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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
Spring 2020 Financial Planning Certificate - In Person

Enroll Now - Select a Section

Section Title
Fundamentals of Financial Planning
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Mar 30, 2020 to May 18, 2020
Type
Discussion
Days
Sa
Time
9:00AM to 12:30PM
Dates
May 30, 2020
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Jun 01, 2020 to Jun 08, 2020
Schedule and Location
Contact Hours
38.5
Location
Course Fee(s)
Required fields are indicated by .