CFP 508 Financial Plan - Winter 2026

Registration/Payment Deadline: Friday January 2nd, 2026

The course emphasizes and focuses on the application of the six-step financial planning process and the integration of knowledge gained in the seven core topics in the curriculum of the CFP program. Students are expected to use the analytical skills gained in the other courses to complete a comprehensive personal financial plan. The course will expand the dissemination of the CFP Board policies on the Standards of Professional Conduct and Ethical Responsibilities as they would apply to working with clients in preparing a financial plan in real-life situations. YOU MUST COMPLETE CFP 501 TO 507 BEFORE REGISTERING FOR CFP 508.