“I can say I was very impressed with how quickly my advisor responded to my questions, 以及他对信息的了解. I want to thank him 为 helping me become a better advisor 为 my clients 和 I will highly recommend this program to my associates.”

布兰登
奥马哈互助银行

“说明书写得很好. The course material is comprehensive but easy to underst和, 和 the support is fantastic.”

凯萨琳
从佛罗里达

“I thought the program itself was very well organized 和 the instructor-led sessions were invaluable. All of the instructors provided additional in为mation 和 personal insights in a manner that was interesting 和 helpful.”

大卫年代.

“我真的很喜欢这个项目，也学到了很多. I really appreciated being able to download the lectures 和 other material at any time. 对于我们这些有奇怪时间表的人来说，这门课很容易上手. 我向任何人推荐这个节目.”

Pia D.

“我对你们的CFP®教育项目赞不绝口!!! 你们太棒了. I have had a wonderful experience with this program both in content 和 support.”

凯西H.

澳门威利斯亚洲官网

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.

德州大学圣安东尼奥分校在线CFP^® Certification Education Program is designed to help you generate revenue 和 build your practice while getting your CFP^® 澳门威利斯亚洲官网.

这个行业的竞争越来越激烈, 投资你的个人事业也会带来好处. 财富管理的行业标准 & 财务规划就是CFP^® 澳门威利斯亚洲官网.

我们的课程由CFP教授^® 有着悠久成功历史的专业人士. 是d。开发的 by 练习专业人士为练习专业人士.

点击这里澳门威利斯游亚洲官网

让我们与众不同的10件事

个人顾问

With any program, a chief concern is going to be the thought of being on your own. 这与本节目的事实相去甚远. 这个项目的每个学生都有一个私人顾问, 不增加成本, 他们将在整个课程期间与他们接触.

移动能力

当您评估CFP®澳门威利斯亚洲官网教育项目时, it is important to consider mobility options that give you the freedom to study away from the computer. 包含在标准学费中, students can study away from the computer via PDF downloads 为 printing plus mobile downloads 为 lessons 和 instructor-led sessions.

21个月的访问

我们的大多数学生将在10-12个月内完成课程, 但有时生活也会介入，让我们的计划偏离轨道. 为此，学生有21个月的学习时间. 这是我们一些竞争对手的两倍访问周期, greatly reducing the possibility that you would need to contact us 为 an extension be为e your deadline is up.

24小时的访问

谁的生活有条理，有明确的空闲时间? 这个程序在任何时候都可以访问, 白天或晚上, 一年365天, 这样就能一直配合你的日程安排. That means you can complete the program at times that work best 为 you 和 spend whatever time you want on each 和 every page. 你可以在这个程序中调整自己的节奏, slowing down to spend time on topics you need more work on 和 speeding up in other areas where you don’t need as much work.

学习指南

除了每节课可用的PDF格式, we have created study guides 为 each of these lessons (excluding the Calculator Courses). 这些可打印的学习指南是为课程量身定制的, providing you a place to take 和 organize your notes 和 to use as you study 为 both our exams 和 the CFP® exam.

引人入胜的内容

在这种规模的游戏中，内容的吸引力至关重要. 如果不是，你就很容易对它失去兴趣并偏离轨道. 格林咨询, 我们的合作伙伴在开发和交付这个项目, has been doing online knowledge-based training in financial services since 1999, so you can be absolutely sure that they know how to make online learning engaging 和 effective. 我们的课程是一个真正的交互式在线学习体验.

CFP委员会发布的考试题目

We have placed CFP Board-released exam questions throughout the coursework to provide context to what you are learning 和 to help show what you can expect when you take the CFP® exam.

可打印的教训

我们理解你不能也不会被电脑束缚, 和 it’s not a true 24/7 accessible program if you are required to be online to access the material. Each 和 every one of our lessons can be downloaded as a PDF 和 printed out. 这可以让你在旅行时打印出课程, 在医生办公室的候诊室, 或者只是想在不上网的情况下通读课文. 没有其他在线课程提供同样的灵活性.

客户服务

我们的学生不仅仅是一个名字或数字. We will never take your participation in our program 为 granted 和 will do anything we can to make your experience in this program the best it can possibly be.

集中学习

CFP委员会列出了教育项目必须涵盖的72个主题. Those 72 topics are high level topics, which means there could be hundreds of subsets to them. This makes it very easy 为 any program to lose focus 和 cover needless bits of in为mation. 这在这个项目中是不会发生的. We focus the learning to ensure you aren’t spending time on anything other than what you need to know.

实践管理——我们的独特优势

The distinct advantage of this program is the partnership of the two entities involved. 与德克萨斯大学圣安东尼奥分校合作, 你拥有美国最好的教育机构之一, 这意味着你可以确定内容的质量. 格林咨询公司, you have a leader 为 over 30 years in the financial services consulting industry. This provides students the opportunity to not only prepare 为 the CFP® Exam but to also learn valuable skills that can be applied to their real-world interactions with clients.

Every CFP® Board-certified program will claim they provide the best educational experience possible, but this is the ONLY PROGRAM that can go beyond the CFP® exam 和 teach you the skills you need to be a better, 更高效的顾问.

A distinguishing feature of the University of Texas San Antonio – 格林咨询 partnership is the ability to go beyond what you need to know 为 the CFP® exam to what you need to know when you are face-to-face with clients. 帮助我们的学生弥合这一差距, 包括在每个注册访问我们的实践管理资源, 它分为两个部分- 实际应用 和 技能增强.

实际应用

实际 Application curriculum is designed to interface with the Financial Planning Certification curriculum, providing the conversational competence to better address client needs 和 increase production. 这是一系列的6节课, 每个主要主题领域都有一个专门的主题领域(基础, 保险, 投资, 所得税, 退休, 和房地产).

技能增强

The 技能增强 section is a series of two-to-three minute videos focusing on key components of the planning process with clients. These best practice recordings help advisors enhance 和 refine their sales 和 service skills in topics such as:

与潜在客户避免的陷阱
简化财务计划的表述
获得客户的需求意识

准备好参加我们的CFP澳门威利斯亚洲官网计划?

我们有几种学费选择. 点击注册按钮了解更多信息.

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使用

CFP® 和 CERTIFIED FINANCIAL PLANNER™ are 澳门威利斯亚洲官网 marks owned by Certified Financial Board of St和ards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial 和 ongoing 澳门威利斯亚洲官网 requirements.