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Course Description

This hands-on, interactive workshop will provide you with foundational knowledge to use a financial calculator and gain extra practice on one of the most challenging concepts in the Financial Planning program, Time Value of Money (TVM). Through collaborative group work, learn to use and understand the financial calculator and look at, diagnose, and explore steps to solve a problem.

Whether you are new to using a financial calculator or are just looking for a refresher, this course will provide you with the skills and confidence you need. A range of basic through advanced concepts and calculations will be addressed, and you will gain practice with all types of calculations you might encounter on the CFP® exam. 

 

Notes

PLEASE NOTE:

  • Required calculator options: HP 12C, 12C Platinum or 10bII 
  • A laptop is not required for this course. 
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Thank you for your interest! 

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