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FP 1: Fundamentals of Financial Planning

This first course in the program will provide you with the fundamentals of financial planning. Topics to be covered include financial planning functions, economic and legal environments, financial analysis, and ethical and professional considerations. You also will gain practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and addressing regulatory requirements. This course will provide an overview of the financial planning curriculum and is designed to be an introductory course. Fees for required study guides and the online final exam are not included in tuition. Required course booklets and online exams are available for purchase online at dalton-education.com/nyu-store .

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You'll Walk Away with

  • The ability to apply the financial planning process in practice
  • An understanding of how to solve time value of money concepts and calculations
  • Technical knowledge of the HP 10bII financial calculator
  • Familiarity with the ethical obligations involved in the dealings and relationships with clients and third parties
  • Knowledge of regulatory, economic, and legal environments
  • The skills to prepare and construct personal financial statements

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