The Practice of Financial Planning Series

   
 

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It is the objective of Astwell Institute for Financial Studies to provide financial educational programs specifically designed for Certified Public Accountants.  These programs provide the educational requirements for examination for the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), and the Personal Financial Specialist (PFS).  Additional courses in financial disciplines are offered for continuing education (CPE).

The firm also designs and presents the Learning for Life Seminar Series for the public.  These seminars are offered independently and in conjunction with sponsoring public and private organizations.  Custom corporate educational programs are available and the curriculum is designed on the specifications of the corporation.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete initial and ongoing certification requirements.

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