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.
DurationFundamentals 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.
Learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning.
This course also explores the financial planning industry including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods and also defines and reviews the CFP Board of Standards Code of Ethics.
Who Should Enroll:
Learning Outcomes:
The Center for Professional Education (CPE) at UT Austin provides ready access to career training for anyone with a desire to learn. From classes offered on our beautiful campus to online programs and custom on-site training. Get the skills, get the job.
Founded in 1999, The University of Texas at Austin Center for Professional Education (CPE) offers programs and services that help individuals and organizations reach their professional and business goals.
Learn and apply skills to develop impactful client-planner relationships by helping clients create and achieve financial goals and optimal well-being. As a participant, you will apply counseling, communication, and psychological insights to the financial planning process when working with clients.
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