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.
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.
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
Since its founding in 1831, NYU has been an innovator in higher education, reaching out to an emerging middle class, embracing an urban identity and professional focus, and promoting a global vision that informs its 20 schools and colleges.
Today, that trailblazing spirit makes NYU one of the most prominent and respected research universities in the world, featuring top-ranked academic programs and accepting fewer than one in eight undergraduates.
Anchored in New York City and with degree-granting campuses in Abu Dhabi and Shanghai as well as 12 study away sites throughout the world, NYU is a leader in global education, with more international students and more students studying abroad than any other US university.
NYU students come from nearly every state and 133 countries, and the university draws upon the diverse backgrounds of our faculty, staff, and students, ensuring its scholarship and teaching benefit from a wide range of perspectives.
NYU takes seriously its role as an engine of social mobility, and stands out among the top US universities in its representation of low-income and first-generation students within its community.
Now among the largest private universities in the US, NYU provides a rigorous, demanding education to more than 65,000 students and undertakes $1 billion in research annually.
It counts among its faculty recipients of the highest scholarly honors and is a top producer of patents and revenue from licensing among US universities. NYU has a vast network of alumni who have gone on to succeed across professions, from the sciences to the arts and government, throughout the world.
Gain a practical understanding of how to interpret and use internal and external financial reports to inform and influence the decision-making process. Once you know how to translate financial information, you’ll be able to apply it to your business immediately.
Fundamentals of Financial Planning introduces you to the financial planning process and to the technical skills a competent financial planner must possess in order to serve clients successfully.
Many small business owners find creating a budget to be an intimidating process. However, creating and maintaining a budget for your business is a crucial component of success.
Understanding the numbers only gets you so far; it’s how you apply information that matters. Recognize how value is created in your firm. Evaluate opportunities and assess competition based on robust financial analysis.
Training The Street’s accounting seminars are designed to prepare financial professionals for the challenges of valuing a company or building a financial model by providing the building blocks that are employed in these methodologies.
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