CFP® & CKA® Certificate Programs

Qualify to sit for the CFP® & CKA® certificate exams simultaneously

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Start your CFP® & CKA® education today!

RBI, in partnership with Dalton Education and Kingdom Advisors, now offers two ways for you to complete your CFP® & CKA® education in as little as nine months.

Contact an Enrollment Advisor to determine the right program for you via email or phone (877.805.7081).

Courses Within Certificate:

Investment Planning

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client’s risk tolerance and select appropriate assets based on the assessed risk tolerance and the client’s goals.

Income Tax Planning

This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.

Retirement Planning

This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.

Estate Planning

This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client’s estate.

Plan Presentation/Capstone Course

The Plan Presentation course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan with a biblical worldview by going through the 20 Certified Kingdom Advisors modules and then using financial planning software and multiple approaches to identify and plan for a client’s goals and risks. This course does fulfill the CFP Board’s Capstone Course requirement.

Requirements:

Students must complete all six courses with a passing grade of 70% or greater in order to fulfill the CFP® certification education requirement. Following successful completion of your program, Dalton offers a CFP review program.Please visit the CFP Board for the current requirements for earning the CFP® certification: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

Self-Paced Certificate Program:

Flexibility for busy professionals who want, or need, to study on their own schedules.

Features:

  • Finish course in 9 months or less
  • Your assigned advisor will stay in touch and help keep you on pace
  • Online modules, including recorded whiteboard lectures, videos, interactive games, and exercises – available anytime
  • Course designed by instructors that served on the CFP Board of Examiners
  • Access to watch recordings of exam reviews where instructors cover the most important concepts for the course and what is most likely to be on the exams
  • Includes the Certified Kingdom Advisors Educational Program as the major portion of the Capstone Course.

Time & Duration:

Students generally complete the entire program in approximately 9 months or less, but you are given an additional 3 months grace period which equates to 1 year.

Cost:

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Contact an Enrollment Advisor to determine the right program for you via email or phone (877.805.7081).

Online, Instructor-Led Certificate Program:

Stay on pace with the structure of scheduled courses, delivered by the finest faculty in CFP® certification education. Over 90% of students who choose this program receive their CFP® certification.

Features:

  • Live, online instructor-led classes
  • Access to Dalton Education faculty
  • All live lectures are recorded for future viewing at your convenience
  • Flexible schedules with two live classes every week
  • If life gets in the way and you need to pause your program, come back anytime at no extra charge
  • Includes the Certified Kingdom Advisors Educational Program as the major portion of the Capstone Course

Time & Duration:

Students meet twice a week online with an instructor to review and discuss course material in an interactive and engaging environment. Classroom times are Mon&Wed 6-8pm EST or Tue&Thu 8-10pm EST. Best of all, classes are recorded for playback so students are not penalized if they miss a session. The Live-Online Courses begin in the months of January, March, May, July, September, and November (Click Months for Schedules). You are given 9 months to complete the courses with a 3 month grace extension if needed.

Cost:

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