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Course Description

Fundamentals of Financial Planning introduces students to the financial planning process and to the technical skills a competent financial planner must possess in order to serve his or her clients successfully. Students will learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning. This course explores the financial planning industry and how to develop a financial planning practice: including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods.

The course defines and reviews the CFP Board’s Code of Ethics and Professional Responsibility.

Applies Towards the Following Certificates

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Application

Name
Financial Planning - Traditional & Pacesetter Path (Dallas)
Enroll Now - Select a Section
Section Title
Fundamentals of Financial Planning
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Sep 27, 2021 to Nov 15, 2021
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Nov 29, 2021 to Dec 13, 2021
Schedule and Location
Contact Hours
38.5
Location
Delivery Options
Course Fee(s)
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