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
There are four steps to obtaining the CFP® Designation.
- FPSC-Approved Core Curriculum Program
- FPSC Level 1® Examination in Financial Planning
- FPSC-Approved Capstone Course
- 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.
