CFP® study roadmap through Central Piedmont - dbsandis/TwilightFinancial GitHub Wiki

Awesome! Here's a step-by-step CFP® study roadmap through Central Piedmont, along with a plan to align your business brand and create service packages that take full advantage of the CFP® designation.

📚 CFP® Study Roadmap via Central Piedmont (Charlotte, NC)

Central Piedmont offers a CFP Board-registered program that fulfills the education requirement to sit for the CFP® exam. Here's how to approach it:

✅ Course List and Sequence

Each course is roughly 6–8 weeks and can be taken part-time. Recommended sequence:

  1. BAF-CFE8001 – Fundamentals of Financial Planning
  2. BAF-CFE8002 – Insurance Planning
  3. BAF-CFE8003 – Investment Planning
  4. BAF-CFE8004 – Income Tax Planning
  5. BAF-CFE8005 – Retirement Planning
  6. BAF-CFE8006 – Estate Planning
  7. BAF-CFE8007 – Financial Plan Development Course (Capstone)

Timeline:

  • If taken consecutively: 12–18 months total
  • Most students complete 1–2 courses at a time while working
  • After completing these, you're eligible to sit for the CFP® exam

📝 Next Steps

  1. Visit [Central Piedmont’s CFP Program Page](https://www.cpcc.edu) or call their Corporate & Continuing Ed department for current class schedules.
  2. Apply/register for the first course (Fundamentals).
  3. Consider exam prep courses like Kaplan or Dalton after the education portion.

🌟 Aligning Your Business Brand with CFP®

Now that you're working toward becoming a CFP®, let’s shape Blue Skye Financial Resources to reflect that:

🎯 Brand Messaging Ideas

  • “Trusted Guidance Rooted in CFP® Standards”
  • “Personalized Planning with Professional Integrity”
  • “Where Wellness Meets Wealth Planning”

✳️ Positioning

Blue Skye Financial Resources becomes a boutique-style firm offering:

  • Certified Financial Planning
  • Tax & Bookkeeping Services
  • Financial Coaching for Life Transitions
  • Office Rentals for Financial & Wellness Professionals

This hybrid model positions you as both a professional advisor and a community hub for financial wellness.

💼 CFP®-Based Service Packages

Here are 3 tiers of services you can offer under the CFP® umbrella:

1. Starter Package – Financial Wellness Plan

  • Budgeting & debt review
  • Credit coaching
  • Simple goal planning (emergency fund, savings targets)
  • $250–$500 flat fee

2. Growth Package – Full Financial Plan

  • Cash flow analysis
  • Insurance review
  • Investment education
  • Tax planning prep
  • Retirement snapshot
  • Estate basics
  • $1,000–$2,000 one-time or subscription-based

3. Executive Package – Comprehensive Wealth Guidance

  • Full financial planning & tax strategy
  • Investment policy review (or work with licensed partner)
  • Business & personal financial integration
  • Retirement planning
  • Optional therapist/coaching referrals
  • $2,500+ or retainer-based ($200–$500/month)

🧩 Add-Ons and Cross-Selling Ideas

  • Tax Prep & Filing (seasonal upsell)
  • Ongoing Bookkeeping for entrepreneurs
  • Quarterly Check-ins or Annual Reviews
  • Therapist Office Space to promote emotional & financial well-being

Would you like:

  • A visual timeline or study tracker for CFP® progress?
  • Help creating a brochure or pitch deck for these services?
  • A sample financial plan template or client onboarding flow?

Let’s build this business right!