utsa.financialplannerprogram.comOnline CFP Certification Training Program at University of Texas San Antonio

Questions? Call 404-324-4609 Menu Home About the Program Why Choose Us? Enrollment Info – LOGIN – Get Your CFP® Certification Utilizing CFP® Certification Education Combined with Practical Application for Unparalleled Results Get a Free Demo Get instant access! Test drive the platform and learn why thousands of people have selected this Online CFP® Certification Education Program over the competition. Complete the form below and get instant access to our online platform. View sample courses and interactive content. We may collect, use, and process your data according to the terms of our Privacy Policy . Why an Online CFP® Program Certification? A CFP ® professional is an individual who has a demonstrated level of financial planning technical knowledge, has a 4-year degree, as well as experience in the field, and holds to a client-centered code of ethics.​ The industry continues to become more competitive and investing in your personal career will yield benefits. The industry standard for Wealth ManagementFinancial Planning is the CFP ® certification. The CFP ® certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business but for career changers as well. Be sure to watch our informational video on the left to learn more! Why Choose Us? Just a few of the reasons students consistently choose our program: Exceptional Pass Rate of 83% Our pass rate for the CFP® Exam exceeds the 60% national average. Image already added Your Personal CFP® Professional Advisor A certified CFP® professional answers any of your questions. Image already added A Comprehensive Program The platform includes lessons, exams, study guides, and more. Unlimited Online Access All courses are available 24/7 for 21 months. Image already added Designed for Mobility This is the only CFP ® program designed specifically for mobile devices. Image already added Money-Back Guarantee There is a 15-Day 100% "no questions asked" money-back guarantee. Image already added Stacy M. I couldn’t have been happier with the program. The support, encouragement and materials were absolutely amazing. I’m so glad I changed to you all from my other provider!” Stephanie M. This program provided the foundation necessary to pass the CFP® Board Exam.” Joel J. I had a great experience, got a better quality certificate for the best possible price, and passed the CFP® Board Exam on my first attempt!” Program Options Self-Paced Online CFP® Program The Online Self-Paced Program is our base CFP Board-registered educational program. The program is delivered through our online, interactive education platform and provides for maximum flexibility and enhanced learning. Successful completion of all seven courses, along with a bachelor’s degree in any subject, meets the educational requirements for achieving CFP® certification. MORE INFO ON SELF-PACED PROGRAM Instructor-Led Online CFP® Program The Online Instructor-Led Program includes an ADD-ON to the Self-Paced Program. It combines the best of both worlds. You will receive our extensive CFP Board-registered, Self-Paced Program, combined with a biweekly online session with a live instructor who will lead you through all the complex topics you’ve been studying. Your instructor will utilize widely-used web conferencing technology to lead you through assigned lessons from the Self-Paced Program coursework. MORE INFO ON INSTRUCTOR-LED PROGRAM FAQ Why should I choose this program? Expand If you are looking for a program that not only teaches the CFP Board topics in a comprehensive and effective manner, but also bridges the gap between knowledge and practice, this is the perfect program for you. The University of Texas San Antonio ensures that all the topics are taught in a way that increases understanding and retention, while Greene Consulting brings the real world perspective that is lacking in all the other programs. Truly the best of both worlds! What are the requirements to become a CFP® certificant? Expand There are 4 steps to become certified by the CFP Board to use the CFP® mark. Those steps are briefly described below. To learn more, please visit the CFP Board website at www.cfp.net Complete the Education Requirement* Pass the CFP® Exam Meet the Experience Requirement Pass the Candidate Fitness and Standards Background Check *The University of Texas San Antonio – Greene Consulting Online CFP® Certification Education Program is a CFP Board-registered education program. The education requirement for CFP® certification also requires a bachelor’s degree. What is the relationship between Greene Consulting and University of Texas San Antonio? Expand Business partnerships are most beneficial when each party brings a particular strength to the relationship, and no other program reflects the strengths that come from the University of Texas San Antonio and Greene Consulting. The University of Texas San Antonio is one of the premier business schools in the country, so students can be sure they are receiving the best educational experience possible. Greene Consulting has worked on a daily basis for over 30 years with the leading financial services companies in the industry, providing students with insight into how to apply their knowledge to real world situations. Merging these two incredible strengths was why this partnership was created, and it’s what makes the University of Texas San Antonio – Greene Consulting Online CFP® Certification Education Program the perfect choice for individuals and corporations seeking something more. How is online different from in-class? Expand This is perhaps the most important consideration to take into account when deciding whether to enroll in an in-class program versus online. If you have not taken an online class before, please know that it is very different from an in-class program. The key difference with online is that class starts when you say it does. This means that a certain amount of self-discipline is required to succeed in an online environment. There will be no one to tell you when you have to go to class or when to study. Does this program include a prep/cram/review course? Expand No. This program satisfies the educational requirement of CFP® certification. As an educational provider, our goal is to focus solely on providing students with the best educational program possible. Who developed the coursework? Expand The University of Texas San Antonio – Greene Consulting Online CFP® Certification Education Program is a joint effort by the University of Texas San Antonio and Greene Consulting Associates, a leader in consulting and training for the financial services industry. What happens if I don't finish in the 21-month timeframe? Expand Our goal is that every student completes the program, but we realize sometimes life intervenes and throws your plans off track. Therefore, in the event that you are not finished within 21 months, you have three extension options. You can purchase 3 additional months for $300, 9 additional months for $450, or 21 additional months for $900. However, if you have completed 6 of the 7 standard courses, we will WAIVE ALL EXTENSION FEES. What are the system requirements? Expand The online course material is accessible from any web browser on both Mac and PC systems. Included in the program price are mobile resources allowing you to download lessons to study away from your computer via tablet devices. Supported tablet devices include the iPad, iPhone, Kindle, and Android devices using available eBook readers. Mobile study through these supported devices allows you to bookmark, highlight, and add notes and search for definitions. Have more questions? Visit our complete list of FAQs , or get in touch using our contact form . Want to learn more about our CFP Program? Find out more details about the different program options and how you can get started. TELL ME MORE! Company Privacy Policy Terms...