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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.

Effective Fall 2017, students wishing to enroll in any of the Financial Planning courses must pursue the Diploma in Financial Planning. Please visit the Diploma in Financial Planning page for more information on applying for the diploma program and enrolling in courses.

More details

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
NO open sections available for this course at the moment. Please check back next semester.