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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.
 

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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

  • Spring 2025

    • Section

      001
    • Semester

      Spring 2025
    • Date

      Feb 6 - Apr 24
    • Day

      Thursday
    • Time

      6:00PM-9:15PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      12
    • Faculty

      Wetzel, Stephen
    • Location

      Midtown Center
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    • Section

      2
    • Semester

      Fall 2024
    • Date

      Sep 16 - Dec 9
    • Day

      Monday
    • Time

      6:00PM-9:15PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      12
    • Faculty

      Wetzel, Stephen
    • Location

      Midtown Center
    Tuition $990