Dearborn Financial Services | Dearborn

Accelerated Certificate in Financial Planning

Online Certificate in Financial Planning

Live Review Course

Wealth Management Learning Solutions

: Wealth Management Associate
: Wealth Management Specialist
: Financial Planner Candidate

Insurance Achievement Programs

Financial Planner Candidate
Build lifelong client relationships. What is it? For those interested in achieving the pinnacle of wealth management and financial planning expertise, Dearborn and Kaplan University offer the Financial Planner Candidate(TM) program. This unique program incorporates Kaplan's CFP Board-Registered Education Program, advanced selling skills class, and a leading exam preparation class. The ideal participant Ideal candidates for our Financial Planner Candidate program are investment or insurance professionals who seek to differentiate themselves from the myriad of other product providers with a high level industry designation. These professionals recognize the need to gain higher levels of technical and practical expertise in their field to provide top-quality service and are committed to upholding the ethical and quality standards of the profession. Curriculum overview Our comprehensive program is comprised of six courses that provide the educational information and case analysis necessary to prepare students to sit for the prestigious CFP® Certification Examination; Financial Life Planning selling skills class designed to reinforce the concepts learned in the online courses in a live, interactive setting; and an exam-focused Live Review Course. The program includes the following courses: FP101: Fundamentals of Personal Financial Planning FP102: Insurance and Employee Benefits FP103: Investment Planning FP104: Income Tax Planning FP105 Planning for Retirement FP106: Estate Planning Why choose Dearborn? Implementing our Financial Planner Candidate program will help your organization expand current client portfolios; acquire and retain clients for life; increase sales activity levels; and build assets under management. The faculty team is lead by Keith Fevurly, CFP®, and Ken Zahn, CFP®, both renowned financial planning expert and educators Leading content, faculty, and instructors Program is offered in partnership with Kaplan University, an accredited educational institution Blended programs offer a superior learning experience Excellent student support to help students focus on their learning goals Earn continuing education credits Quick return on your investment Tuition Corporate and individual programs are available. Call 1-888-694-3568 today for more information. Act now! Call 1-888-694-3568 to enroll.
1 Certified Financial Planner Board of Standards Inc. owns the marks CFP® in the U.S., CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNER™ and certification marks. CFP certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. 2 Dearborn Financial Services and Kaplan University are a review course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.

	Implementing this program will help your organization: Expand current client portfolios; acquire and retain clients for life; increase sales activity levels; and build assets under management.

	Upon completing the program, learners will have: Completed the educational requirements for the coveted CFP® certification; achieved expert-level understanding of the strategic use of insurance and investment products within financial plans; mastered in-depth technical concepts related to portfolio management, taxation, and estate planning; and developed advanced professional expertise in executing customer financial life planning strategies.