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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.
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Section Title
Fundamentals of Financial Planning
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Apr 01, 2019 to May 20, 2019
Type
Discussion
Days
Sa
Time
9:00AM to 12:30PM
Dates
Jun 01, 2019
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Jun 03, 2019 to Jun 10, 2019
Schedule and Location
Contact Hours
38.5
Location
Course Fee(s)
Standard Rate non-credit $875.00 Click here to get more information
Section Notes
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.
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