This course is designed to introduce students to the financial planning process. We'll focuses on the general principles required to become a successful financial planner, which includes the ethics of the profession. We'll also explore the knowledge and skills required to prepare a financial plan.
- Week 1: Friday, 6 to 10 p.m. and Saturday, 8 a.m. to 5 p.m.
Week 2: Friday, 6 to 10 p.m. and Saturday, 8 a.m. to 5 p.m.
- Week 3: Saturday, 8 a.m. to 5 p.m.
- Week 4: Saturday, 8 a.m. to 3 p.m.
Learn more about the Certified Financial Planner Certification Program