Certified Financial Planner

Hours: 12 / Access Length: 12 Months / Delivery: Open, Mentor Supported
Retail Price: $495.00

Course Overview:

The Gramm-Leach-Bliley Act requires financial institutions such as banks & savings associations, credit unions, mortgage & trust companies, insurance companies, collection agencies and others to disclose privacy policies, limit instances in which consumer information can be shared with non-affiliated third parties and provide consumers an opportunity to protect some of their personal financial information from being shared. The Federal Financial Institutions Examination Council (FFIEC) has introduced a privacy regulation implementing the Gramm-Leach-Bliley Act which imposes certain requirements on its member institutions. This product covers various technicalities of privacy regulation giving relevant and convincing examples.

Course Outline:

  • Financial privacy regulation in the United States
  • Persons/institutions required to comply, persons protected and the type of information protected under the regulation
  • Restrictions on sharing of information
  • Privacy notices
  • Exceptions to the privacy notice requirements
  • Privacy examination procedures
  • Security guidelines
  • Managerial responsibilities vis-à-vis requirements of privacy regulation

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders.

CFP® certificants are required to complete 30 hours of CE each reporting period: 2 hours from a CFP Board-approved program on CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics) and/or Financial Planning Practice Standards (Practice Standards). 28 hours from one or more of the accepted subject topics.

  • Supervisory Agencies
  • Central Banks
  • Financial Institutions
  • Commercial Banks
  • Investment Banks
  • Housing Societies/Thrifts
  • Mutual Funds
  • Brokerage Houses
  • Stock Exchanges
  • Derivatives Exchanges
  • Insurance Companies
  • Multinational Corporations
  • Accountancy Firms
  • Consultancy Firms
  • Law Firms
  • Rating Agencies
  • Multi-lateral Financial Institutions
  • Others
What This Means to You?

What this means is confidence. As a provider of sponsored programs, we are committed to the highest standards of quality in financial learning. For more information regarding administrative policies such as complaints and refunds, please contact our offices at information@kesdee.com.

The following KESDEE, Inc. online courses have been approved for continuing education credit by the CFP. Approved courses and credit allocations are indicated below. CFP's CE credit approval does not indicate an endorsement of any kind.

  • Introduction to Financial Planning (Financial Planning Course Library)
  • Analyzing the Resources of the Person (Financial Planning Course Library)
  • Basic Concepts in Financial Planning (Financial Planning Course Library)
  • Financial Products for Savers (Financial Planning Course Library)
  • Financial Products for Investors (Financial Planning Course Library)
  • The Psychographics and Life Cycle of the Investor (Financial Planning Course Library)
  • Goals and Investment Objectives (Financial Planning Course Library)
  • Tax Planning (Financial Planning Course Library)
  • Model Portfolio (Financial Planning Course Library)
E-learning Features:
  • State-of-the art simulated learning environment. Exhaustive theoretical material supplemented with contemporary case studies
Learner friendly courses with:
  • Formulae, definitions and concise summaries
  • Interactive simulations
  • Mock exams from proprietary database
  • Timed tests in exam format
  • Personalized results for self-assessment
  • Glossary, FAQs, Pocket Reference
  • Valuable reference extracts
Other features include:
  • E-mail subject-matter expert
  • Online with 24x7 customer support

System Requirements:

System Requirements:

Internet Connectivity Requirements:
  • Cable and DSL internet connections are recommended for the best experience.
Hardware Requirements:
  • CPU: 1 GHz or higher
  • RAM: 2 GB or higher
  • Resolution: 1280 x 720 or higher
  • Speakers / Headphones
  • Microphone (Webinar / Live Online sessions)
Operating System Requirements:
  • Microsoft Windows 7 or 10 (Home, Pro)
  • Mac OSX 10 or higher.
  • Latest Chrome OS
  • Latest Linux Distributions

NOTE: While we understand that our courses can be viewed on Android and iPhone devices, we do not recommend the use of these devices for our courses. The size of these devices do not provide a good learning environment for students taking online or live online based courses.

Web Browser Requirements:
  • Latest Google Chrome is recommended for the best experience.
  • Latest Mozilla FireFox
  • Latest Microsoft Edge
  • Latest Apple Safari
Basic Software Requirements (These are recommendations of software to use):
  • Office suite software (Microsoft Office, OpenOffice, or LibreOffice)
  • PDF reader program (Adobe Reader, FoxIt)
  • Courses may require other software that is denoted in the above course outline.

** The course outlines displayed on this website are subject to change at any time without prior notice. **