CFP® CERTIFICATION CAPSTONE: TECHNICAL KNOWLEDGE COURSE 2026
Needing a refresher on your technical knowledge in financial planning? Includes updates on legislation to date, business planning, personal planning and tax. A summary of the most important topics. Recorded webinars. No live sessions but access to Carmen when needed. 6 months access from time of registration.
CFP® CERTIFICATION CAPSTONE 4: SEPT- DEC 2026 MENTORSHIP
Structured guidance on case study analysis and report preparation in alignment with the FPI Framework. The program combines collaborative group work with individualized support to ensure technical accuracy and holistic readiness for final submission
CFP® CERTIFICATION CAPSTONE : RESUBMISSIONS MENTORSHIP
Targeted guidance for candidates requiring report resubmission. This individualized support focuses on identifying the strengths and weaknesses of the initial submission, providing structured feedback, and developing strategies to enhance technical accuracy and positioning. The aim is to build a stronger, more comprehensive report aligned with the FPI Framework for successful resubmission.