FP 1: Fundamentals of Financial Planning
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.
Registering at least three weeks prior to the course start date is highly recommended.
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
1 section
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Summer 2024
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Section
001 -
Semester
Summer 2024 -
Date
May 23 - Aug 15 -
Day
Thursday -
Time
6:00PM-9:15PM -
Sessions
12 -
Faculty
Wetzel, Stephen -
Location
Instructor Led
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-
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Section
2 -
Semester
Spring 2024 -
Date
Feb 1 - Apr 18 -
Day
Thursday -
Time
6:00PM-9:15PM -
Sessions
12 -
Faculty
Wetzel, Stephen -
Location
Midtown Center
Tuition $990 -