The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
DurationThis 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
To remain competitive in rapidly evolving industries such as commercial real estate, financial services, fundraising, law, and genealogy—among others—you need to be aware of current and emerging best practices, obtain industry-standard credentials and certifications, and master changing technology.
This certification is comprised of two courses: Structuring Leveraged Buy-Outs and LBO Modeling. It will provide participants with the framework to identify appropriate candidates for leverage, build a model to demonstrate the impact of debt on the financials, and the skills to structure.
clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax.
This course provides more advanced, useful information on topics such as forecasting, budgeting techniques, corporate statements, and the use of common stock and debts for capitalization. Ideal for middle managers, small business owners, and entrepreneurs.
This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments.
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