Business Career College

Capstone Course (CFP® Certification Education Program)

Subscription Membership

$125 per Month + $300 Activation

Subscribe now and get access to the full Capstone Course, Core Curriculum and mock exams with your membership.

Includes course materials, live instruction, assignments and role playing interviews.

Semester Registration Closed

Waiting List

This monthly subscription will automatically charge the credit card on file each month. Students are responsible for cancellations and each payment is non-refundable and non-transferable.

Includes access to online C.E. courses and our Career Management System.

Flat-Fee Enrollment

$899

Pay a one-time fee for the Capstone Course.

Includes course materials, live instruction, assignments and role playing interviews.

Semester Registration Closed

Waiting List

Part of the BCC CFP® Certification Education Program (Click for more info.) The BCC CFP® Certification Education Program (Click to hide)
is built around a flexible framework of support and engaging instruction for every step of the process. We specialize in useful knowledge and have developed our materials for today’s busy financial professional. We have two goals: successful completion of the certification exams and the development of practical skills.

There are four steps to obtaining the CFP® Designation.

  1. FPSC-Approved Core Curriculum Program
  2. FPSC Level 1® Examination in Financial Planning
  3. FPSC-Approved Capstone Course
  4. CFP® Examination

Capstone Course

The Winter 2017 Capstone Course semester is underway and registrations are closed. For information on the next available offering, please call Kelly at 877-934-5577.

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.

Schedule

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.

Date Webinar Topic Component Due
June 09 (Fri) Course Layout and Introduction; Objectives, and Assumptions; Templates; The Competency Profile; Moodle Tour; The Case Study  
June 27 (Tue) Collection, Analysis, Recommendations; Cash Flow and Personal Net Worth Statements; Creditworthiness Objectives & Assumptions
Optional Foremost Excel® Skills for Capstone Course ($100)
4 hour webinar covering Excel® skills for the Capstone Course
July 13 (Thu) Financial Planning; Complete Collection; some Excel Financial Statements & Financial Mgmt Collection
July 20 (Thu) Analysis; Multi-Year Cash Flow; Sharpe Ratio Complete Collection
Aug 02 (Wed) More Analysis; Investment Concepts (Tactical & Strategic Asset Allocation; Heuristics; Asset Allocation) Multi-Year Cash Flow
Aug 10 (Thu) Collection, Analysis, Recommendations; S.85 and S.86 of the ITA 2 x Analysis Portions
Aug 17 (Thu) Recommendation Retirement Example; Pension Splitting; DB Pensions Complete Analysis
Aug 24 (Thu) Checking in; DB Pensions concluded 2 x Recommendation Portions
Aug 30 (Wed) Checking in; Farming Succession N/A
Sep 15 (Fri) Letter of Engagement and Action Plan; Interviews; Family Trusts Complete Recommendation
Sep 27 (Wed) Quizzes, Ethics, Interest Rate Assignment; Emergency Funds Financial Plan including Action Plan and Letter of Engagement
Oct 02 (Mon) No Webinar All components must be submitted in good order to get transcripts to FPSC. Late fees may apply.
Nov 01 (Wed) No Webinar Transcripts must be at FPSC
Dec 01 (Fri) CFP Exam

This will include the e-Text, 22 hours of instruction, assignments with grader feedback and a live role playing interview.

Our instructor-led course does not have a self-study option. Capstone Course students will also need to purchase the appropriate Case Study from FPSC.

If this semester is sold out, or you'd like to find out about the next offering, please contact Kelly Brewer (kelly@businesscareercollege.com).

 

If you have any questions or concerns, please call 877-934-5577.

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP Logo® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. FPSC Level 1™ and the FPSC Level 1™ logo are certification trademarks of Financial Planning Standards Council. Used under license. Business Career College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP Logo® marks. CFP certification is granted only by FPSC to those persons who, in addition to completing educational requirements such as offered by Business Career College, have met the ethics, experience and examination requirements. Chartered Life Underwriter®, CLU®, the CLU Logo®, The Institute™ and The Institute for Advanced Financial Education™ are trademarks of The Institute for Advanced Financial Education™. The Institute™ is a wholly owned subsidiary of Advocis®. Advocis® is a trademark of The Financial Advisors Association of Canada.