Introduction To Financial Planning

This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute 30% of the principle knowledge topics tested on the CFP® Certification Examination.

The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.

Learn how to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.

Modules included in this course:

• Financial Planning Process

• Financial Planning Practice Standards

• Time Value of Money

• Financial Statements

• Cash Flow Management

• Debt Management

• Financing Strategies

• Education Planning

• Planning for Special Circumstances

• Economic Concepts

• Consumer Protection Laws

• Disciplinary Rules and Procedures

• Financial Services Regulation and Requirements

• Function, Purpose, and Regulation of Financial Institutions

• Practice Case