
Optional Foremost Excel® Skills for Capstone Course More Info
If you have any questions or concerns, please call 877-934-5577.