Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations. Gain practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements.
Continuing Education Units (CEU) : 4
Continuing Education Units (CEU) : 4
You'll walk away with
- An understanding of the fundamentals of financial planning
- Practical experience using data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements
Ideal for
- Students interested in satisfying the educational requirements for eligibility to sit for the CFP® Certification Examination
- Those interested in a career in financial planning
Upcoming courses
Registration is recommended at least three weeks before the course start date.
Upcoming courses
Registration for this course is closed.
Certificates that include this course
Earn a discount on courses by declaring your candidacy for a certificate.
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