Full course description
60 minutes
Self-Paced
Earn a Badge
Course Overview
Prepare for the CFP® exam on your schedule with our flexible online CFP Capstone Course. Designed for busy professionals, this CFP Board-approved course provides the knowledge and skills needed to excel in financial planning, risk management, investment strategies, tax planning, retirement planning and estate planning. Learn from industry experts at the Heider College of Business and advance your career in wealth management and financial planning.
Required Textbook
Dalton, M.A., Dalton, J. F., & Oakley, K.F. (2019). Cases in financial planning: Analysis and presentation (4th ed.). Money Education Company.
ISBN: 978-1946711687
Click here to order directly
Course Details:
-
- 100% online & self-paced
- Comprehensive curriculum
- Expert instruction from the Heider College of Business
- Qualify to sit for the CFP® exam
Who Should Enroll
This course is ideal for financial advisors, wealth managers, accountants, CPAs, estate planning attorneys, bankers, insurance professionals, career changers, and finance graduates seeking CFP® certification.
Course Instructor
Edward Horwitz, PhD
Enterprise Risk Management
Associate Professor of Practice
Dr. Edward Horwitz is Program Director of the Center for Risk Management and Associate Professor of Practice at Creighton University’s Heider College of Business. With 30+ years in financial planning and insurance, he’s a nationally recognized expert in enterprise risk management, financial literacy and behavioral finance. Known for his dynamic teaching and industry insight, Dr. Horwitz designs forward-thinking programs in financial services education. His research focuses on risk management, financial education and behavioral change, empowering learners to build confidence and thrive in today’s evolving financial landscape.
What You’ll Learn
Led by expert faculty from Creighton’s Heider College of Business, you'll master financial planning, investments, tax, retirement, estate planning and risk management—while developing ethical, client-centered strategies. Upon successful completion of this course, you’ll be eligible to sit for the CFP® exam.
FAQ
What is the CFP Capstone Course?
The CFP Capstone is a required financial planning course designed to help candidates demonstrate their ability to deliver professional financial planning services. It covers financial planning processes, ethics, communication, counseling, and the application of financial planning knowledge. The course culminates in a final project—developing and presenting a comprehensive financial plan.
Who should take this course?
This course is ideal for Investment & Wealth Managers, Accountants & CPAs, Banking & Insurance Professionals, Estate Planning Attorneys, Finance professionals and recent graduates, Professionals Changing Careers, or anyone looking to enhance their knowledge of financial planning.
What are the prerequisites for enrolling?
To enroll, you must hold an advanced degree (in any discipline), qualify for the Accelerated Path OR have completed the CFP Introductory course (which consists of seven online modules).
What is the difference between the Capstone and the Introductory Course?
The CFP Introductory Course consists of seven online modules and is required for those who do not qualify for the Accelerated Path. The CFP Capstone Course is the final financial planning development course that all CFP candidates must complete. If you have a master’s degree, you can bypass the Introductory Course and take just the Capstone.
What is the CFP Board’s Accelerated Path, and do I qualify?
The Accelerated Path allows professionals with advanced degrees or designations to bypass most education requirements. You qualify if you hold a master’s degree, law degree, Ph.D., or one of the following designations:
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- CFP® certification from outside the U.S.
Is the course fully online?
Yes! The CFP Capstone Course is 100% online and self-paced, allowing busy professionals to complete the coursework on their own schedule.
Why should I take this course?
- Fast-track your CFP® certification with the Accelerated Path
- Gain essential financial planning expertise to advance your career
- Flexible, online format designed for working professionals
- Learn from industry experts at the Heider College of Business
- Meet CFP Board education requirements and prepare for the CFP® exam
How long does it take to complete the course?
The course is self-paced, so completion time varies based on individual schedules. However, most participants complete it in approximately 6-8 weeks.
What topics are covered in the CFP Capstone Course?
- General Principles of Financial Planning
- Risk Management & Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Psychology of Financial Planning
- Ethics and Professional Responsibility
Does completing the Capstone Course qualify me for the CFP® exam?
Yes! Upon successful completion of the Capstone, you will meet the CFP Board’s Education Requirement and be eligible to sit for the CFP® exam.
Is this course for credit?
The CFP Capstone is a non-credit course designed for professional certification preparation.