The “Advanced Financial Planning Techniques for CFP Professionals” is a 20-hour, intensive program designed for Certified Financial Planner™ professionals looking to deepen their expertise and enhance their skills in financial planning. Over the course of five days, participants will engage in detailed exploration of advanced concepts in estate planning, retirement strategies, investment management, insurance planning, and ethical considerations in financial planning. This program aims to equip CFP® professionals with the knowledge and tools necessary to navigate complex financial planning scenarios, offering innovative strategies to manage wealth, mitigate risks, and optimize financial outcomes for their clients.

Course Outline:

 Day 1: Estate Planning and Taxation

  • Introduction to advanced estate planning
  • Legal instruments in estate planning
  • Estate and gift taxation

 Day 2: Retirement Planning

  • Advanced retirement saving strategies
  • Income sources for retirement
  • Managing retirement funds

 Day 3: Investment Strategies

  • Portfolio management theories
  • Asset allocation and diversification
  • Risk management strategies

 Day 4: Insurance Planning and Risk Management

  • Advanced insurance strategies
  • Integrating insurance into financial plans
  • Annuities in retirement planning

 Day 5: Special Topics in Financial Planning

  • Ethical considerations in financial planning
  • Financial planning for special needs clients
  • Emerging trends in financial planning

 Learning Objectives:

  • To deepen understanding of complex estate planning instruments and taxation.
  • To explore sophisticated retirement planning strategies that maximize client benefits.
  • To analyze investment strategies with an emphasis on portfolio management, asset allocation, and risk management.
  • To examine advanced insurance planning techniques and how they integrate into comprehensive financial plans.
  • To highlight ethical considerations and emerging trends impacting the financial planning profession.

 Learning Outcomes:

  • Upon completion of this program, participants will be able to:
  • Develop comprehensive estate plans that minimize taxation and meet client goals.
  • Construct and manage retirement portfolios that address longevity risk and inflation.
  • Apply advanced investment strategies to optimize client portfolios for risk and return.
  • Evaluate and recommend insurance products that align with the financial goals and needs of clients.
  • Address ethical dilemmas with professional integrity and stay informed about the latest trends in financial planning.

Who Should Attend:


 Program Duration:

  • 20 hours
  • Schedule: This program will be spread over 5 days, with 4 hours of live instructor led instruction per day. Participants have the option of attending in-person and/or online. All online participants are required to have their cameras on at all times.


Monday, June 3, 2024 – Friday, June 7, 2024

9:00 am – 1:00 pm EST


EverythingHR Talent Development Institute 1055 South Blvd E. Suite 150 Rochester Hills, MI  48307

Course Information


Advanced Financial Planning Techniques for CFP Professionals Program

1 month of access

This course does not have any sections.