CIFP Capstone Course

Successful completion of the Capstone Course is an integral step for those pursuing the Certified Financial Planner® designation. The Capstone Course will draw on the technical knowledge and financial planning skills the student brings into the course to integrate and synthesize the various components of financial planning. The importance of fine-tuning these professional skills in preparation for the Financial Planning Examination Level 2 (FPE2®) administered by Financial Planning Standards Council is critical as the second CFP® examination adopts a competency-based approach.

Ultimately, the CIFP FPSC-approved Capstone Course will test the student's preparedness to write FPE2 as measured by the comprehensive financial plan that is a required element of the course.