3 semester credits

In this course, students review content based on prior Certified Financial Planner™ (CFP^®)* Certification exams on a variety of topics, including financial and insurance planning, investment planning and strategies, income taxes, and retirement planning. Students conduct research, discuss with peers, and analyze the answers to actual CFP^® Certification exam items to gain a thorough understanding of the format, concepts, and principles on which exam questions are based, gaining confidence and preparedness for taking the CFP^® Certification exam.

* CERTIFIED FINANCIAL PLANNER™ and CFP^® are certification marks owned by Certified Financial Planner Board of Standards, Inc. (CFP Board).